Loading…
XLSR and BUYW share 21.9% of their holdings.
| Side by side | XLSR | BUYW |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Covered calls |
| Expense ratio | 0.70% | 0.99% |
| Cost per year on $10k | $70 | $99 |
| Trailing 12-mo yield | 0.40% | 5.93% |
| Income per year on $10k | $40 | $593 |
| YTD | +6.9% | +6.2% |
| 1 year | +7.4% | +8.0% |
| 3 years · per year | +18.3% | +9.4% |
| 5 years · per year | +9.2% | — |
| Worst drop · 1Y | −11.1% | −2.5% |
| Volatility · 1Y | 13.6% | 4.9% |
| Holdings | 21 | 10 |
| Assets | $1.1B | $1.5B |
| Leverage | None | None |
| Since | 2019 | 2022 |
Highlighted = best in the row. Returns include dividends.