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DIVO and DIA share 50.1% of their holdings.
| Side by side | DIVO | DIA | PBPH |
|---|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Large cap | Sectors · Health care |
| Expense ratio | 0.56% | 0.16% | 0.13% |
| Cost per year on $10k | $56 | $16 | $13 |
| Trailing 12-mo yield | 6.39% | 1.38% | 0.07% |
| Income per year on $10k | $639 | $138 | $7 |
| YTD | +10.3% | +9.2% | +23.5% |
| 1 year | +11.7% | +10.9% | — |
| 3 years · per year | +17.7% | +18.4% | — |
| 5 years · per year | +10.6% | +9.6% | — |
| Worst drop · 1Y | −6.0% | −9.8% | — |
| Volatility · 1Y | 9.4% | 12.6% | — |
| Holdings | 36 | 30 | 0 |
| Assets | $8.0B | $45.5B | $1.2B |
| Leverage | None | None | None |
| Since | 2016 | 1998 | 2025 |
Highlighted = best in the row. Returns include dividends.