XPAY vs BWG
Comparison between ROUNDHILL S&P 500 TARGET 20 MANAGED DISTRIBUTION ETF (XPAY, ETF) and BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF).
XPAY vs BWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XPAY
$148M
Winner
BWG
$149M
Expense Ratio
XPAY
0.49%
BWG
N/A
Max Drawdown
Winner
XPAY
23.01%
BWG
67.84%
Sharpe Ratio
Winner
XPAY
1.50
BWG
0.62
5Y Beta
XPAY
0.94
Winner
BWG
0.34
5Y Dividends CAGR
XPAY
N/A
BWG
1.61%
XPAY vs BWG - Historical Returns
Returns include dividend reinvestment.
1M
XPAY
+0.19%
Winner
BWG
+0.27%
3M
Winner
XPAY
+11.32%
BWG
+4.15%
6M
Winner
XPAY
+8.85%
BWG
+0.52%
1Y
Winner
XPAY
+23.27%
BWG
+9.58%
5Y(CAGR)
XPAY
N/A
BWG
+1.79%
10Y(CAGR)
XPAY
N/A
BWG
+4.94%
Max(CAGR)
Winner
XPAY
+17.98%
BWG
+3.17%
XPAY vs BWG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | XPAY | BWG |
|---|---|---|
| 2026 | +8.41% | +0.05% |
| 2025 | +16.85% | +16.63% |
| 2024 | +3.12% | +8.11% |
| 2023 | N/A | +15.67% |
| 2022 | N/A | -21.86% |
| 2021 | N/A | +2.00% |
| 2020 | N/A | +4.50% |
| 2019 | N/A | +30.08% |
| 2018 | N/A | -12.62% |
| 2017 | N/A | +16.07% |
| 2016 | N/A | +12.89% |
| 2015 | N/A | -20.90% |
| 2014 | N/A | +7.60% |
| 2013 | N/A | -9.61% |
| 2012 | N/A | +6.06% |
XPAY vs BWG Drawdown Comparison
The maximum drawdown for XPAY was -18.21%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.
The current XPAY drawdown is -2.59%. The current BWG drawdown is -4.09%.
| Rank | XPAY | BWG |
|---|---|---|
| #1 | -18.21% Feb 19, 2025 - Jun 26, 2025 | -35.45% May 9, 2013 - Jan 18, 2018 |
| #2 | -9.33% Jan 28, 2026 - Apr 15, 2026 | -34.27% Feb 20, 2020 - Jan 28, 2021 |
| #3 | -5.03% Oct 28, 2025 - Dec 11, 2025 | -34.11% Sep 3, 2021 - Jun 30, 2025 |
| #4 | -4.40% Dec 6, 2024 - Jan 23, 2025 | -18.97% Jan 25, 2018 - Aug 1, 2019 |
| #5 | -4.34% Jun 2, 2026 - Jun 10, 2026 | -13.69% May 7, 2012 - Aug 6, 2012 |
| #6 | -2.87% Oct 8, 2025 - Oct 24, 2025 | -12.02% Feb 11, 2026 - Mar 30, 2026 |
| #7 | -2.68% Dec 11, 2025 - Dec 24, 2025 | -5.70% Sep 17, 2025 - Jan 28, 2026 |
| #8 | -2.56% Jan 12, 2026 - Jan 27, 2026 | -4.94% Feb 17, 2021 - May 27, 2021 |
| #9 | -2.41% Jul 25, 2025 - Aug 12, 2025 | -4.71% Feb 11, 2013 - Apr 9, 2013 |
| #10 | -2.35% Nov 11, 2024 - Nov 26, 2024 | -4.44% Aug 7, 2012 - Sep 6, 2012 |
| #11 | -2.00% Jan 23, 2025 - Feb 19, 2025 | -4.37% Nov 12, 2012 - Dec 11, 2012 |
| #12 | -1.84% May 14, 2026 - May 26, 2026 | -3.10% Jun 9, 2021 - Aug 30, 2021 |
| #13 | -1.52% Aug 13, 2025 - Aug 22, 2025 | -3.09% Oct 23, 2012 - Nov 9, 2012 |
| #14 | -1.40% Aug 28, 2025 - Sep 9, 2025 | -2.00% Jul 9, 2025 - Aug 4, 2025 |
| #15 | -1.38% Sep 22, 2025 - Oct 1, 2025 | -1.80% Aug 16, 2019 - Sep 24, 2019 |
Correlation
Correlation between XPAY and BWG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2012 - 2026)
XPAY vs BWG dividend yield comparison.
| Year | XPAY | BWG |
|---|---|---|
| 2026 | 10.21% | 5.02% |
| 2025 | 21.21% | 11.47% |
| 2024 | 3.40% | 12.00% |
| 2023 | 0.00% | 11.73% |
| 2022 | 0.00% | 13.25% |
| 2021 | 0.00% | 8.20% |
| 2020 | 0.00% | 6.81% |
| 2019 | 0.00% | 6.55% |
| 2018 | 0.00% | 8.70% |
| 2017 | 0.00% | 8.35% |
| 2016 | 0.00% | 10.31% |
| 2015 | 0.00% | 16.41% |
| 2014 | 0.00% | 8.95% |
| 2013 | 0.00% | 10.28% |
| 2012 | 0.00% | 4.64% |
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