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DHSB and HEGD share 93.2% of their holdings.
| Side by side | DHSB | HEGD |
|---|---|---|
| Strategy | Income · Covered calls | Defined Outcome · Hedged equity |
| Expense ratio | 0.68% | 0.88% |
| Cost per year on $10k | $68 | $88 |
| Trailing 12-mo yield | 1.18% | 0.34% |
| Income per year on $10k | $118 | $34 |
| YTD | +6.2% | +5.4% |
| 1 year | +7.4% | +5.1% |
| 3 years · per year | — | +14.7% |
| 5 years · per year | — | +7.6% |
| Worst drop · 1Y | −3.3% | −4.4% |
| Volatility · 1Y | 6.7% | 8.0% |
| Holdings | 0 | 0 |
| Assets | $39M | $730M |
| Leverage | None | None |
| Since | 2025 | 2020 |
Highlighted = best in the row. Returns include dividends.