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CVRD and MDPL share 12.2% of their holdings.
| Side by side | CVRD | MDPL | TSCV | VRAI |
|---|---|---|---|---|
| Strategy | Income · Covered calls | Income · Dividend stocks | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.92% | 1.19% | 0.60% | 0.55% |
| Cost per year on $10k | $92 | $119 | $60 | $55 |
| Trailing 12-mo yield | 7.46% | 1.32% | 0.24% | 3.05% |
| Income per year on $10k | $746 | $132 | $24 | $305 |
| YTD | +7.5% | +16.2% | +18.4% | +25.6% |
| 1 year | +10.9% | +22.5% | — | +25.9% |
| 3 years · per year | +9.2% | — | — | +15.2% |
| 5 years · per year | — | — | — | +5.7% |
| Worst drop · 1Y | −5.7% | −12.4% | — | −6.6% |
| Volatility · 1Y | 9.2% | 17.3% | — | 11.3% |
| Holdings | 87 | 32 | 58 | 198 |
| Assets | $31M | $62M | $185M | $19M |
| Leverage | None | None | None | None |
| Since | 2023 | 2024 | 2022 | 2019 |
Highlighted = best in the row. Returns include dividends.