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BUYW and LCR share 9.6% of their holdings.
| Side by side | BUYW | KEAT | LCR |
|---|---|---|---|
| Strategy | Income · Covered calls | Unsorted | Unsorted |
| Expense ratio | 0.99% | 0.85% | 0.83% |
| Cost per year on $10k | $99 | $85 | $83 |
| Trailing 12-mo yield | 5.93% | 2.77% | 1.28% |
| Income per year on $10k | $593 | $277 | $128 |
| YTD | +6.2% | +11.1% | +6.5% |
| 1 year | +8.0% | +17.1% | +7.6% |
| 3 years · per year | +9.4% | — | +12.2% |
| 5 years · per year | — | — | +6.7% |
| Worst drop · 1Y | −2.5% | −10.6% | −6.0% |
| Volatility · 1Y | 4.9% | 11.0% | 7.9% |
| Holdings | 10 | 0 | 34 |
| Assets | $1.5B | $119M | $66M |
| Leverage | None | None | None |
| Since | 2022 | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.