RDTE vs VXUS

RDTE vs VXUS

Which is better, RDTE or VXUS?

Small Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricRDTEVXUS
Expense Ratio0.97%0.05%Best
AUM$184M$158.1B
Dividend Yield43.61%2.51%
Holdings58,747
YTD Return+0.64%+13.64%Best
1Y Return+2.79%+20.82%Best
3Y Return (annualized)-+19.58%
5Y Return (annualized)-+9.14%
Volatility (annualized)17.2%12.1%Best
Max Drawdown-22.4%-13.6%Best
$10,000 over 2 years$13,493$14,882Best
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionSep 10, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 10, 2024 to Sep 17, 2026 (2 years).

RDTE vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.

RDTE vs VXUS Performance

Roundhill Russell 2000 0DTE Covered Call Strategy ETF (RDTE) is an ETF from Roundhill Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year RDTE returned +2.79% while VXUS returned +20.82%. Year to date, RDTE is up 0.64% versus a gain of 13.64% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RDTE has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 12.1% for VXUS. 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

RDTE charges 0.97% per year while VXUS charges 0.05%. On a $10,000 position that is $97 vs $5 annually, a gap of $92 per year that compounds over a long holding period. On income, RDTE currently yields 43.61% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 1 holding in RDTE and 8,082 in VXUS, totalling 3.4% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in RDTE and 8,082 in VXUS, against full books of 5 and 8,747.

You are not choosing between two funds in isolation.

Whichever of RDTE and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RDTEVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RDTE or VXUS?

RDTE has an expense ratio of 0.97% while VXUS charges 0.05%. VXUS is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, RDTE or VXUS?

Over the past year RDTE returned +2.79% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), RDTE annualized +16.16% vs +21.99% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RDTE or VXUS?

RDTE has been the more volatile fund at 17.2% annualized versus 12.1% for VXUS. Worst drawdown: RDTE -22.4% vs VXUS -13.6%.

Should I hold both RDTE and VXUS?

RDTE and VXUS have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, RDTE or VXUS?

RDTE yields 43.61% while VXUS yields 2.51%, so RDTE currently pays the higher dividend yield.

Is VXUS better than RDTE?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.