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

Total Real Returns

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

Thu 2024-03-07? to Tue 2025-09-02 YTD
Return
TRR
Price
XDTE
×
+1.85%
2025-09-02
1.167 TRR
2025-09-02
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+7.19%
2025-09-02
5.17 TRR
2025-09-02
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.09%
2025-09-02
0.9133 TRR
2025-09-02
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
+3.57%
2025-09-02
1.376 TRR
2025-09-02
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-09-02 Overall
Return
Exponential
Trendline
XDTE
×
+16.71%
+10.93%/yr
+8.90%/yr
(R2=0.352)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+21.75%
+14.12%/yr
+11.63%/yr
(R2=0.562)
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+2.54%
+1.70%/yr
+2.18%/yr
(R2=0.878)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
+30.85%
+19.78%/yr
+14.72%/yr
(R2=0.467)
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-09-02 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$11,671.14
2025-09-02
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
$10,000.00
2024-03-07
$12,174.75
2025-09-02
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2024-03-07
$10,254.34
2025-09-02
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
$10,000.00
2024-03-07
$13,084.92
2025-09-02
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Annual Returns

Year XDTE VOO SGOV YMAG
2025 (YTD) +1.85% +7.19% −0.09% +3.57%
2024 +14.59% +21.47% +2.33% +32.91%
2023 +22.23% +1.71%
2022 −23.15% −4.59%
2021 +20.33% −6.54%
2020 +16.73% −1.51%
2019 +28.43%
2018 −6.29%
2017 +19.26%
2016 +9.89%
2015 +0.59%
2014 +12.70%
2013 +30.43%
2012 +14.02%
2011 −1.04%
2010 +14.35%

Drawdowns

Thu 2024-03-07? to Tue 2025-09-02 Current
Drawdown
Worst
Drawdown
XDTE
×
−2.00% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
−1.35% −19.06%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
−0.38% −0.42%
2025-02-26
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
−2.77% −26.97%
2025-04-08
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund