Skip to content
Beacon
Screener

QDTE vs IWM

Roundhill Innovation-100 0DTE Covered Call Strategy ETF vs iShares Russell 2000 ETF

QDTE

Roundhill Innovation-100 0DTE Covered Call Strategy ETF

Roundhill Investments

Annual cost

0.96%

Fund size

$828M

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.77% less per year.
  • IWM is significantly larger than QDTE — larger funds tend to be more liquid and less likely to close.
  • QDTE is classified as alternative, while IWM is equity — different risk/return profiles.
  • QDTE follows a option income strategy; IWM uses index tracking.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QDTEIWM
Annual cost (TER)0.96%0.19%
Fund size (AUM)$828M$76.9B
Since20242000
Dividend yield45.82%0.91%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+42.8%+44.9%
CAGR 3YN/A+19.6%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.78
Volatility 1Y14.95%19.29%
Max drawdown-22.86%-41.13%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to QDTE and IWM