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CHPY and IDVO share 10.1% of their holdings.
| Side by side | CHPY | IDVO |
|---|---|---|
| Strategy | Thematic Income · A basket | Income · Covered calls |
| Expense ratio | 1.03% | 0.65% |
| Cost per year on $10k | $103 | $65 |
| Trailing 12-mo yield | 50.57% | 6.32% |
| Income per year on $10k | $5,057 | $632 |
| YTD | +36.7% | +7.6% |
| 1 year | +37.1% | +10.4% |
| 3 years · per year | — | +21.3% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −30.4% | −10.4% |
| Volatility · 1Y | 41.5% | 16.9% |
| Holdings | 0 | 68 |
| Assets | $1.3B | $1.4B |
| Leverage | None | None |
| Since | 2025 | 2022 |
Highlighted = best in the row. Returns include dividends.