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SRHR and REIT share 19.9% of their holdings.
| Side by side | SRHR | REIT |
|---|---|---|
| Strategy | Income · Covered calls | Sectors · Real estate |
| Expense ratio | 0.75% | 0.68% |
| Cost per year on $10k | $75 | $68 |
| Trailing 12-mo yield | 6.61% | 3.00% |
| Income per year on $10k | $661 | $300 |
| YTD | +10.0% | +13.0% |
| 1 year | +8.9% | +11.6% |
| 3 years · per year | — | +13.6% |
| 5 years · per year | — | +3.1% |
| Worst drop · 1Y | −12.8% | −11.5% |
| Volatility · 1Y | 13.8% | 13.5% |
| Holdings | 33 | 30 |
| Assets | $50M | $54M |
| Leverage | None | None |
| Since | 2023 | 2021 |
Highlighted = best in the row. Returns include dividends.