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HCOW and MAVF share 9.2% of their holdings.
| Side by side | HCOW | MAVF |
|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Value |
| Expense ratio | 0.65% | 0.75% |
| Cost per year on $10k | $65 | $75 |
| Trailing 12-mo yield |
| 10.85% |
| 0.38% |
| Income per year on $10k | $1,085 | $38 |
| YTD | +16.0% | +12.7% |
| 1 year | +21.1% | +17.3% |
| 3 years · per year | +13.8% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −9.5% | −10.9% |
| Volatility · 1Y | 12.6% | 14.6% |
| Holdings | 60 | 0 |
| Assets | $19M | $92M |
| Leverage | None | None |
| Since | 2023 | 1983 |
Highlighted = best in the row. Returns include dividends.