RDTE vs VYM
RDTE vs VYM
Roundhill Russell 2000 0DTE Covered Call Strategy ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | RDTE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.04% | |
| AUM | $171M | $79.0B | |
| Dividend Yield | 30.85% | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | +8.04% | +15.80% | |
| 1Y Return | +17.45% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 17.1% | 14.6% | |
| Max Drawdown | -22.4% | -58.8% | |
| Fund Family | Roundhill Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 10, 2024 | Nov 10, 2006 |
RDTE vs VYM Performance
Roundhill Russell 2000 0DTE Covered Call Strategy ETF (RDTE) is a ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RDTE returned +17.45% while VYM returned +26.12%. Year to date, RDTE is up 8.04% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
RDTE has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RDTE charges 0.97% per year while VYM charges 0.04%. On a $10,000 position that is $97 vs $4 annually, a gap of $93 per year that compounds over a long holding period. On income, RDTE currently yields 30.85% against 2.86% for VYM.
Holdings Overlap
RDTE and VYM share 0 holdings out of 559 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 VYM?
RDTE has an expense ratio of 0.97% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, RDTE or VYM?
Over the past year RDTE returned +17.45% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), RDTE annualized +21.64% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, RDTE or VYM?
RDTE has been the more volatile fund at 17.1% annualized versus 14.6% for VYM. Worst drawdown: RDTE -22.4% vs VYM -58.8%.
Should I hold both RDTE and VYM?
RDTE and VYM have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RDTE and VYM?
RDTE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, RDTE or VYM?
RDTE yields 30.85% while VYM yields 2.86%, so RDTE currently pays the higher dividend yield.
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