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SRHR and RIET share 16.0% of their holdings.
| Side by side | SRHR | RIET |
|---|---|---|
| Strategy | Income · Covered calls | Income · Dividend stocks |
| Expense ratio | 0.75% | 0.50% |
| Cost per year on $10k | $75 | $50 |
| Trailing 12-mo yield | 6.61% | 12.33% |
| Income per year on $10k | $661 | $1,233 |
| YTD | +10.0% | −2.9% |
| 1 year | +8.9% | −1.8% |
| 3 years · per year | — | +7.8% |
| 5 years · per year | — | −2.9% |
| Worst drop · 1Y | −12.8% | −17.4% |
| Volatility · 1Y | 13.8% | 13.7% |
| Holdings | 33 | 100 |
| Assets | $50M | $97M |
| Leverage | None | None |
| Since | 2023 | 2021 |
Highlighted = best in the row. Returns include dividends.