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CUT and HCOW share 4.2% of their holdings.
| Side by side | CUT | HCOW |
|---|---|---|
| Strategy | Sectors · Materials | Income · Covered calls |
| Expense ratio | 0.99% | 0.65% |
| Cost per year on $10k | $99 | $65 |
| Trailing 12-mo yield | 2.52% | 10.85% |
| Income per year on $10k | $252 | $1,085 |
| YTD | −2.1% | +16.0% |
| 1 year | +3.5% | +21.1% |
| 3 years · per year | +2.6% | +13.8% |
| 5 years · per year | −2.6% | — |
| Worst drop · 1Y | −19.6% | −9.5% |
| Volatility · 1Y | 18.4% | 12.6% |
| Holdings | 49 | 60 |
| Assets | $30M | $19M |
| Leverage | None | None |
| Since | 2007 | 2023 |
Highlighted = best in the row. Returns include dividends.