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CTEF and XSHQ share 5.0% of their holdings.
| Side by side | CTEF | XSHQ |
|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Small cap |
| Expense ratio | 0.45% | 0.29% |
| Cost per year on $10k | $45 | $29 |
| Trailing 12-mo yield | 0.06% | 1.18% |
| Income per year on $10k | $6 | $118 |
| YTD | +21.2% | +12.0% |
| 1 year | +22.8% | +13.8% |
| 3 years · per year | — | +13.0% |
| 5 years · per year | — | +5.6% |
| Worst drop · 1Y | −15.0% | −9.9% |
| Volatility · 1Y | 24.0% | 15.7% |
| Holdings | 0 | 115 |
| Assets | $606M | $299M |
| Leverage | None | None |
| Since | 2025 | 2017 |
Highlighted = best in the row. Returns include dividends.