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| Side by side | KSPY |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 0.88% |
| Cost per year on $10k | $88 |
| Trailing 12-mo yield | 5.84% |
| Income per year on $10k | $584 |
| YTD | +10.7% |
| 1 year | +12.2% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −4.5% |
| Volatility · 1Y | 7.6% |
| Holdings | 5 |
| Assets | $132M |
| Leverage | None |
| Since | 2024 |
Highlighted = best in the row. Returns include dividends.