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SPYT and SPUC share 99.7% of their holdings.
| Side by side | HEQT | SPYT | SPUC |
|---|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.53% | 0.92% | 0.53% |
| Cost per year on $10k | $53 | $92 | $53 |
| Trailing 12-mo yield | 1.15% | 20.87% | 15.08% |
| Income per year on $10k | $115 | $2,087 | $1,508 |
| YTD | +9.1% | +12.8% | +11.0% |
| 1 year | +10.2% | +11.6% | +6.8% |
| 3 years · per year | +15.4% | — | +25.3% |
| 5 years · per year | +9.1% | — | +12.0% |
| Worst drop · 1Y | −5.1% | −8.0% | −11.3% |
| Volatility · 1Y | 7.3% | 11.5% | 15.3% |
| Holdings | 11 | 5 | 3 |
| Assets | $312M | $168M | $262M |
| Leverage | None | None | None |
| Since | 2021 | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.