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MOAT and MVAL share 61.3% of their holdings.
| Side by side | MOAT | MVAL | BEEZ |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Value | US Stock Styles · Large cap |
| Expense ratio | 0.46% | 0.50% | 0.64% |
| Cost per year on $10k | $46 | $50 | $64 |
| Trailing 12-mo yield | 1.25% | 1.61% | 0.51% |
| Income per year on $10k | $125 | $161 | $51 |
| YTD | +8.5% | +8.8% | +9.3% |
| 1 year | +11.8% | +13.0% | +7.1% |
| 3 years · per year | +16.8% | — | — |
| 5 years · per year | +9.2% | — | — |
| Worst drop · 1Y | −12.4% | −12.2% | −8.4% |
| Volatility · 1Y | 14.0% | 14.2% | 13.4% |
| Holdings | 58 | 0 | 0 |
| Assets | $11.6B | $3M | $6M |
| Leverage | None | None | None |
| Since | 2012 | 2024 | 2023 |
Highlighted = best in the row. Returns include dividends.