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SRHR and REZ share 19.8% of their holdings.
| Side by side | SRHR | SRET | REZ |
|---|---|---|---|
| Strategy | Income · Covered calls | Income · Dividend stocks | Sectors · Real estate |
| Expense ratio | 0.75% | 0.58% | 0.48% |
| Cost per year on $10k | $75 | $58 | $48 |
| Trailing 12-mo yield | 6.58% | 9.37% | 2.11% |
| Income per year on $10k | $658 | $937 | $211 |
| YTD | +10.6% | −0.5% | +13.2% |
| 1 year | +11.4% | +3.0% | +15.4% |
| 3 years · per year | — | +12.5% | +16.6% |
| 5 years · per year | — | +0.2% | +3.0% |
| Worst drop · 1Y | −12.8% | −15.5% | −12.9% |
| Volatility · 1Y | 13.6% | 12.5% | 16.0% |
| Holdings | 33 | 32 | 36 |
| Assets | $50M | $199M | $818M |
| Leverage | None | None | None |
| Since | 2023 | 2015 | 2007 |
Highlighted = best in the row. Returns include dividends.