XDTE vs. IVV
Compare and contrast key facts about Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) and iShares Core S&P 500 ETF (IVV).
XDTE and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDTE is an actively managed fund by Roundhill. It was launched on Mar 6, 2024. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XDTE or IVV.
Correlation
The correlation between XDTE and IVV is 0.95, 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.
Performance
XDTE vs. IVV - Performance Comparison
Key characteristics
XDTE:
12.04%
IVV:
12.79%
XDTE:
-6.90%
IVV:
-55.25%
XDTE:
-1.49%
IVV:
-1.39%
Returns By Period
In the year-to-date period, XDTE achieves a 2.35% return, which is significantly higher than IVV's 1.97% return.
XDTE
2.35%
1.68%
12.26%
N/A
N/A
N/A
IVV
1.97%
2.29%
9.55%
25.54%
14.28%
13.45%
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XDTE vs. IVV - Expense Ratio Comparison
XDTE has a 0.95% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
XDTE vs. IVV — Risk-Adjusted Performance Rank
XDTE
IVV
XDTE vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) and iShares Core S&P 500 ETF (IVV). 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
XDTE vs. IVV - Dividend Comparison
XDTE's dividend yield for the trailing twelve months is around 22.01%, more than IVV's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XDTE Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF | 22.01% | 20.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
XDTE vs. IVV - Drawdown Comparison
The maximum XDTE drawdown since its inception was -6.90%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for XDTE and IVV. For additional features, visit the drawdowns tool.
Volatility
XDTE vs. IVV - Volatility Comparison
The current volatility for Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) is 4.57%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.04%. This indicates that XDTE experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.