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| Side by side | DJIA |
|---|---|
| Strategy | Income · Covered calls |
| Expense ratio | 0.60% |
| Cost per year on $10k | $60 |
| Trailing 12-mo yield | 9.91% |
| Income per year on $10k | $991 |
| YTD | +8.4% |
| 1 year | +11.9% |
| 3 years · per year | +12.7% |
| 5 years · per year | — |
| Worst drop · 1Y | −7.3% |
| Volatility · 1Y | 7.9% |
| Holdings | 31 |
| Assets | $213M |
| Leverage | None |
| Since | 2022 |
Highlighted = best in the row. Returns include dividends.