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NDIV and OSCV share 4.3% of their holdings.
| Side by side | NDIV | FORH | OSCV | SFLO |
|---|---|---|---|---|
| Strategy | Income · Covered calls | Unsorted | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.59% | 1.19% | 0.79% | 0.56% |
| Cost per year on $10k | $59 | $119 | $79 | $56 |
| Trailing 12-mo yield | 8.68% | 1.85% | 1.11% | 0.72% |
| Income per year on $10k | $868 | $185 | $111 | $72 |
| YTD | +40.1% | −1.5% | +12.4% | +37.2% |
| 1 year | +37.1% | −6.8% | +10.8% | +40.2% |
| 3 years · per year | +17.5% | +5.0% | +13.6% | — |
| 5 years · per year | — | +1.8% | +5.1% | — |
| Worst drop · 1Y | −11.6% | −10.5% | −9.1% | −8.2% |
| Volatility · 1Y | 18.6% | 14.4% | 11.9% | 17.2% |
| Holdings | 49 | 0 | 0 | 202 |
| Assets | $34M | $18M | $632M | $886M |
| Leverage | None | None | None | None |
| Since | 2022 | 2021 | 2018 | 2023 |
Highlighted = best in the row. Returns include dividends.