XBOX

Roundhill Investments$100.96+0.07 (+0.07%)
AUM $286.6MER 0.19%NAV $100.93Holdings 6

Price Chart

Key Statistics

Previous Close

$100.89

Day Range

$100.95$100.96

52-Week Range

$98.51$100.94

Avg Volume

35.3K

Dividend Yield

Expense Ratio

0.19%

AUM

$286.6M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology38.47%
Financial Services12.11%
Communication Services9.62%
Consumer Cyclical9.35%
Healthcare9.29%
Industrials7.81%
Consumer Defensive4.46%
Energy3.40%
Utilities2.00%
Real Estate1.81%
Basic Materials1.69%

Fund Information

Category
Technology
Inception Date
Mar 18, 2026
Description
XBOX uses a market-neutral options strategy built around box spreads, which combines synthetic long and short positions to create a defined payoff at expiration. These positions are constructed using exchange-listed options, typically on broad equity ETFs or indices, and are designed to lock in a fixed return based on the difference between strike prices. The portfolio holds multiple box spreads with maturities generally ranging from one to six months, with positions added, rolled, or replaced over time to reflect changing market conditions and implied rates. Because the long and short components offset each other, returns are largely independent of equity market direction and instead reflect prevailing short-term financing conditions and pricing in options markets. Collateral may be held in cash, cash equivalents, or US government securities, and the strategy is managed with the intention of avoiding regular income distributions.

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The Roundhill Ultra Short Duration (XBOX) is an exchange-traded fund issued by Roundhill Investments that launched on Mar 18, 2026. It currently manages $286.6M in assets under management. The fund charges an expense ratio of 0.19%. The fund holds 6 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
12SPY 260929P10000010SPY 09/29/2026 10000.01 P92.32%287$264.6M
22SPY 260929C00001010SPY 09/29/2026 1.01 C7.57%287$21.7M
3FGXXXFirst American Government Obligations Fund 12/01/20310.07%198,904$199K
4Cash & Other0.04%125,162$125K
52SPY 260929C10000010SPY 09/29/2026 10000.01 C0.00%-287$0
62SPY 260929P00001010SPY 09/29/2026 1.01 P0.00%-287$0

Detailed Returns

PeriodReturnETF
1D
+0.07%
1W
+0.10%
1M
+0.37%
3M
+1.16%
6M
+2.04%
YTD
+2.04%
1Y
+2.04%
3Y
+2.04%
5Y
+2.04%

Moving Averages

20-Day MA

$100.76

Above 20-Day MA
50-Day MA

$100.51

Above 50-Day MA
200-Day MA

$99.87

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$100.94

Current Price

$100.96

52-Week Low

$98.51

$98.51$100.94

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXBOXTechnology(1660 ETFs)
Fund Info
Expense Ratio0.19%0.61%
AUM$286.6M$6.83B
Dividend Yield2.94%
Avg Volume35.3K432.5K
Holdings6198
Performance
1-Month Return-0.32%
6-Month Return+8.18%
YTD Return+13.83%
1-Year Return+27.29%

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