All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHD,XDTE,RDTE,QDTE: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-09-10? to Fri 2025-05-16 YTD
Return
TRR
Price
SCHD
×
−3.45%
2025-05-16
3.434 TRR
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
−4.20%
2025-05-16
1.098 TRR
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
−6.38%
2025-05-16
1.017 TRR
2025-05-16
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−3.55%
2025-05-16
1.102 TRR
2025-05-16
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Tue 2024-09-10? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
SCHD
×
−3.17%
−4.63%/yr
−12.22%/yr
(R2=0.441)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
+2.21%
+3.28%/yr
−12.94%/yr
(R2=0.269)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
+1.66%
+2.45%/yr
−19.19%/yr
(R2=0.348)
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
+6.65%
+9.94%/yr
−12.39%/yr
(R2=0.180)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-09-10? to Fri 2025-05-16 Start
Value
End
Value
SCHD
×
$10,000.00
2024-09-10
$9,683.29
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-09-10
$10,221.50
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
$10,000.00
2024-09-10
$10,165.88
2025-05-16
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-09-10
$10,664.81
2025-05-16
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD XDTE RDTE QDTE
2025 (YTD) −3.45% −4.20% −6.38% −3.55%
2024 +8.55% +14.60% +8.59% +14.29%
2023 +1.16%
2022 −9.13%
2021 +21.31%
2020 +13.46%
2019 +24.44%
2018 −7.30%
2017 +18.38%
2016 +14.05%
2015 −1.00%
2014 +10.82%
2013 +30.92%
2012 +9.49%
2011 +5.73%

Drawdowns

Tue 2024-09-10? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.86% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
−7.82% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
−12.61% −26.00%
2025-04-10
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−8.37% −23.51%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund