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SECT and BUYW share 41.6% of their holdings.
| Side by side | SECT | BUYW | EMPB | FDAT |
|---|---|---|---|---|
| Strategy | Unsorted | Income · Covered calls | Unsorted | Unsorted |
| Expense ratio | 0.69% | 0.99% | 2.21% | 0.74% |
| Cost per year on $10k | $69 | $99 | $221 | $74 |
| Trailing 12-mo yield | 0.70% | 5.96% | 0.74% | 6.00% |
| Income per year on $10k | $70 | $596 | $74 | $600 |
| YTD | +9.3% | +5.7% | +18.2% | +3.5% |
| 1 year | +10.1% | +7.7% | +15.9% | +2.9% |
| 3 years · per year | +20.6% | +9.3% | — | +10.1% |
| 5 years · per year | +11.0% | — | — | — |
| Worst drop · 1Y | −10.7% | −2.5% | −5.9% | −4.8% |
| Volatility · 1Y | 14.9% | 4.9% | 12.6% | 9.8% |
| Holdings | 16 | 10 | 0 | 0 |
| Assets | $2.9B | $1.5B | $38M | $36M |
| Leverage | None | None | None | None |
| Since | 2017 | 2022 | 2024 | 2023 |
Highlighted = best in the row. Returns include dividends.