CLMVX vs. XDTE
Compare and contrast key facts about Columbia Mortgage Opportunities Fund (CLMVX) and Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE).
CLMVX is managed by Columbia. It was launched on Apr 29, 2014. XDTE is an actively managed fund by Roundhill. It was launched on Mar 6, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLMVX or XDTE.
Performance
CLMVX vs. XDTE - Performance Comparison
Returns By Period
CLMVX
5.17%
-1.62%
6.83%
12.62%
1.35%
3.56%
XDTE
N/A
1.45%
13.76%
N/A
N/A
N/A
Key characteristics
| CLMVX | XDTE | |
|---|---|---|
| Daily Std Dev | 7.43% | 12.04% |
| Max Drawdown | -22.15% | -6.90% |
| Current Drawdown | -8.13% | -1.72% |
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CLMVX vs. XDTE - Expense Ratio Comparison
CLMVX has a 0.70% expense ratio, which is lower than XDTE's 0.95% expense ratio.
Correlation
The correlation between CLMVX and XDTE is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
CLMVX vs. XDTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mortgage Opportunities Fund (CLMVX) and Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Not enough dataDividends
CLMVX vs. XDTE - Dividend Comparison
CLMVX's dividend yield for the trailing twelve months is around 6.59%, less than XDTE's 15.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 6.59% | 6.64% | 6.91% | 3.85% | 4.36% | 3.54% | 4.19% | 4.38% | 3.69% | 4.07% | 2.27% |
XDTE Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF | 15.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CLMVX vs. XDTE - Drawdown Comparison
The maximum CLMVX drawdown since its inception was -22.15%, which is greater than XDTE's maximum drawdown of -6.90%. Use the drawdown chart below to compare losses from any high point for CLMVX and XDTE. For additional features, visit the drawdowns tool.
Volatility
CLMVX vs. XDTE - Volatility Comparison
The current volatility for Columbia Mortgage Opportunities Fund (CLMVX) is 1.74%, while Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) has a volatility of 3.66%. This indicates that CLMVX experiences smaller price fluctuations and is considered to be less risky than XDTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.