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CEFS and CEFZ share 18.9% of their holdings.
| Side by side | CEFS | CEFZ |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 1.11% | 2.82% |
| Cost per year on $10k | $111 | $282 |
| Trailing 12-mo yield | 7.34% | 10.33% |
| Income per year on $10k | $734 | $1,033 |
| YTD | +10.9% | +3.6% |
| 1 year | +13.7% | +5.8% |
| 3 years · per year | +23.1% | — |
| 5 years · per year | +12.2% | — |
| Worst drop · 1Y | −6.0% | −6.8% |
| Volatility · 1Y | 11.9% | 10.6% |
| Holdings | 115 | 46 |
| Assets | $430M | $40M |
| Leverage | None | None |
| Since | 2017 | 2006 |
Highlighted = best in the row. Returns include dividends.