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

Total Real Returns

XDTE vs. SGOV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2024-03-07💬 to Mon 2026-10-12 Overall
Return
Exponential
Trendline
XDTE
×
+37.16%
+12.93%/yr
+12.07%/yr
R2=0.812
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SGOV
×
+3.27%
+1.25%/yr
+1.28%/yr
R2=0.700
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-03-07💬 to Mon 2026-10-12 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$13,715.62
2026-10-12
SGOV
×
$10,000.00
2024-03-07
$10,327.48
2026-10-12

This Year’s Performance

through 2026-10-12

  YTD YoY
XDTE
×
+9.13% +15.79%
SGOV
×
−0.89% +0.15%

Drawdowns

  Current
Drawdown
Worst
Drawdown
XDTE
×
−0.28%
on 2026-10-12
from 2026-10-06 peak
−20.02%
on 2025-04-21
from 2024-12-06 peak
SGOV
×
−0.90%
on 2026-10-12
from 2026-01-02 peak
−1.85%
on 2026-05-29
from 2026-01-02 peak

Rolling Returns

Period ending Mon 2026-10-12 1 yr 2 yr 3 yr 5 yr 10 yr
XDTE
×
+15.79% +21.21%
+10.10%/yr
— — —
SGOV
×
+0.15% +1.58%
+0.79%/yr
+4.48%
+1.47%/yr
−1.35%
−0.27%/yr
—

Annual Returns

Year XDTE SGOV
2026 (YTD) +9.13% −0.89%
2025 +9.67% +1.53%
2024 +14.60% +2.33%
2023 — +1.72%
2022 — −4.59%
2021 — −6.53%
2020 — −1.52%