EVUS vs XDTE

Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and ROUNDHILL S&P 500 0DTE COVERED CALL STRATEGY ETF (XDTE, ETF).

EVUS vs XDTE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVUS(ETF)	XDTE(ETF)
Net Assets	$326M	$326M
Expense Ratio	0.18%	0.97%
Max Drawdown	16.43%	32.94%
Sharpe Ratio	1.43	1.23
5Y Beta	0.69	0.81
P/E Ratio	22.59	N/A
Forward P/E	16.44	N/A
PEG Ratio	0.30	N/A
5Y EPS CAGR	13.68%	N/A
Debt to Equity	7.86%	N/A
P/S Ratio	2.39	N/A
P/B Ratio	3.67	N/A

Net Assets

EVUS

$326M

Winner

XDTE

$326M

Expense Ratio

Winner

EVUS

0.18%

XDTE

0.97%

Max Drawdown

Winner

EVUS

16.43%

XDTE

32.94%

Sharpe Ratio

Winner

EVUS

1.43

XDTE

1.23

5Y Beta

Winner

EVUS

0.69

XDTE

0.81

P/E Ratio

EVUS

22.59

XDTE

N/A

Forward P/E

EVUS

16.44

XDTE

N/A

PEG Ratio

EVUS

0.30

XDTE

N/A

5Y EPS CAGR

EVUS

13.68%

XDTE

N/A

Debt to Equity

EVUS

7.86%

XDTE

N/A

P/S Ratio

EVUS

2.39

XDTE

N/A

P/B Ratio

EVUS

3.67

XDTE

N/A

EVUS vs XDTE - Holdings Comparison

EVUS and XDTE have 0 common holdings. Overlap is 0.00%

EVUS's top 25 holdings weight is 41.18%. XDTE's top 25 holdings weight is 9.43%.

Rank	EVUS	XDTE
#1	MICROSOFT CORP (MSFT) - 7.44%	ROUNDHILL WEEKLY T-BILL ETF (WEEK) - 7.19%
#2	META PLATFORMS INC CLASS A (META) - 3.77%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.24%
#3	MICRON TECHNOLOGY INC (MU) - 3.40%	N/A
#4	JPMORGAN CHASE & CO (JPM) - 2.63%	N/A
#5	INTEL CORP (INTC) - 1.85%	N/A
#6	CISCO SYSTEMS INC (CSCO) - 1.61%	N/A
#7	ABBVIE INC (ABBV) - 1.52%	N/A
#8	JOHNSON & JOHNSON (JNJ) - 1.49%	N/A
#9	EXXON MOBIL CORP (XOM) - 1.38%	N/A
#10	THE HOME DEPOT INC (HD) - 1.27%	N/A
#11	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.24%	N/A
#12	PROCTER & GAMBLE CO (PG) - 1.18%	N/A
#13	THE GOLDMAN SACHS GROUP INC (GS) - 1.18%	N/A
#14	THE HARTFORD INSURANCE GROUP INC (HIG) - 1.18%	N/A
#15	COCA-COLA CO (KO) - 1.13%	N/A
#16	BANK OF AMERICA CORP (BAC) - 1.06%	N/A
#17	MORGAN STANLEY (MS) - 1.02%	N/A
#18	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99%	N/A
#19	UNITEDHEALTH GROUP INC (UNH) - 0.97%	N/A
#20	MERCK & CO INC (MRK) - 0.92%	N/A
#21	TEXAS INSTRUMENTS INC (TXN) - 0.88%	N/A
#22	PROGRESSIVE CORP (PGR) - 0.82%	N/A
#23	WILLIAMS COMPANIES INC (WMB) - 0.79%	N/A
#24	ANALOG DEVICES INC (ADI) - 0.74%	N/A
#25	AMERICAN EXPRESS CO (AXP) - 0.72%	N/A
Total Holdings	225	2

EVUS vs XDTE - Historical Returns

Returns include dividend reinvestment.

Period	EVUS	XDTE
1 month	+1.74%	+0.50%
3 months	+6.46%	+5.66%
6 months	+8.75%	+7.88%
1 year	+20.25%	+18.79%
Max(CAGR)	+12.40%	+16.17%

Winner

EVUS

+1.74%

XDTE

+0.50%

Winner

EVUS

+6.46%

XDTE

+5.66%

Winner

EVUS

+8.75%

XDTE

+7.88%

Winner

EVUS

+20.25%

XDTE

+18.79%

Max(CAGR)

EVUS

+12.40%

Winner

XDTE

+16.17%

EVUS vs XDTE - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	EVUS	XDTE
2026	+11.24%	+8.52%
2025	+13.46%	+12.98%
2024	+13.75%	+16.37%
2023	+3.47%	N/A

EVUS vs XDTE Drawdown Comparison

The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.

The maximum drawdown for XDTE was -19.02%, occurring on Apr 21, 2025. Recovery took 108 trading sessions.

The current EVUS drawdown is -0.50%. The current XDTE drawdown is -0.90%.

Rank	EVUS	XDTE
#1	-15.65% Nov 29, 2024 - Aug 13, 2025	-19.02% Feb 19, 2025 - Jul 25, 2025
#2	-11.17% Jul 31, 2023 - Dec 13, 2023	-7.66% Feb 2, 2026 - Apr 17, 2026
#3	-9.40% Feb 2, 2023 - Jul 21, 2023	-6.89% Jul 16, 2024 - Aug 15, 2024
#4	-7.72% Feb 9, 2026 - Apr 17, 2026	-5.04% Mar 28, 2024 - May 10, 2024
#5	-5.44% Mar 28, 2024 - Jul 11, 2024	-4.54% Dec 6, 2024 - Jan 23, 2025
#6	-4.89% Jul 31, 2024 - Aug 19, 2024	-4.17% Aug 30, 2024 - Sep 19, 2024
#7	-4.41% Oct 27, 2025 - Dec 4, 2025	-4.15% Oct 29, 2025 - Nov 28, 2025
#8	-3.51% Oct 16, 2024 - Nov 6, 2024	-4.15% Jun 2, 2026 - Jul 10, 2026
#9	-3.11% Aug 30, 2024 - Sep 16, 2024	-2.85% Oct 8, 2025 - Oct 24, 2025
#10	-2.56% Oct 3, 2025 - Oct 20, 2025	-2.61% Dec 11, 2025 - Dec 23, 2025
#11	-2.30% Jun 4, 2026 - Jul 1, 2026	-2.28% Jan 12, 2026 - Jan 26, 2026
#12	-2.05% Jul 17, 2024 - Jul 30, 2024	-2.13% Jul 28, 2025 - Aug 12, 2025
#13	-1.96% Jan 8, 2024 - Jan 25, 2024	-2.01% Oct 18, 2024 - Nov 6, 2024
#14	-1.75% Jan 15, 2026 - Jan 22, 2026	-1.88% Jan 23, 2025 - Feb 18, 2025
#15	-1.72% Nov 11, 2024 - Nov 22, 2024	-1.75% May 14, 2026 - May 26, 2026