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

Total Real Returns

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

Growth of $10,000

Thu 2024-03-07💬 to Thu 2026-09-10 Overall
Return
Exponential
Trendline
XDTE
×
+33.30%
+12.13%/yr
+11.99%/yr
R2=0.794
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+40.79%
+14.60%/yr
+15.02%/yr
R2=0.876
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+3.25%
+1.28%/yr
+1.34%/yr
R2=0.709
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-03-07💬 to Thu 2026-09-10 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$13,330.34
2026-09-10
VOO
×
$10,000.00
2024-03-07
$14,078.82
2026-09-10
SGOV
×
$10,000.00
2024-03-07
$10,324.74
2026-09-10

This Year’s Performance

through 2026-09-10

  YTD YoY
XDTE
×
+6.06% +11.95%
VOO
×
+8.02% +13.67%
SGOV
×
−0.92% +0.37%

Drawdowns

  Current
Drawdown
Worst
Drawdown
XDTE
×
−2.85%
on 2026-09-10
from 2026-08-13 peak
−20.02%
on 2025-04-21
from 2024-12-06 peak
VOO
×
−2.83%
on 2026-09-10
from 2026-08-13 peak
−19.06%
on 2025-04-08
from 2025-02-19 peak
SGOV
×
−0.92%
on 2026-09-10
from 2026-01-02 peak
−1.85%
on 2026-05-29
from 2026-01-02 peak

Rolling Returns

Period ending Thu 2026-09-10 1 yr 2 yr 3 yr 5 yr 10 yr
XDTE
×
+11.95% +24.10%
+11.40%/yr
VOO
×
+13.67% +33.00%
+15.33%/yr
+62.18%
+17.49%/yr
+49.10%
+8.32%/yr
+201.91%
+11.68%/yr
SGOV
×
+0.37% +1.87%
+0.93%/yr
+4.80%
+1.58%/yr
−1.87%
−0.38%/yr

Annual Returns

Year XDTE VOO SGOV
2026 (YTD) +6.06% +8.02% −0.92%
2025 +9.67% +14.75% +1.53%
2024 +14.60% +21.47% +2.33%
2023 +22.23% +1.72%
2022 −23.14% −4.59%
2021 +20.33% −6.53%
2020 +16.73% −1.52%
2019 +28.43%
2018 −6.29%
2017 +19.25%
2016 +9.89%
2015 +0.59%
2014 +12.71%
2013 +30.43%
2012 +14.02%
2011 −1.04%
2010 +14.35%