IUS vs QDTE
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF (QDTE, ETF).
IUS vs QDTE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IUS vs QDTE - Holdings Comparison
IUS and QDTE have 0 common holdings. Overlap is 0.00%
IUS's top 25 holdings weight is 38.46%. QDTE's top 25 holdings weight is 8.95%.
| Rank | IUS | QDTE |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 3.88% | ROUNDHILL WEEKLY T-BILL ETF (WEEK) - 4.96% |
| #2 | APPLE INC (AAPL) - 3.81% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.99% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.50% | N/A |
| #4 | AMAZON.COM INC (AMZN) - 2.77% | N/A |
| #5 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.63% | N/A |
| #6 | META PLATFORMS INC CLASS A (META) - 2.40% | N/A |
| #7 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.22% | N/A |
| #8 | NVIDIA CORP (NVDA) - 2.15% | N/A |
| #9 | CHEVRON CORP (CVX) - 1.41% | N/A |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 1.36% | N/A |
| #11 | AT&T INC (T) - 1.03% | N/A |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 1.00% | N/A |
| #13 | JOHNSON & JOHNSON (JNJ) - 0.94% | N/A |
| #14 | COMCAST CORP CLASS A (CMCSA) - 0.92% | N/A |
| #15 | GENERAL MOTORS CO (GM) - 0.90% | N/A |
| #16 | WALMART INC (WMT) - 0.89% | N/A |
| #17 | CVS HEALTH CORP (CVS) - 0.87% | N/A |
| #18 | VISA INC CLASS A (V) - 0.84% | N/A |
| #19 | BROADCOM INC (AVGO) - 0.82% | N/A |
| #20 | MCKESSON CORP (MCK) - 0.77% | N/A |
| #21 | PROCTER & GAMBLE CO (PG) - 0.70% | N/A |
| #22 | MERCK & CO INC (MRK) - 0.69% | N/A |
| #23 | THE HOME DEPOT INC (HD) - 0.66% | N/A |
| #24 | SALESFORCE INC (CRM) - 0.65% | N/A |
| #25 | THE WALT DISNEY CO (DIS) - 0.65% | N/A |
| Total Holdings | 517 | 2 |
IUS vs QDTE - Historical Returns
Returns include dividend reinvestment.
IUS vs QDTE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IUS | QDTE |
|---|---|---|
| 2026 | +22.31% | +14.15% |
| 2025 | +17.23% | +19.64% |
| 2024 | +16.56% | +16.09% |
| 2023 | +21.21% | N/A |
| 2022 | -8.85% | N/A |
| 2021 | +33.59% | N/A |
| 2020 | +14.43% | N/A |
| 2019 | +29.34% | N/A |
| 2018 | -12.48% | N/A |
IUS vs QDTE Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for QDTE was -22.75%, occurring on Apr 21, 2025. Recovery took 102 trading sessions.
The current IUS drawdown is -0.29%. The current QDTE drawdown is -2.54%.
| Rank | IUS | QDTE |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -22.75% Feb 19, 2025 - Jul 17, 2025 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -10.69% Jul 10, 2024 - Sep 19, 2024 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -10.16% Jan 28, 2026 - Apr 17, 2026 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -8.98% Jun 2, 2026 - Jul 29, 2026 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -6.69% Mar 7, 2024 - May 14, 2024 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -6.44% Oct 29, 2025 - Dec 5, 2025 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -5.67% Dec 16, 2024 - Feb 14, 2025 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -4.21% Dec 10, 2025 - Jan 6, 2026 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -3.50% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -2.91% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -2.78% Nov 12, 2024 - Dec 2, 2024 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -2.73% Jan 12, 2026 - Jan 26, 2026 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -2.39% Jul 30, 2025 - Aug 8, 2025 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -2.35% Aug 14, 2025 - Sep 8, 2025 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -2.18% May 14, 2026 - May 26, 2026 |
Correlation
Correlation between IUS and QDTE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2018 - 2026)
IUS vs QDTE dividend yield comparison.
| Year | IUS | QDTE |
|---|---|---|
| 2026 | 0.60% | 19.99% |
| 2025 | 1.48% | 49.48% |
| 2024 | 1.52% | 32.09% |
| 2023 | 1.72% | 0.00% |
| 2022 | 1.78% | 0.00% |
| 2021 | 1.46% | 0.00% |
| 2020 | 1.74% | 0.00% |
| 2019 | 1.77% | 0.00% |
| 2018 | 0.73% | 0.00% |
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