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HELO and SFLR share 57.5% of their holdings.
| Side by side | HELO | BALT | SFLR |
|---|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 0.50% | 0.69% | 0.89% |
| Cost per year on $10k | $50 | $69 | $89 |
| Trailing 12-mo yield | 0.57% | 0.00% | 0.25% |
| Income per year on $10k | $57 | $0 | $25 |
| YTD | +3.9% | +4.2% | +5.0% |
| 1 year | +5.4% | +5.9% | +5.6% |
| 3 years · per year | +12.8% | +8.1% | +16.4% |
| 5 years · per year | — | +6.2% | — |
| Worst drop · 1Y | −5.8% | −1.2% | −6.8% |
| Volatility · 1Y | 7.2% | 2.3% | 10.0% |
| Holdings | 147 | 6 | 191 |
| Assets | $4.9B | $3.5B | $2.2B |
| Leverage | None | None | None |
| Since | 2023 | 2021 | 2022 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.