Overview Performance Dividends Holdings Peer Group Options

QDTE Performance & Benchmarks - 18.6% in 12m

The Total Return for 3m is 17.4%, for 6m 3.2% and YTD 5.4%. Compare with Peer-Group: Derivative Income

Performance Rating 37.24%
#58 in Peer-Group
Rel. Strength 68.96%
#2387 in Stock-Universe
Total Return 12m 18.60%
#24 in Peer-Group
Total Return 5y 22.40%
#52 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 35.47 USD
52 Week Low 26.85 USD
Sentiment Value
VRO Trend Strength +-100 26.69
Buy/Sell Signal +-5 0.00
Support / Resistance Levels
Support
Resistance
12m Total Return: QDTE (18.6%) vs SPY (15.9%)
Total Return of Roundhill Trust versus its related sector ETF SPY
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for QDTE Performance & Benchmarks - 18.6% in 12m

Top Performer in Derivative Income

Short Term Performance

Symbol 1w 1m 3m
QDTE -1.78% 1.62% 17.4%
AMDY 1.64% 18.2% 53.1%
NVDY -0.12% 10.1% 42.9%
TSMY -2.75% 3.20% 29.8%

Long Term Performance

Symbol 6m 12m 5y
QDTE 3.16% 18.6% 22.4%
NVDY 36.7% 38.1% 254%
AMDY 30.4% 20.9% 29.6%
SNOY 13.2% 58.7% 53.7%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
DIVO NYSE ARCA
Amplify CWP Enhanced		 -0.37% 13.7% 85.1% - - - - -
SIXH NYSE ARCA
ETC 6 Meridian Hedged		 -0.05% 8.15% 64.9% - - - - -
FTHI NASDAQ
First Trust BuyWrite Income		 1.06% 11.1% 66.4% - - - - -
XYLG NYSE ARCA
Global X SP500 Covered		 0.54% 12.8% 72.8% - - - - -
JEPI NYSE ARCA
JPMorgan Equity Premium		 -2.06% 5.39% 60.9% - - - - -
BUYW BATS
Main Buywrite		 0.57% 9.13% 31.7% - - - - -
PUTW NYSE ARCA
WisdomTree CBOE SP500		 0.84% 6.32% 65.7% - - - - -
HYGW BATS
iShares Trust - iShares		 0.49% 4.76% 17.7% - - - - -

Performance Comparison: QDTE vs SPY vs S&P 500

SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for QDTE
Total Return (including Dividends) QDTE SPY S&P 500
1 Month 1.62% 0.66% 0.66%
3 Months 17.36% 11.66% 11.66%
12 Months 18.60% 15.92% 15.92%
5 Years 22.40% 103.09% 103.09%

Trend Stabilty (consistency of price movement) QDTE SPY S&P 500
1 Month 85.2% 66.4% 66.4%
3 Months 98.2% 96.6% 96.6%
12 Months 36.6% 50% 50%
5 Years 67.7% 84% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. SPY vs. S&P 500
1 Month 84 %th 0.95% 0.95%
3 Month 87 %th 5.11% 5.11%
12 Month 81 %th 2.31% 2.31%
5 Years 81 %th -0.53% -0.53%

FAQs

Does Roundhill Trust (QDTE) outperform the market?

Yes, over the last 12 months QDTE made 18.60%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%. Over the last 3 months QDTE made 17.36%, while SPY made 11.66%.

Performance Comparison QDTE vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

QDTE vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.6% 1% -1.5% 3%
US NASDAQ 100 QQQ 0.4% 0.4% -4% -3%
German DAX 40 DAX 1.5% 2.7% -5.7% -10%
Shanghai Shenzhen CSI 300 CSI 300 0.8% -1.1% -5.8% -3%
Hongkong Hang Seng HSI 0.4% -0.5% -24.2% -21%
India NIFTY 50 INDA 0.2% 7.2% -0.4% 25%
Brasil Bovespa EWZ -0.7% 9.1% -3.8% 15%

QDTE vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.4% 3.1% -0.8% -6%
Consumer Discretionary XLY 2.1% 2.6% 8.4% -1%
Consumer Staples XLP -0.1% 3.8% 0.8% 14%
Energy XLE -0.1% 1.5% 4.6% 21%
Financial XLF 2% 4% 2.2% -2%
Health Care XLV 2.1% 5.7% 13.5% 30%
Industrial XLI 1.6% 0.5% -6.8% -2%
Materials XLB 4.3% 5.4% 4.6% 22%
Real Estate XLRE 1.7% 2.6% 1.8% 17%
Technology XLK 0.1% -0.8% -10.1% -4%
Utilities XLU -3.3% -3.1% -8% -1%
Aerospace & Defense XAR 1% -2.5% -19.6% -27%
Biotech XBI 0.1% -1.8% 9.2% 31%
Homebuilder XHB 0.7% 0.5% 4.4% 27%
Retail XRT 3% 3.6% 3.9% 16%

QDTE vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -5.3% -3.15% 3.62% 17%
Natural Gas UNG -0.3% 11.5% 26% 15%
Gold GLD -2.3% 1.1% -15.8% -18%
Silver SLV 1.3% -1% -14% -10%
Copper CPER 21.3% 14.3% 1.7% 11%

QDTE vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -3.4% 2% 1.8% 23%
iShares High Yield Corp. Bond HYG -1.2% 1.9% -0.2% 10%