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RDTE vs. IWMY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RDTE and IWMY is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.8

Performance

RDTE vs. IWMY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill Small Cap 0DTE Covered Call Strategy ETF (RDTE) and Defiance R2000 Enhanced Options & 0DTE Income ETF (IWMY). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
-6.12%
-4.51%
RDTE
IWMY

Key characteristics

Daily Std Dev

RDTE:

22.88%

IWMY:

16.78%

Max Drawdown

RDTE:

-24.91%

IWMY:

-18.72%

Current Drawdown

RDTE:

-19.43%

IWMY:

-11.93%

Returns By Period

In the year-to-date period, RDTE achieves a -13.72% return, which is significantly lower than IWMY's -6.68% return.


RDTE

YTD

-13.72%

1M

-10.18%

6M

-11.21%

1Y

N/A

5Y*

N/A

10Y*

N/A

IWMY

YTD

-6.68%

1M

-5.89%

6M

-7.98%

1Y

0.89%

5Y*

N/A

10Y*

N/A

*Annualized

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RDTE vs. IWMY - Expense Ratio Comparison

RDTE has a 0.95% expense ratio, which is lower than IWMY's 0.99% expense ratio.


Expense ratio chart for IWMY: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IWMY: 0.99%
Expense ratio chart for RDTE: current value is 0.95%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RDTE: 0.95%

Risk-Adjusted Performance

RDTE vs. IWMY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RDTE

IWMY
The Risk-Adjusted Performance Rank of IWMY is 2020
Overall Rank
The Sharpe Ratio Rank of IWMY is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of IWMY is 1919
Sortino Ratio Rank
The Omega Ratio Rank of IWMY is 1919
Omega Ratio Rank
The Calmar Ratio Rank of IWMY is 2121
Calmar Ratio Rank
The Martin Ratio Rank of IWMY is 2020
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RDTE vs. IWMY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill Small Cap 0DTE Covered Call Strategy ETF (RDTE) and Defiance R2000 Enhanced Options & 0DTE Income ETF (IWMY). 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.



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Dividends

RDTE vs. IWMY - Dividend Comparison

RDTE's dividend yield for the trailing twelve months is around 27.62%, less than IWMY's 112.71% yield.


Drawdowns

RDTE vs. IWMY - Drawdown Comparison

The maximum RDTE drawdown since its inception was -24.91%, which is greater than IWMY's maximum drawdown of -18.72%. Use the drawdown chart below to compare losses from any high point for RDTE and IWMY. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-19.43%
-11.93%
RDTE
IWMY

Volatility

RDTE vs. IWMY - Volatility Comparison

Roundhill Small Cap 0DTE Covered Call Strategy ETF (RDTE) has a higher volatility of 11.69% compared to Defiance R2000 Enhanced Options & 0DTE Income ETF (IWMY) at 10.40%. This indicates that RDTE's price experiences larger fluctuations and is considered to be riskier than IWMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
11.69%
10.40%
RDTE
IWMY