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BESF and MLPI share 24.3% of their holdings.
| Side by side | NDIV | BESF | MLPI |
|---|---|---|---|
| Strategy | Income · Covered calls | Sectors · Energy | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.81% | 0.68% |
| Cost per year on $10k | $59 | $81 | $68 |
| Trailing 12-mo yield | 8.68% | 5.82% | 13.43% |
| Income per year on $10k | $868 | $582 | $1,343 |
| YTD | +40.1% | +23.2% | +20.2% |
| 1 year | +37.1% | +33.9% | — |
| 3 years · per year | +17.5% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −11.6% | −12.5% | — |
| Volatility · 1Y | 18.6% | 21.1% | — |
| Holdings | 49 | 0 | 0 |
| Assets | $34M | $35M | $950M |
| Leverage | None | None | None |
| Since | 2022 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.