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TDIV and CHPY share 23.5% of their holdings.
| Side by side | BTCI | TDIV | CHPY |
|---|---|---|---|
| Strategy | Thematic Income · A basket | Thematic Income · A basket | Thematic Income · A basket |
| Expense ratio | 0.99% | 0.50% | 1.03% |
| Cost per year on $10k | $99 | $50 | $103 |
| Trailing 12-mo yield | 29.75% | 1.35% | 45.44% |
| Income per year on $10k | $2,975 | $135 | $4,544 |
| YTD | −11.0% | +22.5% | +52.2% |
| 1 year | −29.6% | +16.3% | +53.0% |
| 3 years · per year | — | +30.7% | — |
| 5 years · per year | — | +17.1% | — |
| Worst drop · 1Y | −44.8% | −16.3% | −27.6% |
| Volatility · 1Y | 40.1% | 20.5% | 40.7% |
| Holdings | 0 | 87 | 0 |
| Assets | $1.4B | $4.5B | $1.3B |
| Leverage | None | None | None |
| Since | 2024 | 2012 | 2025 |
Highlighted = best in the row. Returns include dividends.