GOF vs. QDTE
Compare and contrast key facts about Guggenheim Strategic Opportunities Fund (GOF) and Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE).
GOF is an actively managed fund by Guggenheim. It was launched on Jul 26, 2007. QDTE 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: GOF or QDTE.
Correlation
The correlation between GOF and QDTE is 0.32, 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.
Performance
GOF vs. QDTE - Performance Comparison
Key characteristics
GOF:
11.19%
QDTE:
16.93%
GOF:
-54.67%
QDTE:
-10.74%
GOF:
-0.18%
QDTE:
0.00%
Returns By Period
In the year-to-date period, GOF achieves a 4.40% return, which is significantly lower than QDTE's 5.64% return.
GOF
4.40%
2.89%
8.10%
31.31%
9.71%
9.40%
QDTE
5.64%
2.79%
14.35%
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GOF vs. QDTE - Expense Ratio Comparison
GOF has a 1.62% expense ratio, which is higher than QDTE's 0.95% expense ratio.
Risk-Adjusted Performance
GOF vs. QDTE — Risk-Adjusted Performance Rank
GOF
QDTE
GOF vs. QDTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Strategic Opportunities Fund (GOF) and Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE). 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
GOF vs. QDTE - Dividend Comparison
GOF's dividend yield for the trailing twelve months is around 14.04%, less than QDTE's 36.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOF Guggenheim Strategic Opportunities Fund | 14.04% | 14.31% | 17.06% | 14.35% | 11.92% | 11.26% | 12.07% | 11.95% | 10.12% | 11.12% | 12.98% | 10.45% |
QDTE Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF | 36.01% | 32.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GOF vs. QDTE - Drawdown Comparison
The maximum GOF drawdown since its inception was -54.67%, which is greater than QDTE's maximum drawdown of -10.74%. Use the drawdown chart below to compare losses from any high point for GOF and QDTE. For additional features, visit the drawdowns tool.
Volatility
GOF vs. QDTE - Volatility Comparison
The current volatility for Guggenheim Strategic Opportunities Fund (GOF) is 2.76%, while Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE) has a volatility of 4.66%. This indicates that GOF experiences smaller price fluctuations and is considered to be less risky than QDTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.