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PDP and PRN share 9.8% of their holdings.
| Side by side | PDP | CTIF | PRN |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | Income · Covered calls | Sectors · Industrials |
| Expense ratio | 0.62% | 0.45% | 0.69% |
| Cost per year on $10k | $62 | $45 | $69 |
| Trailing 12-mo yield | 0.00% | 4.83% | 0.00% |
| Income per year on $10k | $0 | $483 | $0 |
| YTD | +17.9% | +9.6% | +12.7% |
| 1 year | +12.7% | +7.9% | +8.6% |
| 3 years · per year | +22.6% | — | +27.3% |
| 5 years · per year | +7.8% | — | +13.5% |
| Worst drop · 1Y | −17.6% | −9.5% | −27.4% |
| Volatility · 1Y | 26.5% | 12.7% | 35.0% |
| Holdings | 101 | 0 | 35 |
| Assets | $1.4B | $199M | $315M |
| Leverage | None | None | None |
| Since | 2007 | 2025 | 2006 |
Highlighted = best in the row. Returns include dividends.