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CBLS and HELO share 10.2% of their holdings.
| Side by side | CBLS | HELO |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 1.89% | 0.50% |
| Cost per year on $10k | $189 | $50 |
| Trailing 12-mo yield | 0.82% | 0.56% |
| Income per year on $10k | $82 | $56 |
| YTD | +10.2% | +5.4% |
| 1 year | +8.1% | +6.6% |
| 3 years · per year | +17.5% | +12.6% |
| 5 years · per year | +3.4% | — |
| Worst drop · 1Y | −14.9% | −5.8% |
| Volatility · 1Y | 18.8% | 7.0% |
| Holdings | 20 | 147 |
| Assets | $52M | $4.9B |
| Leverage | None | None |
| Since | 2020 | 2023 |
Highlighted = best in the row. Returns include dividends.