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DHSB and HTUS share 91.4% of their holdings.
| Side by side | DHSB | HTUS |
|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Large cap |
| Expense ratio | 0.68% | 0.96% |
| Cost per year on $10k | $68 | $96 |
| Trailing 12-mo yield | 1.17% | 10.29% |
| Income per year on $10k | $117 | $1,029 |
| YTD | +7.1% | +15.6% |
| 1 year | +8.1% | +17.4% |
| 3 years · per year | — | +25.5% |
| 5 years · per year | — | +15.3% |
| Worst drop · 1Y | −3.3% | −8.7% |
| Volatility · 1Y | 6.7% | 12.4% |
| Holdings | 0 | 0 |
| Assets | $39M | $175M |
| Leverage | None | None |
| Since | 2025 | 2015 |
Highlighted = best in the row. Returns include dividends.