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LOHA vs YUNG

Roundhill HALO ETF

LOHABCboe

Corgi Longevity Consumer ETF

YUNGCCboe

Overlap

2.4%by weight

Expense ratio

Same figure. Both funds show the same value, so neither comes out ahead.

LOHA0.35%YUNG0.35%

Avg volume · 30D

LOHA 90.0×the volume

LOHA31.1KYUNG345

LOHA vs YUNG Performance

Jul 31, 2026 – Oct 30, 2026

+1.8%LOHA−0.2%YUNG

Jul 31, 2026 to Oct 30, 2026. LOHA +1.8%. YUNG −0.2%. Use the arrow keys to read each point.−7.5%−5%−2.5%5%Jul 2026Sep 2026Oct 2026
Expense ratio
LOHA 0.35%
YUNG 0.35%
Fund size
LOHA $35M
YUNG $1M
Holdings
LOHA 102
YUNG 49
Avg volume (30D)
LOHA 31.1K sh, better
YUNG 345 sh
NAV per share
LOHA $26.46
YUNG $28.67
52W range

ETF.net Grade

LOHA: Cost 60, Risk 79, Mission not scored, Tradability 54, Holdings 92, Durability 51. YUNG: Cost 60, Risk 74, Mission not scored, Tradability 20, Holdings 34, Durability 23.
Pillar letters and Scores for LOHA, YUNG, with each pillar’s weight
PillarLOHAYUNG
Cost30% weightB60B60
Mission25% weightNot scoredNot scored
Risk15% weightA79HigherA74
Tradability15% weightC54HigherF20
Holdings10% weightA92HigherD34
Durability5% weightC51HigherF23

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. LOHA and YUNG 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 ›

LOHA ranks 3rd and YUNG 11th 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 3BLOHARoundhill HALO ETFScore 66
  4. Rank 4BHOMZHoya Capital Housing ETFScore 64
  5. Rank 11CWNDRCorgi Travel & Leisure ETFScore 40
  6. Rank 11CYUNGCorgi Longevity Consumer ETFScore 40
  7. Rank 17CBUZZVanEck Social Sentiment ETFScore 39

LOHA vs YUNG Holdings

How LOHA and YUNG differ

Overlap by weight

2.4%

Shared holdings make up 6.5% of YUNG and 2.4% of LOHA.

Level by level

  • Holdings2 in both2.4%
  • Countryby domicile92.0%
  • Asset classEquity100%

Sector

No Sector split for LOHA.

Country, concentration and asset class

Country by domicile

Country weights in LOHA and YUNG, widest gap first
CountryMore in LOHAMore in YUNG
CanadaLOHA +5.8 points
United StatesYUNG +5.3 points
SwitzerlandYUNG +2.6 points
BrazilLOHA +1.2 points
SwedenLOHA +1.0 points

Concentration

Weight in the 10 largest Holdings

  • LOHA11.5%
  • YUNG51.6%

Securities held

  • LOHA101
  • YUNG48

Asset class

LOHA
Equity
YUNG
Equity

Holdings

  • Only in LOHA99
  • In both2
  • Only in YUNG46

Only in LOHA

99 securities, 97.6% of LOHA by weight

  • Valaris Ltd1.22%
  • Lamb Weston Holdings Inc1.17%
  • ConocoPhillips1.14%

Only in YUNG

46 securities, 93.5% of YUNG by weight

  • Eli Lilly & Co15.82%
  • Welltower Inc5.24%
  • Medtronic PLC4.98%

Weight gaps

All 2 Holdings in both funds, largest gap first.

Holding weights in LOHA and YUNG, widest gap first
HoldingMore in LOHAMore in YUNG
Royal Caribbean Cruises LtdRCLYUNG +2.65 points
Carnival Corp LtdCCLYUNG +1.37 points

All LOHA holdings⁠All 30 YUNG 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.

LOHA vs YUNG Cost

Same expense ratio

$7,126

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

  • LOHA 0.35%

    $7,126

  • YUNG 0.35%

    $7,126

$10,000
30 years

Cost over time

  • LOHA 0.35%
  • YUNG 0.35%
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K051015202530LOHA $7,126YUNG $7,126

Year by year

YearLOHAYUNG
10$634$634
20$2,454$2,454
30$7,126$7,126

Expense ratio

  • 0.35%LOHA
  • 0.35%YUNG
  • Middle half of US Thematic funds
  • Median 0.35%

LOHA 7th cheapest of 22 funds

YUNG 7th cheapest of 22 funds

LOHA vs YUNG Dividends

Last 12 months to Oct 30, 2026
Payout (12M)
LOHA None
YUNG None

Distribution history

LOHAAll LOHA payments⁠

No distribution history available.

YUNGAll YUNG payments⁠

No distribution history available.

LOHA vs YUNG Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
LOHA −0.29YUNG −3.27

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