Stock price when the opinion was issued
The unhedged stock. Is covered call, boosting yield. Healthcare stocks have sold off, like Eli Lilly, though ISRG has done well. Is a lot of change in healthcare amid the change in presidents. So, this sector is sadly on the back burner. If you hold it, you get paid a good dividend as you wait.
What is really going to drive outperformance is having some diversification, but over and above that, be able to overweight which sectors will outperform. A passive product is not going to do that for you. It makes sense to own an actively managed product.