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HCOW and VSMV share 15.9% of their holdings.
| Side by side | HCOW | MAVF | VSMV |
|---|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Value | US Stock Styles · Factor |
| Expense ratio | 0.65% | 0.75% | 0.42% |
| Cost per year on $10k | $65 | $75 | $42 |
| Trailing 12-mo yield | 11.03% | 0.37% | 1.27% |
| Income per year on $10k | $1,103 | $37 | $127 |
| YTD | +15.3% | +14.0% | +15.1% |
| 1 year | +18.4% | +15.4% | +17.3% |
| 3 years · per year | +13.0% | — | +18.8% |
| 5 years · per year | — | — | +11.3% |
| Worst drop · 1Y | −9.5% | −10.9% | −5.2% |
| Volatility · 1Y | 12.7% | 14.6% | 9.4% |
| Holdings | 60 | 0 | 63 |
| Assets | $18M | $92M | $162M |
| Leverage | None | None | None |
| Since | 2023 | 1983 | 2017 |
Highlighted = best in the row. Returns include dividends.