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NETL and SRHR share 15.5% of their holdings.
| Side by side | NETL | SRHR |
|---|---|---|
| Strategy | Sectors · Real estate | Income · Covered calls |
| Expense ratio | 0.60% | 0.75% |
| Cost per year on $10k | $60 | $75 |
| Trailing 12-mo yield | 5.70% | 6.61% |
| Income per year on $10k | $570 | $661 |
| YTD | +4.6% | +10.0% |
| 1 year | +3.1% | +8.9% |
| 3 years · per year | +10.1% | — |
| 5 years · per year | −0.7% | — |
| Worst drop · 1Y | −17.1% | −12.8% |
| Volatility · 1Y | 14.9% | 13.8% |
| Holdings | 22 | 33 |
| Assets | $46M | $50M |
| Leverage | None | None |
| Since | 2019 | 2023 |
Highlighted = best in the row. Returns include dividends.