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BUYW and HEQT share 15.4% of their holdings.
| Side by side | BUYW | HEQT |
|---|---|---|
| Strategy | Income · Covered calls | Defined Outcome · Hedged equity |
| Expense ratio | 0.99% | 0.53% |
| Cost per year on $10k | $99 | $53 |
| Trailing 12-mo yield | 5.96% | 1.17% |
| Income per year on $10k | $596 | $117 |
| YTD | +5.7% | +7.4% |
| 1 year | +7.7% | +9.0% |
| 3 years · per year | +9.3% | +15.3% |
| 5 years · per year | — | +8.9% |
| Worst drop · 1Y | −2.5% | −5.1% |
| Volatility · 1Y | 4.9% | 7.4% |
| Holdings | 10 | 11 |
| Assets | $1.5B | $307M |
| Leverage | None | None |
| Since | 2022 | 2021 |
Highlighted = best in the row. Returns include dividends.