RDTE vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricRDTEVTIWinner
Expense Ratio0.97%0.03%
AUM$171M$663.5B
Dividend Yield30.85%1.07%
Holdings53,543
YTD Return+8.04%+14.20%
1Y Return+17.45%+24.16%
3Y Return (annualized)-+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)17.1%15.3%
Max Drawdown-22.4%-56.6%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionSep 10, 2024May 24, 2001

RDTE vs VTI Performance

Roundhill Russell 2000 0DTE Covered Call Strategy ETF (RDTE) is a ETF from Roundhill Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RDTE returned +17.45% while VTI returned +24.16%. Year to date, RDTE is up 8.04% versus a gain of 14.20% for VTI.

Risk: Volatility and Drawdowns

RDTE has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 15.3% for VTI. 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 -22.4% for RDTE and -56.6% for VTI. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RDTE charges 0.97% per year while VTI 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, RDTE currently yields 30.85% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

RDTE and VTI share 0 holdings out of 2784 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, RDTE or VTI?

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

Which performed better, RDTE or VTI?

Over the past year RDTE returned +17.45% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), RDTE annualized +21.64% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, RDTE or VTI?

RDTE has been the more volatile fund at 17.1% annualized versus 15.3% for VTI. Worst drawdown: RDTE -22.4% vs VTI -56.6%.

Should I hold both RDTE and VTI?

RDTE and VTI have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RDTE and VTI?

RDTE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, RDTE or VTI?

RDTE yields 30.85% while VTI yields 1.07%, so RDTE currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.