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HELO and SFLR share 57.5% of their holdings.
| Side by side | HELO | SFLR |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 0.50% | 0.89% |
| Cost per year on $10k |
| $50 |
| $89 |
| Trailing 12-mo yield | 0.56% | 0.24% |
| Income per year on $10k | $56 | $24 |
| YTD | +5.4% | +7.3% |
| 1 year | +6.6% | +7.7% |
| 3 years · per year | +12.6% | +16.3% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −5.8% | −6.8% |
| Volatility · 1Y | 7.0% | 9.8% |
| Holdings | 147 | 191 |
| Assets | $4.9B | $2.3B |
| Leverage | None | None |
| Since | 2023 | 2022 |
Highlighted = best in the row. Returns include dividends.