XDTE vs. SMIN
Compare and contrast key facts about Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) and iShares MSCI India Small-Cap ETF (SMIN).
XDTE and SMIN 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. SMIN is a passively managed fund by iShares that tracks the performance of the MSCI India Small Cap Index. It was launched on Feb 8, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XDTE or SMIN.
Key characteristics
| XDTE | SMIN | |
|---|---|---|
| Daily Std Dev | 12.02% | 17.91% |
| Max Drawdown | -6.90% | -60.50% |
| Current Drawdown | 0.00% | -7.35% |
Correlation
The correlation between XDTE and SMIN is 0.22, 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
XDTE vs. SMIN - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XDTE vs. SMIN - Expense Ratio Comparison
XDTE has a 0.95% expense ratio, which is higher than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
XDTE vs. SMIN - 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 MSCI India Small-Cap ETF (SMIN). 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. SMIN - Dividend Comparison
XDTE's dividend yield for the trailing twelve months is around 14.64%, more than SMIN's 0.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XDTE Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF | 14.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMIN iShares MSCI India Small-Cap ETF | 0.30% | 0.41% | 0.01% | 1.27% | 1.07% | 1.74% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% | 0.75% |
Drawdowns
XDTE vs. SMIN - Drawdown Comparison
The maximum XDTE drawdown since its inception was -6.90%, smaller than the maximum SMIN drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for XDTE and SMIN. For additional features, visit the drawdowns tool.
Volatility
XDTE vs. SMIN - Volatility Comparison
The current volatility for Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) is 3.42%, while iShares MSCI India Small-Cap ETF (SMIN) has a volatility of 5.55%. This indicates that XDTE experiences smaller price fluctuations and is considered to be less risky than SMIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.