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| Side by side | CAIE |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.74% |
| Cost per year on $10k | $74 |
| Trailing 12-mo yield | 14.44% |
| Income per year on $10k | $1,444 |
| YTD | +10.6% |
| 1 year | +11.6% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −7.7% |
| Volatility · 1Y | 11.2% |
| Holdings | 4 |
| Assets | $1.5B |
| Leverage | None |
| Since | 2025 |
Highlighted = best in the row. Returns include dividends.