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| Side by side | SFLR |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 0.89% |
| Cost per year on $10k | $89 |
| Trailing 12-mo yield | 0.25% |
| Income per year on $10k | $25 |
| YTD | +5.0% |
| 1 year | +5.6% |
| 3 years · per year | +16.4% |
| 5 years · per year | — |
| Worst drop · 1Y | −6.8% |
| Volatility · 1Y | 10.0% |
| Holdings | 191 |
| Assets | $2.2B |
| Leverage | None |
| Since | 2022 |
Highlighted = best in the row. Returns include dividends.