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CEFZ and YYY share 13.3% of their holdings.
| Side by side | CEFZ | YYY |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 2.82% | 3.23% |
| Cost per year on $10k | $282 | $323 |
| Trailing 12-mo yield | 10.33% | 13.95% |
| Income per year on $10k | $1,033 | $1,395 |
| YTD | +3.6% | −1.4% |
| 1 year | +5.8% | −1.2% |
| 3 years · per year | — | +12.3% |
| 5 years · per year | — | +1.9% |
| Worst drop · 1Y | −6.8% | −10.3% |
| Volatility · 1Y | 10.6% | 9.7% |
| Holdings | 46 | 60 |
| Assets | $40M | $672M |
| Leverage | None | None |
| Since | 2006 | 2012 |
Highlighted = best in the row. Returns include dividends.