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BKGI and SRHR share 10.1% of their holdings.
| Side by side | BKGI | SRHR |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Covered calls |
| Expense ratio | 0.65% | 0.75% |
| Cost per year on $10k | $65 | $75 |
| Trailing 12-mo yield | 3.05% | 6.61% |
| Income per year on $10k | $305 | $661 |
| YTD | +7.5% | +10.0% |
| 1 year | +10.1% | +8.9% |
| 3 years · per year | +22.6% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −10.5% | −12.8% |
| Volatility · 1Y | 11.8% | 13.8% |
| Holdings | 37 | 33 |
| Assets | $1.9B | $50M |
| Leverage | None | None |
| Since | 2022 | 2023 |
Highlighted = best in the row. Returns include dividends.