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CTEF and EES share 2.1% of their holdings.
| Side by side | CTEF | EES |
|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Small cap |
| Expense ratio | 0.45% | 0.38% |
| Cost per year on $10k | $45 | $38 |
| Trailing 12-mo yield | 0.06% | 1.15% |
| Income per year on $10k | $6 | $115 |
| YTD | +26.0% | +18.7% |
| 1 year | +28.0% | +21.1% |
| 3 years · per year | — | +19.5% |
| 5 years · per year | — | +7.3% |
| Worst drop · 1Y | −15.0% | −8.0% |
| Volatility · 1Y | 23.8% | 15.0% |
| Holdings | 0 | 917 |
| Assets | $630M | $687M |
| Leverage | None | None |
| Since | 2025 | 2007 |
Highlighted = best in the row. Returns include dividends.