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OVLH and EALT share 99.7% of their holdings.
| Side by side | OVLH | EALT |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Defined Outcome · Buffer |
| Expense ratio | 0.80% | 0.69% |
| Cost per year on $10k | $80 | $69 |
| Trailing 12-mo yield | 0.28% | 0.00% |
| Income per year on $10k | $28 | $0 |
| YTD | +7.4% | +4.2% |
| 1 year | +6.1% | +4.3% |
| 3 years · per year | +17.5% | +13.0% |
| 5 years · per year | +8.5% | — |
| Worst drop · 1Y | −6.4% | −6.7% |
| Volatility · 1Y | 9.2% | 7.8% |
| Holdings | 9 | 6 |
| Assets | $106M | $188M |
| Leverage | None | None |
| Since | 2021 | 2023 |
Highlighted = best in the row. Returns include dividends.