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