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MOAT and SCAP share 4.1% of their holdings.
| Side by side | MOAT | SCAP |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.46% | 2.20% |
| Cost per year on $10k | $46 | $220 |
| Trailing 12-mo yield | 1.23% | 8.20% |
| Income per year on $10k | $123 | $820 |
| YTD | +10.2% | +4.7% |
| 1 year | +14.4% | +11.7% |
| 3 years · per year | +18.2% | — |
| 5 years · per year | +9.6% | — |
| Worst drop · 1Y | −12.4% | −12.3% |
| Volatility · 1Y | 14.1% | 17.1% |
| Holdings | 58 | 10 |
| Assets | $11.8B | $18M |
| Leverage | None | None |
| Since | 2012 | 2023 |
Highlighted = best in the row. Returns include dividends.