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RDVI and SPGP share 31.5% of their holdings.
| Side by side | RDVI | CALF | SPGP |
|---|---|---|---|
| Strategy | Income · Premium income | US Stock Styles · Small cap | US Stock Styles · Large cap |
| Expense ratio | 0.75% | 0.59% | 0.34% |
| Cost per year on $10k | $75 | $59 | $34 |
| Trailing 12-mo yield | 8.23% | 1.09% | 0.78% |
| Income per year on $10k | $823 | $109 | $78 |
| YTD | +14.7% | +32.3% | +8.8% |
| 1 year | +17.9% | +34.8% | +8.8% |
| 3 years · per year | +21.8% | +15.0% | +12.9% |
| 5 years · per year | — | +7.5% | +7.3% |
| Worst drop · 1Y | −8.5% | −7.9% | −11.2% |
| Volatility · 1Y | 13.6% | 15.8% | 15.3% |
| Holdings | 73 | 201 | 75 |
| Assets | $3.8B | $3.8B | $2.1B |
| Leverage | None | None | None |
| Since | 2022 | 2017 | 2011 |
Highlighted = best in the row. Returns include dividends.