(XDTE) Roundhill Trust - Performance 3.9% in 12m
Compare XDTE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
22.06%
#61 in Group
Rel. Strength
52.47%
#3797 in Universe
Total Return 12m
3.89%
#52 in Group
Total Return 5y
0.76%
#66 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: XDTE (3.9%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-3.05% | 8.4% | 83.8% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-1.44% | 10.1% | 64.1% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-5.17% | 4.44% | 63.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-3.35% | 5.74% | 72.5% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-4.03% | 4.81% | 66.5% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-3.9% | 7.46% | 61% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-3.69% | 6.58% | 61.5% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-4.17% | 1.95% | 67.5% | - | - | - | - | - |
Performance Comparison: XDTE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XDTE
| Total Return (including Dividends) | XDTE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -10.01% | -5.89% | -5.89% |
| 3 Months | -16.08% | -12.45% | -12.45% |
| 12 Months | 3.89% | 6.72% | 6.72% |
| 5 Years | 0.76% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | XDTE | SPY | S&P 500 |
| 1 Month | -84.4% | -74.5% | -74.5% |
| 3 Months | -88.1% | -88.2% | -88.2% |
| 12 Months | 64.2% | 66.1% | 66.1% |
| 5 Years | 72.7% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #93 | -4.38% | -4.38% |
| 3 Month | #77 | -4.16% | -4.16% |
| 12 Month | #64 | -2.65% | -2.65% |
| 5 Years | #30 | -3.0% | -3.0% |
FAQs
Does XDTE Roundhill Trust outperforms the market?
No,
over the last 12 months XDTE made 3.89%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months XDTE made -16.08%, while SPY made -12.45%.
Over the last 3 months XDTE made -16.08%, while SPY made -12.45%.
Performance Comparison XDTE vs Indeces and Sectors
XDTE vs. Indices XDTE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.63% | -4.12% | -3.59% | -2.83% |
| US NASDAQ 100 | QQQ | 1.49% | -3.73% | -3.06% | -1.64% |
| US Dow Jones Industrial 30 | DIA | 1.80% | -4.19% | -4.13% | -1.42% |
| German DAX 40 | DAX | -4.73% | -0.61% | -20.7% | -14.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.08% | -2.51% | -5.87% | -2.00% |
| Hongkong Hang Seng | HSI | -3.66% | -0.19% | -5.11% | -12.3% |
| India NIFTY 50 | INDA | -3.74% | -14.8% | -6.04% | 0.82% |
| Brasil Bovespa | EWZ | -2.93% | -4.93% | -6.54% | 13.4% |
XDTE vs. Sectors XDTE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.38% | -4.35% | -12.4% | -9.65% |
| Consumer Discretionary | XLY | 1.50% | -6.09% | -6.33% | -5.33% |
| Consumer Staples | XLP | -2.67% | -13.2% | -13.8% | -10.1% |
| Energy | XLE | -4.09% | 0.07% | -4.65% | 14.2% |
| Financial | XLF | -0.74% | -5.50% | -11.7% | -15.1% |
| Health Care | XLV | 0.23% | -2.64% | -2.19% | 4.43% |
| Industrial | XLI | -0.49% | -5.31% | -3.67% | -1.47% |
| Materials | XLB | -1.09% | -3.36% | 3.49% | 11.4% |
| Real Estate | XLRE | -4.71% | -7.12% | -4.94% | -13.2% |
| Technology | XLK | 1.99% | -1.08% | 3.22% | 5.10% |
| Utilities | XLU | -2.68% | -9.59% | -9.33% | -20.5% |
| Aerospace & Defense | XAR | -1.06% | -10.1% | -13.4% | -20.3% |
| Biotech | XBI | -2.93% | 1.87% | 11.0% | 12.8% |
| Homebuilder | XHB | -0.32% | -3.17% | 14.3% | 13.0% |
| Retail | XRT | -1.07% | -7.90% | 1.08% | 8.28% |