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| Side by side | KSPY | BALT |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 0.88% | 0.69% |
| Cost per year on $10k | $88 | $69 |
| Trailing 12-mo yield | 5.95% | 0.00% |
| Income per year on $10k | $595 | $0 |
| YTD | +8.6% | +4.2% |
| 1 year | +10.2% | +5.9% |
| 3 years · per year | — | +8.1% |
| 5 years · per year | — | +6.2% |
| Worst drop · 1Y | −4.5% | −1.2% |
| Volatility · 1Y | 7.8% | 2.3% |
| Holdings | 5 | 6 |
| Assets | $133M | $3.5B |
| Leverage | None | None |
| Since | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.