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SRHR and DIVO share 1.0% of their holdings.
| Side by side | SRHR | DIVO |
|---|---|---|
| Strategy | Income · Covered calls | Income · Covered calls |
| Expense ratio | 0.75% | 0.56% |
| Cost per year on $10k | $75 | $56 |
| Trailing 12-mo yield | 6.61% | 6.33% |
| Income per year on $10k | $661 | $633 |
| YTD | +10.0% | +11.0% |
| 1 year | +8.9% | +12.0% |
| 3 years · per year | — | +17.5% |
| 5 years · per year | — | +10.9% |
| Worst drop · 1Y | −12.8% | −6.0% |
| Volatility · 1Y | 13.8% | 9.4% |
| Holdings | 33 | 35 |
| Assets | $50M | $8.1B |
| Leverage | None | None |
| Since | 2023 | 2016 |
Highlighted = best in the row. Returns include dividends.