RDTE vs. VGT
Compare and contrast key facts about Roundhill Small Cap 0DTE Covered Call Strategy ETF (RDTE) and Vanguard Information Technology ETF (VGT).
RDTE and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDTE is an actively managed fund by Roundhill. It was launched on Sep 9, 2024. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDTE or VGT.
Correlation
The correlation between RDTE and VGT is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RDTE vs. VGT - Performance Comparison
Key characteristics
RDTE:
17.85%
VGT:
22.33%
RDTE:
-8.19%
VGT:
-54.63%
RDTE:
-3.11%
VGT:
-0.55%
Returns By Period
In the year-to-date period, RDTE achieves a 3.75% return, which is significantly higher than VGT's 3.52% return.
RDTE
3.75%
1.22%
N/A
N/A
N/A
N/A
VGT
3.52%
2.58%
10.89%
28.80%
20.51%
20.68%
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RDTE vs. VGT - Expense Ratio Comparison
RDTE has a 0.95% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
RDTE vs. VGT — Risk-Adjusted Performance Rank
RDTE
VGT
RDTE vs. VGT - 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 Vanguard Information Technology ETF (VGT). 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
RDTE vs. VGT - Dividend Comparison
RDTE's dividend yield for the trailing twelve months is around 16.07%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDTE Roundhill Small Cap 0DTE Covered Call Strategy ETF | 16.07% | 10.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
RDTE vs. VGT - Drawdown Comparison
The maximum RDTE drawdown since its inception was -8.19%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for RDTE and VGT. For additional features, visit the drawdowns tool.
Volatility
RDTE vs. VGT - Volatility Comparison
The current volatility for Roundhill Small Cap 0DTE Covered Call Strategy ETF (RDTE) is 3.79%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.66%. This indicates that RDTE experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.