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EASY and CBLS share 10.3% of their holdings.
| Side by side | EASY | CBLS |
|---|---|---|
| Strategy | Income · Dividend stocks | Defined Outcome · Hedged equity |
| Expense ratio | 0.88% | 1.89% |
| Cost per year on $10k | $88 | $189 |
| Trailing 12-mo yield | 11.65% | 0.82% |
| Income per year on $10k | $1,165 | $82 |
| YTD | +15.6% | +10.2% |
| 1 year | +14.4% | +8.1% |
| 3 years · per year | — | +17.5% |
| 5 years · per year | — | +3.4% |
| Worst drop · 1Y | −7.8% | −14.9% |
| Volatility · 1Y | 12.1% | 18.8% |
| Holdings | 0 | 20 |
| Assets | $66M | $52M |
| Leverage | None | None |
| Since | 2025 | 2020 |
Highlighted = best in the row. Returns include dividends.