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RDVI and CALF share 4.0% of their holdings.
| Side by side | RDVI | CALF |
|---|---|---|
| Strategy | Income · Premium income | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.59% |
| Cost per year on $10k | $75 | $59 |
| Trailing 12-mo yield | 8.23% | 1.09% |
| Income per year on $10k | $823 | $109 |
| YTD | +14.7% | +32.3% |
| 1 year | +17.9% | +34.8% |
| 3 years · per year | +21.8% | +15.0% |
| 5 years · per year | — | +7.5% |
| Worst drop · 1Y | −8.5% | −7.9% |
| Volatility · 1Y | 13.6% | 15.8% |
| Holdings | 73 | 201 |
| Assets | $3.8B | $3.8B |
| Leverage | None | None |
| Since | 2022 | 2017 |
Highlighted = best in the row. Returns include dividends.