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HEGD and HTUS share 91.2% of their holdings.
| Side by side | HEGD | HTUS | MSTB |
|---|---|---|---|
| Strategy | Defined Outcome · Hedged equity | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.88% | 0.96% | 1.40% |
| Cost per year on $10k | $88 | $96 | $140 |
| Trailing 12-mo yield | 0.34% | 10.29% | 0.37% |
| Income per year on $10k | $34 | $1,029 | $37 |
| YTD | +6.9% | +15.6% | +10.2% |
| 1 year | +6.0% | +17.4% | +7.5% |
| 3 years · per year | +14.7% | +25.5% | +20.1% |
| 5 years · per year | +7.9% | +15.3% | +7.9% |
| Worst drop · 1Y | −4.4% | −8.7% | −8.3% |
| Volatility · 1Y | 7.9% | 12.4% | 11.4% |
| Holdings | 0 | 0 | 0 |
| Assets | $743M | $175M | $199M |
| Leverage | None | None | None |
| Since | 2020 | 2015 | 2020 |
Highlighted = best in the row. Returns include dividends.