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Save view, at the bottom, keeps this one here QYLD and CTIF · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return0.0%+3.7%+0.7%+13.1%+12.9%——+18.4%
Peer average−0.5%−3.4%−3.7%+4.9%+4.9%+44.1%+54.5%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
Castellan CTIF and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
TechnologyIndustrialsFinancial ServicesConsumer DefensiveHealthcareBasic Materials
Castellan CTIF · 22 holdings · tile size = share of the fund · as of Nov 13, 2026
+10.5%
+10.5%
$3.4B
First Trust BuyWrite Income
+5.4%
+5.4%
$2.6B
Aptus Collared Income Opportunity
+6.2%
+6.2%
$2.3B
20+ Year Treasury Bond BuyWrite Strategy
−1.6%
−1.6%
$1.6B
Main BuyWrite
+7.1%
+7.1%
$1.5B
Amplify CWP International Enhanced Dividend Income
+8.7%
+8.7%
$1.4B
Global X - Russell 2000 Covered Call
+11.5%
+11.5%
$1.3B
First Trust Nasdaq BuyWrite Income
+12.9%
+12.9%
$1.0B
Roundhill Nasdaq-100 0DTE Covered Call Strategy
+10.0%
+10.0%
$842M
Horizon Funds - Horizon Managed Risk
+11.7%
+11.7%
$813M
REX FANG & Innovation Equity Premium Income
+0.4%
+0.4%
$649M
EA Series Trust - Castellan Targeted Equity
+20.0%
+20.0%
$607M
Tortoise Capital Series Trust - Energy
+26.8%
+26.8%
$557M
YieldMax Ultra Option Income Strategy
−3.1%
−3.1%
$534M
Covered Calls · current AUM · as of Nov 13, 2026
−0.3%
+10.5%
+14.1%
$3.4B
First Trust BuyWrite Income ETF
−0.3%
+5.4%
+6.2%
$2.6B
Aptus Collared Income Opportunity ETF
−0.3%
+6.2%
+5.2%
$2.3B
EA Series Trust - Castellan Targeted Income ETF
0.0%
+13.1%
+12.9%
$201M
#14 of 70 this year · #15 cheapest of 90 · sorted by assets
CTIF and its peer group · total return · as of Nov 13, 2026
5.48%
6BRBroadridge Financial Solutions5.07% 9ITWIllinois Tool Works4.79% Castellan CTIF · weight in the fund · as of Nov 13, 2026
TechnologyIndustrialsFinancial ServicesConsumer DefensiveHealthcareBasic Materials
Castellan CTIF · 22 holdings · tile size = share of the fund · as of Nov 13, 2026
QYLD wins
+7.4 pts
QYLD and CTIF · year-to-date · as of Nov 13, 2026 · AUM not scored
CTIFAvsBPeer average
1D0.0%−0.5%
1M+3.7%−3.4%
3M+0.7%−3.7%
YTD+13.1%+4.9%
1Y+12.9%+4.9%
3Y[…]+44.1%
5Y[…]+54.5%
5–0CTIF wins
89 Covered calls peers · each row scaled to its leader
ITW4.8%
Other