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EQWL and CVRD share 15.9% of their holdings.
| Side by side | EAGL | MOAT | EQWL | CVRD |
|---|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap | US Stock Styles · Equal weight | Income · Covered calls |
| Expense ratio | 0.81% | 0.46% | 0.30% | 0.92% |
| Cost per year on $10k | $81 | $46 | $30 | $92 |
| Trailing 12-mo yield | 0.50% | 1.25% | 1.54% | 7.46% |
| Income per year on $10k | $50 | $125 | $154 | $746 |
| YTD | +10.4% | +8.5% | +14.6% | +7.5% |
| 1 year | +11.4% | +11.8% | +15.7% | +7.9% |
| 3 years · per year | — | +16.8% | +22.3% | +8.9% |
| 5 years · per year | — | +9.2% | +12.0% | — |
| Worst drop · 1Y | −13.5% | −12.4% | −7.8% | −5.7% |
| Volatility · 1Y | 14.4% | 14.0% | 10.6% | 9.5% |
| Holdings | 27 | 58 | 102 | 87 |
| Assets | $4.9B | $11.6B | $2.9B | $31M |
| Leverage | None | None | None | None |
| Since | 2024 | 2012 | 2006 | 2023 |
Highlighted = best in the row. Returns include dividends.