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SRHR and REZ share 19.8% of their holdings.
| Side by side | BKGI | SRHR | SRET | REZ |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Covered calls | Income · Dividend stocks | Sectors · Real estate |
| Expense ratio | 0.65% | 0.75% | 0.58% | 0.48% |
| Cost per year on $10k | $65 | $75 | $58 | $48 |
| Trailing 12-mo yield | 3.05% | 6.61% | 9.48% | 2.16% |
| Income per year on $10k | $305 | $661 | $948 | $216 |
| YTD | +7.5% | +10.0% | −1.6% | +10.5% |
| 1 year | +10.1% | +8.9% | −0.1% | +10.9% |
| 3 years · per year | +22.6% | — | +11.4% | +15.0% |
| 5 years · per year | — | — | +0.1% | +2.5% |
| Worst drop · 1Y | −10.5% | −12.8% | −15.5% | −12.9% |
| Volatility · 1Y | 11.8% | 13.8% | 12.5% | 16.1% |
| Holdings | 37 | 33 | 29 | 36 |
| Assets | $1.9B | $50M | $199M | $781M |
| Leverage | None | None | None | None |
| Since | 2022 | 2023 | 2015 | 2007 |
Highlighted = best in the row. Returns include dividends.