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STOX and DIVO share 19.6% of their holdings.
| Side by side | STOX | DIVO |
|---|---|---|
| Strategy | Income · Covered calls | Income · Covered calls |
| Expense ratio | 0.70% | 0.56% |
| Cost per year on $10k | $70 | $56 |
| Trailing 12-mo yield | 0.17% | 6.33% |
| Income per year on $10k | $17 | $633 |
| YTD | +13.8% | +11.0% |
| 1 year | +13.5% | +12.0% |
| 3 years · per year | — | +17.5% |
| 5 years · per year | — | +10.9% |
| Worst drop · 1Y | −9.3% | −6.0% |
| Volatility · 1Y | 12.8% | 9.4% |
| Holdings | 172 | 35 |
| Assets | $239M | $8.1B |
| Leverage | None | None |
| Since | 2025 | 2016 |
Highlighted = best in the row. Returns include dividends.