Pure Benchmarks · Portfolio Benchmark Report
Is Your Roundhill Thematic ETFs Portfolio Underperforming?
Roundhill Thematic ETFs centers on thematic strategies, where a narrow focus concentrates exposure versus a broad index.
Pure Benchmarks ranks real Roundhill Thematic ETFs portfolios against thousands of other verified investor portfolios across nine standardized risk categories, from 100% equity to 90% fixed income. Every portfolio is recategorized daily from actual end-of-day holdings, and Community Nests shows exactly where your Roundhill Thematic ETFs portfolio ranks against other real Roundhill Thematic ETFs clients in the same risk category — built entirely from verified portfolio data, with no firm that manages money able to see any data point on the platform.
Why your Roundhill Thematic ETFs portfolio can lag a pure index baseline
The concentration tilt. Thematic and single-issuer lineups concentrate exposure around a narrow idea or one fund house. That focus can swing returns well away from a diversified index baseline, making it hard to tell skill from a single bet paying off.
What to review on a Roundhill Thematic ETFs portfolio
- Check whether a thematic or single-issuer tilt concentrates exposure versus a diversified index baseline.
- Look at how the specialty allocation has tracked a broad index across up and down markets.
Illustrative 10-year comparison — a standard managed portfolio versus a pure index baseline. Figures are illustrative only.
| Year | Standard managed portfolio | Pure index baseline | Gap |
|---|---|---|---|
| Year 1 | $105,200 | $107,000 | -$1,800 |
| Year 3 | $116,400 | $122,500 | -$6,100 |
| Year 5 | $128,700 | $140,300 | -$11,600 |
| Year 7 | $142,300 | $160,600 | -$18,300 |
| Year 10 | $165,100 | $196,700 | -$31,600 |
See exactly where your Roundhill Thematic ETFs portfolio stands.
One clean report against a pure index baseline. No email required.
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This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.