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GRPZ and RZG share 38.4% of their holdings.
| Side by side | CTEF | GRPZ | RZG |
|---|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.45% | 0.35% | 0.35% |
| Cost per year on $10k | $45 | $35 | $35 |
| Trailing 12-mo yield | 0.06% | 0.84% | 0.57% |
| Income per year on $10k | $6 | $84 | $57 |
| YTD | +26.0% | +18.6% | +17.0% |
| 1 year | +28.0% | +18.3% | +14.9% |
| 3 years · per year | — | — | +18.8% |
| 5 years · per year | — | — | +3.9% |
| Worst drop · 1Y | −15.0% | −10.3% | −15.5% |
| Volatility · 1Y | 23.8% | 16.0% | 18.8% |
| Holdings | 0 | 87 | 126 |
| Assets | $630M | $3M | $120M |
| Leverage | None | None | None |
| Since | 2025 | 2024 | 2006 |
Highlighted = best in the row. Returns include dividends.