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ULTY and DIVO share 7.2% of their holdings.
| Side by side | ULTY | DIVO |
|---|---|---|
| Strategy | Income · Covered calls | Income · Covered calls |
| Expense ratio | 1.40% | 0.56% |
| Cost per year on $10k | $140 | $56 |
| Trailing 12-mo yield | 103.33% | 6.39% |
| Income per year on $10k | $10,333 | $639 |
| YTD | −5.9% | +10.3% |
| 1 year | −16.8% | +11.7% |
| 3 years · per year | — | +17.7% |
| 5 years · per year | — | +10.6% |
| Worst drop · 1Y | −19.7% | −6.0% |
| Volatility · 1Y | 22.9% | 9.4% |
| Holdings | 112 | 36 |
| Assets | $589M | $8.0B |
| Leverage | None | None |
| Since | 2024 | 2016 |
Highlighted = best in the row. Returns include dividends.