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Roundhill HALO ETF
LOHA performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 16, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +1.17% | |||||
| Flows | +$11M | - | - | - | - | - |
Characteristics
The Roundhill HALO ETF is built to track the Akros U.S. Heavy Assets Low Obsolescence (HALO) GTR Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | Roundhill Investments |
| N° of holdings | 98 |
| Replication method | Direct (Physical) |
| Asset class | Equity |
| Dividend policy | Distributing |
| Inception date | May 14, 2026 |
| ESG | No |
More data and info about LOHA on Trackinsight
Exposure
Data as of May 31, 2026Diversification
Total weight of top 15 holdings out of 98
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | ||||
Max drawdown | ||||
Max drawdown duration | N/A | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
Replication quality
Data as of June 30, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is LOHA?
LOHA is a Passive ETF that provides exposure to Equity assets. It is managed by Roundhill Investments.
What index does LOHA track?
LOHA tracks the Akros U.S. Heavy Assets Low Obsolescence (HALO) GTR Index - USD, aiming to replicate its performance through full replication.
What does LOHA invest in?
This ETF provides exposure to Equally Weighted US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of LOHA?
The total expense ratio (TER) of LOHA is 0.35%, representing the annual fee charged by the fund manager.
When was LOHA launched?
LOHA was launched on May 14, 2026, marking its entry into the ETF market.
Who is the issuer of LOHA?
LOHA is issued by Roundhill Investments.
What is the AUM of LOHA?
As of July 16, 2026, LOHA manages $42.69 M, reflecting the total assets held in the fund.
How many holdings are in LOHA
As of May 31, 2026, LOHA holds 98 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is LOHA?
As of May 31, 2026, LOHA holds 98 securities, with 17.96% of its assets concentrated in its top 15 holdings.
What are the top holdings of LOHA?
As of May 31, 2026, LOHA holds a portfolio of 98 underlyings, with its largest positions including TFI International, Inc., Cummins, Inc. and J.B. Hunt Transport Services, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does LOHA invest in?
As of May 31, 2026, LOHA has its largest geographic exposures in USA.
What sectors or themes does LOHA focus on?
As of May 31, 2026, LOHA is primarily exposed to Industrials, Consumer Non-Cyclicals and Non-Energy Materials.
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