An area of strength is the firm’s favorable fees for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors’ returns. Fees for funds are, on average, within the second-lowest quintile of similarly distributed strategies. Roundhill fails to showcase longevity across its product shelf, as evidenced by its three-year success ratio. Over this time period, only 0% of its roster has been able to both survive and beat its respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. With an average three-year Morningstar Rating of 1.3 stars, the risk-adjusted performance of Roundhill's open-end and exchange-traded funds falls short of competitors.
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