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HCOW and COWS share 72.4% of their holdings.
| Side by side | HCOW | VSMV | COWS |
|---|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Factor | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.41% | 0.39% |
| Cost per year on $10k | $65 | $41 | $39 |
| Trailing 12-mo yield | 10.85% | 1.28% | 1.26% |
| Income per year on $10k | $1,085 | $128 | $126 |
| YTD | +16.0% | +14.0% | +26.0% |
| 1 year | +21.1% | +17.5% | +33.5% |
| 3 years · per year | +13.8% | +18.9% | +23.7% |
| 5 years · per year | — | +11.0% | — |
| Worst drop · 1Y | −9.5% | −5.2% | −10.4% |
| Volatility · 1Y | 12.6% | 9.4% | 14.9% |
| Holdings | 60 | 63 | 40 |
| Assets | $19M | $163M | $45M |
| Leverage | None | None | None |
| Since | 2023 | 2017 | 2023 |
Highlighted = best in the row. Returns include dividends.