Loading…
CZA and IINC share 5.4% of their holdings.
| Side by side | CZA | IINC |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Premium income |
| Expense ratio | 0.69% | 0.75% |
| Cost per year on $10k | $69 | $75 |
| Trailing 12-mo yield | 1.36% | 3.34% |
| Income per year on $10k | $136 | $334 |
| YTD | +14.9% | — |
| 1 year | +19.2% | — |
| 3 years · per year | +17.8% | — |
| 5 years · per year | +7.5% | — |
| Worst drop · 1Y | −9.2% | — |
| Volatility · 1Y | 11.9% | — |
| Holdings | 101 | 0 |
| Assets | $182M | $36M |
| Leverage | None | None |
| Since | 2007 | 2026 |
Highlighted = best in the row. Returns include dividends.