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TDIV and CHPY share 23.7% of their holdings.
| Side by side | BTCI | TDIV | CHPY |
|---|---|---|---|
| Strategy | Thematic Income · A basket | Thematic Income · A basket | Thematic Income · A basket |
| Expense ratio | 0.99% | 0.50% | 1.03% |
| Cost per year on $10k | $99 | $50 | $103 |
| Trailing 12-mo yield | 31.31% | 1.41% | 50.57% |
| Income per year on $10k | $3,131 | $141 | $5,057 |
| YTD | −15.5% | +17.4% | +36.7% |
| 1 year | −28.7% | +13.1% | +37.1% |
| 3 years · per year | — | +29.8% | — |
| 5 years · per year | — | +16.4% | — |
| Worst drop · 1Y | −42.9% | −16.3% | −30.4% |
| Volatility · 1Y | 40.2% | 20.7% | 41.5% |
| Holdings | 0 | 87 | 0 |
| Assets | $1.3B | $4.4B | $1.3B |
| Leverage | None | None | None |
| Since | 2024 | 2012 | 2025 |
Highlighted = best in the row. Returns include dividends.