(XDTE) Roundhill Trust - Roundhill - Overview

ETF Category: Derivative Income | Exchange: BATS (USA) | Market Cap: 334m USD | Total Return: 23.3% in 12m

Covered Calls, Equity Index, Daily Options
Total Rating 56
Safety 33
Buy Signal -0.72
Derivative Income
Category Rotation: -5.2
TER: 0.95%
AUM: 334M
Avg Turnover: 6.52M
Risk 3d forecast
Volatility22.9%
VaR 5th Pctl4.27%
VaR vs Median3.61%
Reward TTM
Sharpe Ratio1.54
Rel. Str. IBD53.5
Rel. Str. Peer Group52.8
Character TTM
Beta0.930
Beta Downside0.945
Hurst Exponent0.506
Drawdowns 3y
Max DD19.09%
CAGR/Max DD0.84
CAGR/Mean DD6.94

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: XDTE Roundhill Trust - Roundhill

The Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) is a non-diversified fund employing a high-frequency derivative income strategy. It maintains a long position in the S&P 500 Index while simultaneously selling out-of-the-money call options that expire on the same day they are written. This 0DTE (zero days to expiration) approach aims to capture rapid time decay and generate daily income from option premiums.

The derivative income sector has expanded significantly as investors seek yields that are uncorrelated with traditional fixed-income markets. By utilizing 0DTE options, the funds business model prioritizes immediate premium collection over the long-term capital appreciation typically associated with the underlying equity index. For a deeper look at how these volatility-based strategies align with your portfolio goals, consider reviewing the data on ValueRay.

Headlines to Watch Out For
  • Implied volatility levels dictate premium income from daily 0DTE call sales
  • Daily S&P 500 price appreciation beyond strike prices limits capital gains
  • High interest rate environments increase yields on required collateral holdings
  • Significant intraday market reversals impact effective strike price selection and premiums
  • Sustained equity bull markets lead to frequent upside performance capping
What is the price of XDTE shares?

As of June 07, 2026, the stock is trading at USD 38.81 with a total of 162,856 shares traded.
Over the past week, the price has changed by -2.55%, over one month by +0.90%, over three months by +5.00% and over the past year by +23.29%.

Is XDTE a buy, sell or hold?

Roundhill Trust - Roundhill has no consensus analysts rating.