Loading…
HEQT and SPYT share 99.4% of their holdings.
| Side by side | BUYW | HEQT | SPYT |
|---|---|---|---|
| Strategy | Income · Covered calls | Defined Outcome · Hedged equity | Income · Dividend stocks |
| Expense ratio | 0.99% | 0.53% | 0.92% |
| Cost per year on $10k | $99 | $53 | $92 |
| Trailing 12-mo yield | 5.93% | 1.15% | 20.87% |
| Income per year on $10k | $593 | $115 | $2,087 |
| YTD | +6.2% | +9.1% | +12.8% |
| 1 year | +8.0% | +10.2% | +11.6% |
| 3 years · per year | +9.4% | +15.4% | — |
| 5 years · per year | — | +9.1% | — |
| Worst drop · 1Y | −2.5% | −5.1% | −8.0% |
| Volatility · 1Y | 4.9% | 7.3% | 11.5% |
| Holdings | 10 | 11 | 5 |
| Assets | $1.5B | $312M | $168M |
| Leverage | None | None | None |
| Since | 2022 | 2021 | 2024 |
Highlighted = best in the row. Returns include dividends.