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

Total Real Returns

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

Growth of $10,000

Thu 2024-03-07💬 to Mon 2026-07-27 Overall
Return
Exponential
Trendline
XDTE
×
+31.31%
+12.09%/yr
+11.69%/yr
R2=0.761
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
VOO
×
+37.47%
+14.26%/yr
+14.73%/yr
R2=0.855
Vanguard S&P 500 ETF Exchange-Traded Fund
SGOV
×
+2.91%
+1.21%/yr
+1.43%/yr
R2=0.715
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
YMAG
×
+35.50%
+13.57%/yr
+17.02%/yr
R2=0.758
YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-03-07💬 to Mon 2026-07-27 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$13,130.80
2026-07-27
VOO
×
$10,000.00
2024-03-07
$13,747.44
2026-07-27
SGOV
×
$10,000.00
2024-03-07
$10,291.46
2026-07-27
YMAG
×
$10,000.00
2024-03-07
$13,549.50
2026-07-27

This Year’s Performance

through 2026-07-27

  YTD YoY
XDTE
×
+4.47% +12.33%
VOO
×
+5.47% +13.22%
SGOV
×
−1.24% +0.18%
YMAG
×
−7.22% +4.46%

Drawdowns

  Current
Drawdown
Worst
Drawdown
XDTE
×
−1.81%
on 2026-07-27
from 2026-07-10 peak
−20.02%
on 2025-04-21
from 2024-12-06 peak
VOO
×
−2.37%
on 2026-07-27
from 2026-06-02 peak
−19.06%
on 2025-04-08
from 2025-02-19 peak
SGOV
×
−1.24%
on 2026-07-27
from 2026-01-02 peak
−1.85%
on 2026-06-01
from 2026-01-02 peak
YMAG
×
−10.10%
on 2026-07-27
from 2026-05-29 peak
−27.00%
on 2025-04-08
from 2024-12-17 peak

Rolling Returns

Period ending Mon 2026-07-27 1 yr 2 yr 3 yr 5 yr 10 yr
XDTE
×
+12.33% +25.94%
+12.22%/yr
VOO
×
+13.22% +30.70%
+14.32%/yr
+55.09%
+15.75%/yr
+47.22%
+8.04%/yr
+189.89%
+11.23%/yr
SGOV
×
+0.18% +2.06%
+1.02%/yr
+4.57%
+1.50%/yr
−2.53%
−0.51%/yr
YMAG
×
+4.46% +26.04%
+12.27%/yr

Annual Returns

Year XDTE VOO SGOV YMAG
2026 (YTD) +4.47% +5.47% −1.24% −7.22%
2025 +9.67% +14.75% +1.53% +15.58%
2024 +14.60% +21.47% +2.33% +32.93%
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%