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REGL and HCOW share 1.7% of their holdings.
| Side by side | REGL | HCOW |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Covered calls |
| Expense ratio | 0.40% | 0.65% |
| Cost per year on $10k | $40 | $65 |
| Trailing 12-mo yield | 2.11% | 10.85% |
| Income per year on $10k | $211 | $1,085 |
| YTD | +13.4% | +16.0% |
| 1 year | +17.7% | +21.1% |
| 3 years · per year | +16.1% | +13.8% |
| 5 years · per year | +8.1% | — |
| Worst drop · 1Y | −9.7% | −9.5% |
| Volatility · 1Y | 12.6% | 12.6% |
| Holdings | 67 | 60 |
| Assets | $1.7B | $19M |
| Leverage | None | None |
| Since | 2015 | 2023 |
Highlighted = best in the row. Returns include dividends.