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RSPM and HCOW share 7.9% of their holdings.
| Side by side | RSPM | HCOW |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | Income · Covered calls |
| Expense ratio | 0.40% | 0.65% |
| Cost per year on $10k | $40 | $65 |
| Trailing 12-mo yield | 1.68% | 10.85% |
| Income per year on $10k | $168 | $1,085 |
| YTD | +22.0% | +16.0% |
| 1 year | +31.3% | +21.1% |
| 3 years · per year | +14.2% | +13.8% |
| 5 years · per year | +5.8% | — |
| Worst drop · 1Y | −12.3% | −9.5% |
| Volatility · 1Y | 18.3% | 12.6% |
| Holdings | 25 | 60 |
| Assets | $184M | $19M |
| Leverage | None | None |
| Since | 2006 | 2023 |
Highlighted = best in the row. Returns include dividends.