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CBLS and CBSE share 90.4% of their holdings.
| Side by side | CBLS | CBSE |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Unsorted |
| Expense ratio | 1.89% | 0.85% |
| Cost per year on $10k | $189 | $85 |
| Trailing 12-mo yield | 0.82% | 0.30% |
| Income per year on $10k | $82 | $30 |
| YTD | +10.2% | +14.9% |
| 1 year | +8.1% | +11.4% |
| 3 years · per year | +17.5% | +29.0% |
| 5 years · per year | +3.4% | +9.6% |
| Worst drop · 1Y | −14.9% | −17.9% |
| Volatility · 1Y | 18.8% | 25.5% |
| Holdings | 20 | 10 |
| Assets | $52M | $47M |
| Leverage | None | None |
| Since | 2020 | 2020 |
Highlighted = best in the row. Returns include dividends.