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DESK and SRHR share 12.1% of their holdings.
| Side by side | DESK | SRHR |
|---|---|---|
| Strategy | Sectors · Real estate | Income · Covered calls |
| Expense ratio | 0.51% | 0.75% |
| Cost per year on $10k | $51 | $75 |
| Trailing 12-mo yield | 4.94% | 6.58% |
| Income per year on $10k | $494 | $658 |
| YTD | +10.3% | +10.6% |
| 1 year | +5.1% | +11.4% |
| 3 years · per year | +14.9% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −18.1% | −12.8% |
| Volatility · 1Y | 20.7% | 13.6% |
| Holdings | 26 | 33 |
| Assets | $6M | $50M |
| Leverage | None | None |
| Since | 2023 | 2023 |
Highlighted = best in the row. Returns include dividends.