Loading…
BUYW and SPUC share 15.4% of their holdings.
| Side by side | BUYW | SPUC |
|---|---|---|
| Strategy | Income · Covered calls | Income · Dividend stocks |
| Expense ratio | 0.99% | 0.53% |
| Cost per year on $10k | $99 | $53 |
| Trailing 12-mo yield | 5.93% | 15.08% |
| Income per year on $10k | $593 | $1,508 |
| YTD | +6.2% | +11.0% |
| 1 year | +8.0% | +6.8% |
| 3 years · per year | +9.4% | +25.3% |
| 5 years · per year | — | +12.0% |
| Worst drop · 1Y | −2.5% | −11.3% |
| Volatility · 1Y | 4.9% | 15.3% |
| Holdings | 10 | 3 |
| Assets | $1.5B | $262M |
| Leverage | None | None |
| Since | 2022 | 2020 |
Highlighted = best in the row. Returns include dividends.