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CHPY and IDVO share 10.1% of their holdings.
| Side by side | CHPY | IDVO |
|---|---|---|
| Strategy | Thematic Income · A basket | Income · Covered calls |
| Expense ratio | 1.03% | 0.65% |
| Cost per year on $10k | $103 | $65 |
| Trailing 12-mo yield | 45.44% | 6.13% |
| Income per year on $10k | $4,544 | $613 |
| YTD | +52.2% | +10.4% |
| 1 year | +53.0% | +12.8% |
| 3 years · per year | — | +22.2% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −27.6% | −10.4% |
| Volatility · 1Y | 40.7% | 16.8% |
| Holdings | 0 | 61 |
| Assets | $1.3B | $1.4B |
| Leverage | None | None |
| Since | 2025 | 2022 |
Highlighted = best in the row. Returns include dividends.