XDTE vs EVUS

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

XDTE vs EVUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

XDTE

$326M

EVUS

$326M

Expense Ratio

XDTE

0.97%

Winner

EVUS

0.18%

Max Drawdown

XDTE

32.94%

Winner

EVUS

16.43%

Sharpe Ratio

XDTE

1.23

Winner

EVUS

1.43

5Y Beta

XDTE

0.81

Winner

EVUS

0.69

P/E Ratio

XDTE

N/A

EVUS

22.59

Forward P/E

XDTE

N/A

EVUS

16.44

PEG Ratio

XDTE

N/A

EVUS

0.30

5Y EPS CAGR

XDTE

N/A

EVUS

13.68%

Debt to Equity

XDTE

N/A

EVUS

7.86%

P/S Ratio

XDTE

N/A

EVUS

2.39

P/B Ratio

XDTE

N/A

EVUS

3.67

XDTE vs EVUS - Holdings Comparison

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

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

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

XDTE vs EVUS - Historical Returns

Returns include dividend reinvestment.

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

XDTE

+0.50%

Winner

EVUS

+1.74%

XDTE

+5.66%

Winner

EVUS

+6.46%

XDTE

+7.88%

Winner

EVUS

+8.75%

XDTE

+18.79%

Winner

EVUS

+20.25%

Max(CAGR)

Winner

XDTE

+16.17%

EVUS

+12.40%

XDTE vs EVUS - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

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

XDTE vs EVUS Drawdown Comparison

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

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

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

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