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FEPI and DIVO share 17.3% of their holdings.
| Side by side | FEPI | DIVO |
|---|---|---|
| Strategy | Income · Covered calls | Income · Covered calls |
| Expense ratio | 0.65% | 0.56% |
| Cost per year on $10k | $65 | $56 |
| Trailing 12-mo yield | 25.29% | 6.33% |
| Income per year on $10k | $2,529 | $633 |
| YTD | +6.7% | +11.0% |
| 1 year | +4.5% | +12.0% |
| 3 years · per year | +18.5% | +17.5% |
| 5 years · per year | — | +10.9% |
| Worst drop · 1Y | −15.0% | −6.0% |
| Volatility · 1Y | 20.2% | 9.4% |
| Holdings | 61 | 35 |
| Assets | $731M | $8.1B |
| Leverage | None | None |
| Since | 2023 | 2016 |
Highlighted = best in the row. Returns include dividends.