Loading…
History for this window is not loaded yet.
BKGI and SRHR share 10.1% of their holdings.
| Side by side | BKGI | SRHR |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Covered calls |
| Expense ratio | 0.65% | 0.75% |
| Cost per year on $10k | $65 | $75 |
| Trailing 12-mo yield |
| 3.04% |
| 6.58% |
| Income per year on $10k | $304 | $658 |
| YTD | +8.0% | +10.6% |
| 1 year | +10.0% | +11.4% |
| 3 years · per year | +22.7% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −10.5% | −12.8% |
| Volatility · 1Y | 11.8% | 13.6% |
| Holdings | 37 | 33 |
| Assets | $1.9B | $50M |
| Leverage | None | None |
| Since | 2022 | 2023 |
Highlighted = best in the row. Returns include dividends.