XDTE XD

XDTE Roundhill S&P 500 0DTE Covered

Derivative Income · Roundhill Investments

ETF 4 · Weak Momentum 3.0 · Weak Watch

39.18

+0.42%

About the fund

0.97%
Assets (AUM)
326.0M
Inception
2024
39.89

52-week range

39.2
low 35.9 high 44.8
Yield Growth Momentum Safety Value Health

Top holdings

  • WEEK Roundhill Weekly T-Bill ETF 7.44%
  • FGXXX First American Government Obligs X 1.78%

Dividend deep dive

The Roundhill S&P 500 0DTE Covered (XDTE) is a Derivative Income fund from Roundhill Investments, holding $325,960,320 in total assets. The fund's primary sector tilt is towards Technology (39.05%), with significant allocations also in Financial Services (11.07%) and Communication Services (10.64%). Top holdings include the Roundhill Weekly T-Bill ETF (7.44%) and First American Government Obligs X (1.78%). Current distribution yield information is not available. The fund began in 2024, so a meaningful 5-year historical yield band comparison is not yet applicable.

Dividend history

XDTE was incepted in 2024, resulting in a very short distribution history. It operates on a monthly payment frequency. As such, 3-year and 5-year distribution CAGRs are not available. The fund has reported distributions of $6.524 for 2024 so far. As with all funds, the distributions reflect the income generated by its underlying holdings and its derivative-based strategy, which can vary. Given its recent launch, investors have limited historical data to assess long-term distribution growth or consistency trends.

Dividend safety

The fund's expense ratio is 0.97%, which is relatively high for an exchange-traded fund. This cost directly reduces the net returns to unitholders.

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AI-generated from Quantic's dividend data · Updated 17 Jul 2026 · Information, not financial advice.

Price history

53.1 44.9 36.7 2024 2025 2026 2024-04 · 50.2 2024-05 · 51.8 2024-06 · 52.5 2024-07 · 52.2 2024-08 · 52.6 2024-09 · 52.7 2024-10 · 51.4 2024-11 · 53.1 2024-12 · 50.2 2025-01 · 50.2 2025-02 · 48.4 2025-03 · 45.2 2025-04 · 41.5 2025-05 · 43.1 2025-06 · 44.2 2025-07 · 44.0 2025-08 · 43.8 2025-09 · 44.2 2025-10 · 44.3 2025-11 · 43.7 2025-12 · 39.7 2026-01 · 40.0 2026-02 · 39.3 2026-03 · 36.7 2026-04 · 38.9 2026-05 · 40.0 2026-06 · 39.1 2026-07 · 38.5
Price

Dividend profile

Frequency
Monthly
Growth (TTM)
-95.5%
CAGR 3y

Payment calendar

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Dividend history

24

Per-share dividend by year

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Unlock valuation & strategy

Two DDM fair values, margin of safety, sector value rank, Dividend Yield Theory, doubling time and max drawdown.

Appears in these lists

XDTE qualifies for these curated dividend rankings.

Information, not financial advice.

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