QDTE vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricQDTEVOOWinner
Expense Ratio0.97%0.03%
AUM$907M$979.0B
Dividend Yield44.78%1.09%
Holdings8509
YTD Return+3.64%+13.79%
1Y Return+13.48%+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)17.2%14.1%
Max Drawdown-20.2%-34.3%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionMar 7, 2024Sep 7, 2010

QDTE vs VOO Performance

Roundhill Innovation-100 0DTE Covered Call Strategy ETF (QDTE) is a ETF from Roundhill Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year QDTE returned +13.48% while VOO returned +23.01%. Year to date, QDTE is up 3.64% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

QDTE has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -20.2% for QDTE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QDTE charges 0.97% per year while VOO charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, QDTE currently yields 44.78% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

QDTE and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QDTE or VOO?

QDTE has an expense ratio of 0.97% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

Which performed better, QDTE or VOO?

Over the past year QDTE returned +13.48% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), QDTE annualized +20.70% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, QDTE or VOO?

QDTE has been the more volatile fund at 17.2% annualized versus 14.1% for VOO. Worst drawdown: QDTE -20.2% vs VOO -34.3%.

Should I hold both QDTE and VOO?

QDTE and VOO have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QDTE and VOO?

QDTE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, QDTE or VOO?

QDTE yields 44.78% while VOO yields 1.09%, so QDTE currently pays the higher dividend yield.

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