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CZA and IINC share 5.4% of their holdings.
| Side by side | MID | CZA | IINC |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | Income · Premium income |
| Expense ratio | 0.39% | 0.69% | 0.75% |
| Cost per year on $10k | $39 | $69 | $75 |
| Trailing 12-mo yield | 0.11% | 1.38% | 2.53% |
| Income per year on $10k | $11 | $138 | $253 |
| YTD | +4.9% | +13.2% | — |
| 1 year | +2.4% | +15.9% | — |
| 3 years · per year | +14.9% | +17.3% | — |
| 5 years · per year | +3.6% | +7.3% | — |
| Worst drop · 1Y | −13.9% | −9.2% | — |
| Volatility · 1Y | 18.0% | 11.9% | — |
| Holdings | 37 | 101 | 0 |
| Assets | $146M | $179M | $36M |
| Leverage | None | None | None |
| Since | 2020 | 2007 | 2026 |
Highlighted = best in the row. Returns include dividends.