WEEI yields 10.07% · RYLD yields 12.39%● Live data
📍 RYLD pulled ahead of the other in Year 1
Combined, WEEI + RYLD cover 0 of 12 months — good coverage
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WEEI is an actively managed fund that aims to invest in equity securities of North American energy companies. Stocks considered for the portfolio engage in the oil, gas, consumable fuels, or energy equipment and services. The funds advisor uses a bottom-up framework focusing on fundamental criteria such as cash flow and growth projections to select 20-25 stocks. Single stock covered call writing strategy is also employed, aiming to provide monthly income and capital appreciation. In addition, the strategy aims for 10-20% less volatility and beta than the S&P Energy Select Sector Index. The call options written are typically 1-month contracts, averaging 3-5% out-of-the-money, and sold on a monthly recurring basis.
Full WEEI Calculator →The Global X Russell 2000 Covered Call ETF (RYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Russell 2000 BuyWrite Index.
Full RYLD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.