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DHSB and HTUS share 91.4% of their holdings.
| Side by side | DHSB | HTUS | MSTB |
|---|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.68% | 0.96% | 1.40% |
| Cost per year on $10k | $68 | $96 | $140 |
| Trailing 12-mo yield | 1.18% | 10.58% | 0.38% |
| Income per year on $10k | $118 | $1,058 | $38 |
| YTD | +6.2% | +12.4% | +7.8% |
| 1 year | +7.4% | +14.8% | +6.2% |
| 3 years · per year | — | +25.4% | +19.9% |
| 5 years · per year | — | +14.6% | +7.4% |
| Worst drop · 1Y | −3.3% | −8.7% | −7.8% |
| Volatility · 1Y | 6.7% | 12.5% | 11.5% |
| Holdings | 0 | 0 | 0 |
| Assets | $39M | $174M | $196M |
| Leverage | None | None | None |
| Since | 2025 | 2015 | 2020 |
Highlighted = best in the row. Returns include dividends.