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EQWL and CVRD share 15.9% of their holdings.
| Side by side | EQWL | CVRD |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | Income · Covered calls |
| Expense ratio | 0.30% | 0.92% |
| Cost per year on $10k | $30 | $92 |
| Trailing 12-mo yield | 1.56% | 7.46% |
| Income per year on $10k | $156 | $746 |
| YTD | +13.4% | +7.5% |
| 1 year | +15.7% | +10.9% |
| 3 years · per year | +22.6% | +9.2% |
| 5 years · per year | +11.6% | — |
| Worst drop · 1Y | −7.8% | −5.7% |
| Volatility · 1Y | 10.7% | 9.2% |
| Holdings | 102 | 87 |
| Assets | $2.8B | $31M |
| Leverage | None | None |
| Since | 2006 | 2023 |
Highlighted = best in the row. Returns include dividends.