Loading…
XSHQ and RZG share 29.1% of their holdings.
| Side by side | CTEF | XSHQ | RZG |
|---|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.45% | 0.29% | 0.35% |
| Cost per year on $10k | $45 | $29 | $35 |
| Trailing 12-mo yield | 0.06% | 1.19% | 0.57% |
| Income per year on $10k | $6 | $119 | $57 |
| YTD | +26.0% | +11.9% | +17.0% |
| 1 year | +28.0% | +10.1% | +14.9% |
| 3 years · per year | — | +12.6% | +18.8% |
| 5 years · per year | — | +5.7% | +3.9% |
| Worst drop · 1Y | −15.0% | −9.9% | −15.5% |
| Volatility · 1Y | 23.8% | 15.8% | 18.8% |
| Holdings | 0 | 115 | 126 |
| Assets | $630M | $299M | $120M |
| Leverage | None | None | None |
| Since | 2025 | 2017 | 2006 |
Highlighted = best in the row. Returns include dividends.