QDTE vs AGGY
Comparison between ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF (QDTE, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).
QDTE vs AGGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QDTE
$922M
AGGY
$919M
Expense Ratio
QDTE
0.96%
Winner
AGGY
0.12%
Max Drawdown
QDTE
42.33%
Winner
AGGY
25.66%
Sharpe Ratio
Winner
QDTE
1.17
AGGY
-0.41
5Y Beta
QDTE
1.05
Winner
AGGY
0.09
5Y Dividends CAGR
QDTE
N/A
AGGY
6.95%
QDTE vs AGGY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QDTE
+0.64%
AGGY
-0.22%
3M
Winner
QDTE
+1.35%
AGGY
-0.23%
6M
Winner
QDTE
+13.91%
AGGY
-1.97%
1Y
Winner
QDTE
+26.56%
AGGY
+2.28%
5Y(CAGR)
QDTE
N/A
AGGY
-0.46%
10Y(CAGR)
QDTE
N/A
AGGY
+1.37%
Max(CAGR)
Winner
QDTE
+20.43%
AGGY
+1.91%
QDTE vs AGGY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | QDTE | AGGY |
|---|---|---|
| 2026 | +14.15% | -0.41% |
| 2025 | +19.64% | +7.43% |
| 2024 | +16.09% | +2.28% |
| 2023 | N/A | +6.76% |
| 2022 | N/A | -14.68% |
| 2021 | N/A | -1.57% |
| 2020 | N/A | +5.67% |
| 2019 | N/A | +11.67% |
| 2018 | N/A | -1.38% |
| 2017 | N/A | +5.09% |
| 2016 | N/A | +4.40% |
| 2015 | N/A | -0.59% |
QDTE vs AGGY Drawdown Comparison
The maximum drawdown for QDTE was -22.75%, occurring on Apr 21, 2025. Recovery took 102 trading sessions.
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current QDTE drawdown is -2.54%. The current AGGY drawdown is -3.24%.
| Rank | QDTE | AGGY |
|---|---|---|
| #1 | -22.75% Feb 19, 2025 - Jul 17, 2025 | -20.98% Aug 6, 2020 - Oct 24, 2022 |
| #2 | -10.69% Jul 10, 2024 - Sep 19, 2024 | -13.53% Mar 6, 2020 - Jul 9, 2020 |
| #3 | -10.16% Jan 28, 2026 - Apr 17, 2026 | -4.96% Sep 7, 2016 - Jun 26, 2017 |
| #4 | -8.98% Jun 2, 2026 - Jul 29, 2026 | -4.15% Dec 15, 2017 - Feb 8, 2019 |
| #5 | -6.69% Mar 7, 2024 - May 14, 2024 | -2.17% Sep 4, 2019 - Jan 3, 2020 |
| #6 | -6.44% Oct 29, 2025 - Dec 5, 2025 | -1.97% Oct 27, 2015 - Feb 8, 2016 |
| #7 | -5.67% Dec 16, 2024 - Feb 14, 2025 | -1.32% Jun 26, 2017 - Jul 21, 2017 |
| #8 | -4.21% Dec 10, 2025 - Jan 6, 2026 | -1.05% Feb 11, 2016 - Mar 14, 2016 |
| #9 | -3.50% Oct 8, 2025 - Oct 20, 2025 | -1.04% May 11, 2016 - Jun 3, 2016 |
| #10 | -2.91% Oct 29, 2024 - Nov 6, 2024 | -1.00% Sep 7, 2017 - Dec 13, 2017 |
| #11 | -2.78% Nov 12, 2024 - Dec 2, 2024 | -0.95% Jul 3, 2019 - Aug 1, 2019 |
| #12 | -2.73% Jan 12, 2026 - Jan 26, 2026 | -0.77% Jul 29, 2016 - Aug 22, 2016 |
| #13 | -2.39% Jul 30, 2025 - Aug 8, 2025 | -0.72% Aug 24, 2015 - Oct 5, 2015 |
| #14 | -2.35% Aug 14, 2025 - Sep 8, 2025 | -0.62% Jul 9, 2015 - Aug 24, 2015 |
| #15 | -2.18% May 14, 2026 - May 26, 2026 | -0.62% Mar 28, 2019 - Apr 26, 2019 |
Correlation
Correlation between QDTE and AGGY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2015 - 2026)
QDTE vs AGGY dividend yield comparison.
| Year | QDTE | AGGY |
|---|---|---|
| 2026 | 19.99% | 2.63% |
| 2025 | 49.48% | 4.48% |
| 2024 | 32.09% | 4.38% |
| 2023 | 0.00% | 3.78% |
| 2022 | 0.00% | 2.77% |
| 2021 | 0.00% | 2.10% |
| 2020 | 0.00% | 2.96% |
| 2019 | 0.00% | 3.02% |
| 2018 | 0.00% | 3.36% |
| 2017 | 0.00% | 2.78% |
| 2016 | 0.00% | 3.19% |
| 2015 | 0.00% | 1.27% |
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