Loading…
EASY and CBLS share 10.3% of their holdings.
| Side by side | EASY | CBLS |
|---|---|---|
| Strategy | Income · Dividend stocks | Defined Outcome · Hedged equity |
| Expense ratio | 0.88% | 1.89% |
| Cost per year on $10k | $88 | $189 |
| Trailing 12-mo yield | 11.46% | 0.85% |
| Income per year on $10k | $1,146 | $85 |
| YTD | +17.6% | +5.3% |
| 1 year | +17.6% | +3.0% |
| 3 years · per year | — | +16.2% |
| 5 years · per year | — | +2.5% |
| Worst drop · 1Y | −7.8% | −15.5% |
| Volatility · 1Y | 12.0% | 19.1% |
| Holdings | 0 | 20 |
| Assets | $67M | $50M |
| Leverage | None | None |
| Since | 2025 | 2020 |
Highlighted = best in the row. Returns include dividends.