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KBUF and WEEL share 5.3% of their holdings.
| Side by side | KBUF | WEEL |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Income · Dividend stocks |
| Expense ratio | 0.97% | 1.24% |
| Cost per year on $10k | $97 | $124 |
| Trailing 12-mo yield | 9.14% | 13.02% |
| Income per year on $10k | $914 | $1,302 |
| YTD | −17.8% | +6.9% |
| 1 year | −20.4% | +9.4% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −21.9% | −5.7% |
| Volatility · 1Y | 12.6% | 10.2% |
| Holdings | 4 | 0 |
| Assets | $6M | $49M |
| Leverage | None | None |
| Since | 2024 | 2024 |
Highlighted = best in the row. Returns include dividends.