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CBSE and CBLS share 86.6% of their holdings.
| Side by side | CBSE | CBLS |
|---|---|---|
| Strategy | Unsorted | Defined Outcome · Hedged equity |
| Expense ratio | 0.85% | 1.89% |
| Cost per year on $10k | $85 | $189 |
| Trailing 12-mo yield | 0.30% | 0.82% |
| Income per year on $10k | $30 | $82 |
| YTD | +14.9% | +10.2% |
| 1 year | +11.4% | +8.1% |
| 3 years · per year | +29.0% | +17.5% |
| 5 years · per year | +9.6% | +3.4% |
| Worst drop · 1Y | −17.9% | −14.9% |
| Volatility · 1Y | 25.5% | 18.8% |
| Holdings | 10 | 20 |
| Assets | $47M | $52M |
| Leverage | None | None |
| Since | 2020 | 2020 |
Highlighted = best in the row. Returns include dividends.