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| Side by side | ONEZ |
|---|---|
| Strategy | Defined Outcome · Buffer |
| Expense ratio | 0.96% |
| Cost per year on $10k | $96 |
| Trailing 12-mo yield | 3.67% |
| Income per year on $10k | $367 |
| YTD | +8.2% |
| 1 year | +8.0% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −6.6% |
| Volatility · 1Y | 9.6% |
| Holdings | 16 |
| Assets | $356M |
| Leverage | None |
| Since | 2025 |
Highlighted = best in the row. Returns include dividends.