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XSHQ and RZG share 29.1% of their holdings.
| Side by side | CTEF | XSHQ | RZG |
|---|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.45% | 0.29% | 0.35% |
| Cost per year on $10k | $45 | $29 | $35 |
| Trailing 12-mo yield | 0.06% | 1.18% | 0.58% |
| Income per year on $10k | $6 | $118 | $58 |
| YTD | +21.2% | +12.0% | +14.6% |
| 1 year | +22.8% | +13.8% | +15.4% |
| 3 years · per year | — | +13.0% | +18.3% |
| 5 years · per year | — | +5.6% | +3.3% |
| Worst drop · 1Y | −15.0% | −9.9% | −15.5% |
| Volatility · 1Y | 24.0% | 15.7% | 18.9% |
| Holdings | 0 | 115 | 126 |
| Assets | $606M | $299M | $118M |
| Leverage | None | None | None |
| Since | 2025 | 2017 | 2006 |
Highlighted = best in the row. Returns include dividends.