Built to potentially resist AI disruption. Roundhill HALO ETF (LOHA) invests in Heavy Asset, Low Obsolescence stocks from machinery and railroads to energy infrastructure.
(as of 6/30/2026)
Roundhill believes Heavy Asset, Low Obsolescence (HALO) stocks are uniquely positioned to withstand the persistent threat of AI disruption. HALO stocks are companies built on tangible, hard-to-replicate physical infrastructure and entrenched operating footprints, making their economic moats inherently resistant to breakthroughs in artificial intelligence. LOHA seeks to track the performance of the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index.
Heavy Assets - Built on real, physical asset bases like energy infrastructure, machinery, transportation, and mining.
Low Obsolescence - Cash flows backed by essential demand, regulated frameworks, or long-term contracts.
AI-Immune - Structurally insulated from AI-driven disruption, with physical assets and essential services that large language models or agentic AI cannot easily displace.
| Ticker | LOHA |
|---|---|
| Primary Exchange | Cboe BZX |
| Expense Ratio | 0.35% |
| AUM | |
| Launch | 05/14/2026 |
| # of Holdings |
| ETF Options | Yes |
|---|---|
| CUSIP | 77926Y708 |
| ISIN | US77926Y7085 |
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| Management Style | Passive |
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ETF holdings and allocations are subject to change at any time and should not be interpreted as an offer of these securities.
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The performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than their original cost. Returns less than one year are not annualized. For the most recent month-end performance, please call (855) 561-5728. You cannot invest directly in an index. Shares are bought and sold at market price (closing price), not net asset value (NAV), and are individually redeemed from the Fund. Market performance is determined using the Primary Exchange official closing price. Brokerage commissions will reduce returns.
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| Distribution Frequency | Annual |
*30-Day SEC Yield: Yield calculation that reflects the dividends and interest earned during the period after the deduction of the fund’s expenses. It is also referred to as the "standardized yield".
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When did the Roundhill HALO ETF (LOHA) launch?
LOHA began trading on May 14, 2026.
What are the fees for the Roundhill HALO ETF?
The Fund’s gross expense ratio is 0.35% per year.
Can I trade options on the Roundhill HALO ETF?
Yes, options trading is available for LOHA.
Is the Roundhill HALO ETF actively managed?
No, LOHA is passively managed and is designed to track the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index. For more information on the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index, please refer to the index website.
How many constituents are in the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index and how are they weighted?
The index holds 100 equally weighted constituents.
How does the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index work?
The index screens for HALO-eligible sectors, removes the bottom 30% by physical asset intensity, and applies the HALO Qualification Test. Remaining companies are ranked by the NEXUS framework on AI displacement immunity, physical value anchoring, generational moat durability, and non-physical revenue dilution. The top names form a pool of up to 250, which is then filtered by value and quality metrics before arriving at the final 100 stocks.
(as of 06/30/2026)
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