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MOO and KROP share 40.8% of their holdings.
| Side by side | MOO | KROP | FTRI | HAP |
|---|---|---|---|---|
| Strategy | Unsorted | Thematic · Disruptive tech | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.56% | 0.50% | 0.70% | 0.41% |
| Cost per year on $10k | $56 | $50 | $70 | $41 |
| Trailing 12-mo yield | 2.23% | 2.22% | 2.09% | 1.83% |
| Income per year on $10k | $223 | $222 | $209 | $183 |
| YTD | +10.9% | +11.3% | +9.3% | +23.7% |
| 1 year | +12.4% | +8.7% | +14.0% | +32.2% |
| 3 years · per year | +6.5% | +5.3% | +14.6% | +19.4% |
| 5 years · per year | −0.9% | −11.4% | +10.4% | +12.2% |
| Worst drop · 1Y | −11.2% | −14.9% | −17.0% | −9.1% |
| Volatility · 1Y | 14.8% | 17.2% | 19.4% | 16.3% |
| Holdings | 57 | 32 | 50 | 146 |
| Assets | $1.1B | $15M | $116M | $326M |
| Leverage | None | None | None | None |
| Since | 2007 | 2021 | 2010 | 2008 |
Highlighted = best in the row. Returns include dividends.