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| Side by side | XLRI |
|---|---|
| Strategy | Income · Premium income |
| Expense ratio | 0.35% |
| Cost per year on $10k | $35 |
| Trailing 12-mo yield | 13.46% |
| Income per year on $10k | $1,346 |
| YTD | +3.4% |
| 1 year | +2.0% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −8.8% |
| Volatility · 1Y | 11.4% |
| Holdings | 2 |
| Assets | $3M |
| Leverage | None |
| Since | 2025 |
Highlighted = best in the row. Returns include dividends.