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KLIP and KPRO share 74.9% of their holdings.
| Side by side | KLIP | KPRO | WEEL |
|---|---|---|---|
| Strategy | Income · Covered calls | Defined Outcome · Hedged equity | Income · Dividend stocks |
| Expense ratio | 0.94% | 1.00% | 1.24% |
| Cost per year on $10k | $94 | $100 | $124 |
| Trailing 12-mo yield | 31.83% | 9.74% | 12.83% |
| Income per year on $10k | $3,183 | $974 | $1,283 |
| YTD | −17.6% | −7.4% | +8.5% |
| 1 year | −21.3% | −8.2% | +10.9% |
| 3 years · per year | +2.0% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −22.3% | −12.9% | −5.5% |
| Volatility · 1Y | 16.6% | 15.9% | 10.0% |
| Holdings | 11 | 4 | 0 |
| Assets | $81M | $3M | $49M |
| Leverage | None | None | None |
| Since | 2023 | 2024 | 2024 |
Highlighted = best in the row. Returns include dividends.