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WEEI and DIVO share 5.9% of their holdings.
| Side by side | WEEI | DIVO |
|---|---|---|
| Strategy | Income · Covered calls | Income · Covered calls |
| Expense ratio | 0.85% | 0.56% |
| Cost per year on $10k | $85 | $56 |
| Trailing 12-mo yield | 11.25% | 6.33% |
| Income per year on $10k | $1,125 | $633 |
| YTD | +33.3% | +11.0% |
| 1 year | +39.4% | +12.0% |
| 3 years · per year | — | +17.5% |
| 5 years · per year | — | +10.9% |
| Worst drop · 1Y | −10.3% | −6.0% |
| Volatility · 1Y | 15.2% | 9.4% |
| Holdings | 21 | 35 |
| Assets | $118M | $8.1B |
| Leverage | None | None |
| Since | 2024 | 2016 |
Highlighted = best in the row. Returns include dividends.