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CBSE and CBLS share 86.6% of their holdings.
| Side by side | CBSE | CBLS |
|---|---|---|
| Strategy | Unsorted | Defined Outcome · Hedged equity |
| Expense ratio | 0.85% | 1.89% |
| Cost per year on $10k | $85 | $189 |
| Trailing 12-mo yield | 0.32% | 0.85% |
| Income per year on $10k | $32 | $85 |
| YTD | +9.3% | +5.3% |
| 1 year | +7.1% | +3.0% |
| 3 years · per year | +27.4% | +16.2% |
| 5 years · per year | +8.5% | +2.5% |
| Worst drop · 1Y | −18.1% | −15.5% |
| Volatility · 1Y | 25.7% | 19.1% |
| Holdings | 10 | 20 |
| Assets | $46M | $50M |
| Leverage | None | None |
| Since | 2020 | 2020 |
Highlighted = best in the row. Returns include dividends.