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NDIV and BESF share 14.3% of their holdings.
| Side by side | NDIV | BESF | XSHD |
|---|---|---|---|
| Strategy | Income · Covered calls | Sectors · Energy | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.81% | 0.30% |
| Cost per year on $10k | $59 | $81 | $30 |
| Trailing 12-mo yield | 9.36% | 6.05% | 5.00% |
| Income per year on $10k | $936 | $605 | $500 |
| YTD | +38.7% | +18.6% | +7.7% |
| 1 year | +40.5% | +28.3% | +9.7% |
| 3 years · per year | +17.2% | — | +5.0% |
| 5 years · per year | — | — | −4.6% |
| Worst drop · 1Y | −11.6% | −12.5% | −13.6% |
| Volatility · 1Y | 18.4% | 21.6% | 14.5% |
| Holdings | 48 | 0 | 57 |
| Assets | $35M | $35M | $64M |
| Leverage | None | None | None |
| Since | 2022 | 2025 | 2016 |
Highlighted = best in the row. Returns include dividends.