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

Total Real Returns

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

Tue 2024-09-10? to Mon 2025-06-30 YTD
Return
TRR
Price
ULTY
×
−31.18%
2025-06-30
1.027 TRR
2025-06-30
Tidal Trust II Exchange-Traded Fund
SCHD
×
−3.14%
2025-06-30
3.444 TRR
2025-06-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
−0.65%
2025-06-30
1.139 TRR
2025-06-30
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
−2.78%
2025-06-30
1.056 TRR
2025-06-30
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
+2.45%
2025-06-30
1.171 TRR
2025-06-30
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Tue 2024-09-10? to Mon 2025-06-30 Overall
Return
Exponential
Trendline
ULTY
×
−42.57%
−49.91%/yr
−61.78%/yr
(R2=0.892)
Tidal Trust II Exchange-Traded Fund
SCHD
×
−2.89%
−3.60%/yr
−11.53%/yr
(R2=0.514)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
+6.00%
+7.53%/yr
−9.54%/yr
(R2=0.218)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
+5.55%
+6.97%/yr
−14.50%/yr
(R2=0.290)
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
+13.31%
+16.86%/yr
−7.03%/yr
(R2=0.085)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-09-10? to Mon 2025-06-30 Start
Value
End
Value
ULTY
×
$10,000.00
2024-09-10
$5,742.94
2025-06-30
Tidal Trust II Exchange-Traded Fund
SCHD
×
$10,000.00
2024-09-10
$9,710.52
2025-06-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-09-10
$10,599.52
2025-06-30
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
$10,000.00
2024-09-10
$10,555.21
2025-06-30
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-09-10
$11,330.99
2025-06-30
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year ULTY SCHD XDTE RDTE QDTE
2025 (YTD) −31.18% −3.14% −0.65% −2.78% +2.45%
2024 +49.16% +8.53% +14.61% +8.57% +14.32%
2023 +1.16%
2022 −9.15%
2021 +21.32%
2020 +13.50%
2019 +24.42%
2018 −7.30%
2017 +18.37%
2016 +14.07%
2015 −1.01%
2014 +10.81%
2013 +30.91%
2012 +9.50%
2011 +5.72%

Drawdowns

Tue 2024-09-10? to Mon 2025-06-30 Current
Drawdown
Worst
Drawdown
ULTY
×
−45.41% −52.74%
2025-04-08
Tidal Trust II Exchange-Traded Fund
SCHD
×
−9.59% −17.33%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XDTE
×
−4.41% −20.03%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
RDTE
×
−9.25% −26.01%
2025-04-10
Roundhill ETF Trust - Roundhill Small Cap 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−2.66% −23.50%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund