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BUYW and SECT share 41.6% of their holdings.
| Side by side | BUYW | SECT | EDGQ |
|---|---|---|---|
| Strategy | Income · Covered calls | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.99% | 0.69% | 0.53% |
| Cost per year on $10k | $99 | $69 | $53 |
| Trailing 12-mo yield | 5.96% | 0.70% | 9.71% |
| Income per year on $10k | $596 | $70 | $971 |
| YTD | +5.7% | +9.3% | — |
| 1 year | +7.7% | +10.1% | — |
| 3 years · per year | +9.3% | +20.6% | — |
| 5 years · per year | — | +11.0% | — |
| Worst drop · 1Y | −2.5% | −10.7% | — |
| Volatility · 1Y | 4.9% | 14.9% | — |
| Holdings | 10 | 16 | 5 |
| Assets | $1.5B | $2.9B | $12M |
| Leverage | None | None | None |
| Since | 2022 | 2017 | 2026 |
Highlighted = best in the row. Returns include dividends.