XDTE vs. SCHD
Compare and contrast key facts about Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) and Schwab US Dividend Equity ETF (SCHD).
XDTE and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XDTE or SCHD.
Correlation
The correlation between XDTE and SCHD is 0.54, 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
XDTE vs. SCHD - Performance Comparison
Key characteristics
XDTE:
0.37
SCHD:
0.23
XDTE:
0.57
SCHD:
0.43
XDTE:
1.09
SCHD:
1.06
XDTE:
0.32
SCHD:
0.23
XDTE:
1.27
SCHD:
0.84
XDTE:
4.78%
SCHD:
4.38%
XDTE:
16.40%
SCHD:
15.99%
XDTE:
-19.09%
SCHD:
-33.37%
XDTE:
-15.15%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, XDTE achieves a -11.49% return, which is significantly lower than SCHD's -5.04% return.
XDTE
-11.49%
-10.91%
-10.33%
4.76%
N/A
N/A
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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XDTE vs. SCHD - Expense Ratio Comparison
XDTE has a 0.95% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
XDTE vs. SCHD — Risk-Adjusted Performance Rank
XDTE
SCHD
XDTE vs. SCHD - 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 Schwab US Dividend Equity ETF (SCHD). 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.
Dividends
XDTE vs. SCHD - Dividend Comparison
XDTE's dividend yield for the trailing twelve months is around 32.05%, more than SCHD's 4.05% 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 | 32.05% | 20.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
XDTE vs. SCHD - Drawdown Comparison
The maximum XDTE drawdown since its inception was -19.09%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for XDTE and SCHD. For additional features, visit the drawdowns tool.
Volatility
XDTE vs. SCHD - Volatility Comparison
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 10.86% and 11.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.