Skip to content
etf.net

HALX vs LRND

Tuttle Capital Heavy Assets Low Obsolescence ETF

HALXDCboe

NYLI U.S. Large Cap R&D Leaders ETF

LRNDANasdaq

Overlap

Expense ratio

LRND −0.61pt a year

HALX0.75%LRND0.14%

Avg volume · 30D

LRND 21.0×the volume

HALX2.03KLRND42.7K

HALX vs LRND Performance

Jul 31, 2026 – Oct 30, 2026

+6.0%HALX−0.4%LRND

Jul 31, 2026 to Oct 30, 2026. HALX +6.0%. LRND −0.4%. Use the arrow keys to read each point.−2.5%2.5%7.5%10%Jul 2026Sep 2026Oct 2026
Expense ratio
HALX 0.75%
LRND 0.14%, better
Fund size
HALX $3M
LRND $456M
1Y total return
HALX No data
LRND +9.0%
Yield (12M)
HALX No data
LRND 0.34%
Holdings
HALX 41
LRND 110
Avg volume (30D)
HALX 2.03K sh
LRND 42.7K sh, better
NAV per share
HALX $26.63
LRND $44.74
52W range

ETF.net Grade

HALX: Cost 10, Risk 91, Mission not scored, Tradability 38, Holdings 64, Durability 19. LRND: Cost 100, Risk 62, Mission 55, Tradability 80, Holdings 22, Durability 74.
Pillar letters and Scores for HALX, LRND, with each pillar’s weight
PillarHALXLRND
Cost30% weightF10A100Higher
Mission25% weightNot scoredB55
Risk15% weightA91HigherB62
Tradability15% weightD38A80Higher
Holdings10% weightB64HigherF22
Durability5% weightF19A74Higher

Rank among US Thematic funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. HALX and LRND are both graded against the same 22 US Thematic funds, so their Grades compare head to head.

US Thematic⁠

Category · 22 funds
See all 22 ›

LRND ranks 1st and HALX 17th of 22 funds in the US Thematic Category.

  1. Rank 1ALRNDNYLI U.S. Large Cap R&D Leaders ETFScore 76
  2. Rank 2ATECBiShares U.S. Tech Breakthrough Multisector ETFScore 71
  3. Rank 17CFDRSFounder-Led ETFScore 39
  4. Rank 17DHALXTuttle Capital Heavy Assets Low Obsolescence ETFScore 39
  5. Rank 20DPTNTCorgi IP Licensing & Royalties ETFScore 38

HALX vs LRND Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

HALX vs LRND Cost

Overpaying HALX vs LRND

$11,550

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • HALX 0.75%

    $14,482

  • LRND 0.14%

    $2,932

$10,000
30 years

Cost over time

  • HALX 0.75%
  • LRND 0.14%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530HALX $14,482LRND $2,932

Year by year

YearHALXLRNDOverpaying
10$1,336$256$1,080
20$5,078$1,000$4,078
30$14,482$2,932$11,550

Expense ratio

  • 0.75%HALX
  • 0.14%LRND, cheaper
  • Middle half of US Thematic funds
  • Median 0.35%

LRND cheapest of 22 funds

HALX 19th cheapest of 22 funds

HALX vs LRND Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
HALX No data
LRND 0.34%
Payout (12M)
HALX None
LRND $0.15
Last payment
HALX No data
LRND $0.04
Ex-dividend
HALX No data
LRND Sep 30, 2026
Paid on
HALX No data
LRND Oct 2, 2026
Frequency
HALX No data
LRND Quarterly

Distribution history

Per share, 2022 to 2026, same scale for both

HALXAll HALX payments⁠

No distribution history available.

LRNDQuarterly · 19 paymentsAll LRND payments⁠
One bar per payment. 19 payments from 2022 to 2026 YTD. Mar 18, 2022 $0.04; Jun 17, 2022 $0.08; Sep 16, 2022 $0.07; Dec 16, 2022 $0.08; Mar 31, 2023 $0.09; Jun 30, 2023 $0.07; Sep 29, 2023 $0.07; Dec 15, 2023 $0.11; Mar 28, 2024 $0.08; Jun 28, 2024 $0.08; Sep 30, 2024 $0.09; Dec 30, 2024 $0.08; Mar 31, 2025 $0.09; Jun 30, 2025 $0.08; Sep 30, 2025 $0.08; Dec 30, 2025 $0.02; Mar 31, 2026 $0.04; Jun 30, 2026 $0.05; Sep 30, 2026 $0.04. Use the arrow keys to read each point.$0$0.1020232026YTD

HALX vs LRND Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
HALX No dataLRND 15.9%
Return per unit of riskSharpe ratio, 3 years
HALX No dataLRND 1.13
Worst fallMax drawdown, 5 years
HALX No dataLRND −25.4%since Feb 2022
Market sensitivityBeta, 5 years
HALX 0.71LRND 1.06

Popular comparisons

  • HALXDvsTECBA

    Tuttle Capital Heavy Assets Low Obsolescence ETF · iShares U.S. Tech Breakthrough Multisector ETF

    Expense ratio
    0.75% · 0.30%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • LRNDAvsTECBA

    NYLI U.S. Large Cap R&D Leaders ETF · iShares U.S. Tech Breakthrough Multisector ETF

    Expense ratio
    0.14% · 0.30%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • HALXDvsLOHAB

    Tuttle Capital Heavy Assets Low Obsolescence ETF · Roundhill HALO ETF

    Expense ratio
    0.75% · 0.35%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • LRNDAvsLOHAB

    NYLI U.S. Large Cap R&D Leaders ETF · Roundhill HALO ETF

    Expense ratio
    0.14% · 0.35%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • HALXDvsHOMZB

    Tuttle Capital Heavy Assets Low Obsolescence ETF · Hoya Capital Housing ETF

    Expense ratio
    0.75% · 0.30%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • LRNDAvsHOMZB

    NYLI U.S. Large Cap R&D Leaders ETF · Hoya Capital Housing ETF

    Expense ratio
    0.14% · 0.30%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.