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KYLD and SGRT share 7.9% of their holdings.
| Side by side | KYLD | SGRT | BOTT |
|---|---|---|---|
| Strategy | Income · Premium income | US Stock Styles · Growth | Thematic · AI & semis |
| Expense ratio | 1.24% | 0.59% | 0.35% |
| Cost per year on $10k | $124 | $59 | $35 |
| Trailing 12-mo yield | 34.66% | 0.13% | 0.16% |
| Income per year on $10k | $3,466 | $13 | $16 |
| YTD | −2.5% | +20.3% | −16.6% |
| 1 year | — | +16.1% | −14.5% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −21.0% | −25.0% | −44.3% |
| Volatility · 1Y | 34.1% | 39.7% | 42.5% |
| Holdings | 0 | 0 | 31 |
| Assets | $47M | $62M | $57M |
| Leverage | None | None | None |
| Since | 2025 | 2025 | 2024 |
Highlighted = best in the row. Returns include dividends.