XDIV vs STBF

Comparison between ROUNDHILL S&P 500 NO DIVIDEND TARGET ETF (XDIV, ETF) and PERFORMANCE TRUST SHORT TERM BOND ETF (STBF, ETF).

XDIV vs STBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XDIV(ETF)	STBF(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.08%	0.65%
Max Drawdown	9.16%	2.00%
Sharpe Ratio	1.31	1.04
5Y Beta	1.00	-0.00

Net Assets

XDIV

$47M

Winner

STBF

$47M

Expense Ratio

Winner

XDIV

0.08%

STBF

0.65%

Max Drawdown

XDIV

9.16%

Winner

STBF

2.00%

Sharpe Ratio

Winner

XDIV

1.31

STBF

1.04

5Y Beta

XDIV

1.00

Winner

STBF

-0.00

XDIV vs STBF - Historical Returns

Returns include dividend reinvestment.

Period	XDIV	STBF
1 month	+2.17%	+0.07%
3 months	+8.32%	+0.59%
6 months	+8.29%	+1.64%
1 year	+19.00%	+5.30%
Max(CAGR)	+21.23%	+5.71%

Winner

XDIV

+2.17%

STBF

+0.07%

Winner

XDIV

+8.32%

STBF

+0.59%

Winner

XDIV

+8.29%

STBF

+1.64%

Winner

XDIV

+19.00%

STBF

+5.30%

Max(CAGR)

Winner

XDIV

+21.23%

STBF

+5.71%

XDIV vs STBF - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	XDIV	STBF
2026	+8.46%	+1.36%
2025	+9.90%	+6.35%
2024	N/A	+4.59%

XDIV vs STBF Drawdown Comparison

The maximum drawdown for XDIV was -9.16%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

The maximum drawdown for STBF was -1.18%, occurring on Apr 11, 2025. Recovery took 16 trading sessions.

The current XDIV drawdown is -2.78%. The current STBF drawdown is -0.18%.

Rank	XDIV	STBF
#1	-9.16% Jan 27, 2026 - Apr 15, 2026	-1.18% Apr 4, 2025 - Apr 29, 2025
#2	-5.06% Oct 28, 2025 - Dec 10, 2025	-1.00% Feb 26, 2026 - Apr 17, 2026
#3	-2.91% Oct 8, 2025 - Oct 21, 2025	-0.64% Dec 9, 2024 - Jan 27, 2025
#4	-2.78% Jun 2, 2026 - Jun 5, 2026	-0.63% Mar 4, 2025 - Apr 4, 2025
#5	-2.58% Jan 12, 2026 - Jan 27, 2026	-0.58% May 11, 2026 - May 19, 2026
#6	-2.48% Dec 11, 2025 - Dec 23, 2025	-0.53% Oct 1, 2024 - Nov 26, 2024
#7	-2.44% Jul 25, 2025 - Aug 12, 2025	-0.51% Oct 27, 2025 - Nov 21, 2025
#8	-1.61% May 14, 2026 - May 26, 2026	-0.47% Aug 2, 2024 - Aug 19, 2024
#9	-1.39% Sep 22, 2025 - Oct 1, 2025	-0.44% Apr 30, 2025 - Jun 2, 2025
#10	-1.38% Aug 28, 2025 - Sep 9, 2025	-0.40% Apr 9, 2024 - May 3, 2024
#11	-1.28% Aug 13, 2025 - Aug 22, 2025	-0.31% May 15, 2024 - Jun 4, 2024
#12	-1.23% Dec 24, 2025 - Jan 6, 2026	-0.28% Apr 27, 2026 - May 8, 2026
#13	-0.85% Apr 17, 2026 - Apr 22, 2026	-0.24% Jun 30, 2025 - Jul 22, 2025
#14	-0.78% Oct 21, 2025 - Oct 24, 2025	-0.22% Jun 25, 2024 - Jul 5, 2024
#15	-0.69% Apr 24, 2026 - Apr 30, 2026	-0.18% Jun 5, 2025 - Jun 12, 2025