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OVL and OVLH share 100.0% of their holdings.
| Side by side | OVL | OVLH | EALT |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap | Defined Outcome · Buffer |
| Expense ratio | 0.79% | 0.80% | 0.69% |
| Cost per year on $10k | $79 | $80 | $69 |
| Trailing 12-mo yield | 9.24% | 0.28% | 0.00% |
| Income per year on $10k | $924 | $28 | $0 |
| YTD | +14.7% | +7.4% | +4.2% |
| 1 year | +14.3% | +6.1% | +4.3% |
| 3 years · per year | +25.5% | +17.5% | +13.0% |
| 5 years · per year | +12.7% | +8.5% | — |
| Worst drop · 1Y | −8.7% | −6.4% | −6.7% |
| Volatility · 1Y | 15.0% | 9.2% | 7.8% |
| Holdings | 10 | 9 | 6 |
| Assets | $524M | $106M | $188M |
| Leverage | None | None | None |
| Since | 2019 | 2021 | 2023 |
Highlighted = best in the row. Returns include dividends.