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| Side by side | FEPI |
|---|---|
| Strategy | Income · Covered calls |
| Expense ratio | 0.65% |
| Cost per year on $10k | $65 |
| Trailing 12-mo yield | 27.20% |
| Income per year on $10k | $2,720 |
| YTD | −0.8% |
| 1 year | −1.7% |
| 3 years · per year | +17.4% |
| 5 years · per year | — |
| Worst drop · 1Y | −15.0% |
| Volatility · 1Y | 20.9% |
| Holdings | 45 |
| Assets | $680M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.