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BBC and RFLR share 5.2% of their holdings.
| Side by side | BBC | RFLR |
|---|---|---|
| Strategy | Sectors · Health care | Defined Outcome · Hedged equity |
| Expense ratio | 0.65% | 0.89% |
| Cost per year on $10k | $65 | $89 |
| Trailing 12-mo yield | 1.57% | 0.65% |
| Income per year on $10k | $157 | $65 |
| YTD | +8.4% | +12.5% |
| 1 year | +32.6% | +14.0% |
| 3 years · per year | +35.3% | — |
| 5 years · per year | −0.6% | — |
| Worst drop · 1Y | −30.2% | −7.1% |
| Volatility · 1Y | 37.8% | 11.8% |
| Holdings | 198 | 831 |
| Assets | $34M | $95M |
| Leverage | None | None |
| Since | 2014 | 2024 |
Highlighted = best in the row. Returns include dividends.