
XDTE Total Return Calculator
$10,000 since Mar 2024, with and without reinvesting · data through Oct 2026
Since Mar 2024, $10,000 became $14,255 reinvested (14.7% a year), or $13,059 taking the distributions as cash, $6,000 of it paid out along the way.
XDTE became
$14,255
S&P 500: $14,874
Return a year
14.7%
S&P 500: 16.6%
Payouts reinvested
$8,372
bought more shares
Worst drop
-12.1%
S&P 500: -7.6%
$10,000, Mar 2024 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | XDTE total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +10.4% | $2,147 | +11.7% |
| 2025 | +12.9% | $4,194 | +17.7% |
| 2024 (part) | +14.3% | $2,030 | +13.1% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: XDTE total return
Data as of · Source: SmarterDividends data
- $10,000 invested in XDTE at the end of Mar 2024, with distributions reinvested, was worth $14,255 at the end of Oct 2026: 14.7% a year, against $14,874 (16.6% a year) in the S&P 500.
- Taking XDTE's distributions as cash instead of reinvesting them, the same $10,000 ended at $13,059, including $6,000 of cash received; reinvesting added $1,197.
- XDTE's best calendar year in that time was 2025 (12.9%) and its worst 2025 (12.9%), with distributions reinvested.
Cite this page
SmarterDividends, "XDTE Total Return Calculator," updated Nov 7, 2026, https://smarterdividends.com/stocks/XDTE/total-return
XDTE total return questions
What is XDTE's total return since Mar 2024?
43% in total, or 14.7% a year, through Oct 2026 with distributions reinvested. The share price alone fell 29%.
How much of XDTE's return came from distributions?
About 100% of its yearly return since Mar 2024. Reinvesting them, rather than taking cash, left you $1,197 better off on a $10,000 start.
What was XDTE's worst year?
2025, at 12.9% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -12.1%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.
