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MOO and KROP share 40.8% of their holdings.
| Side by side | MOO | KROP | HAP |
|---|---|---|---|
| Strategy | Unsorted | Thematic · Disruptive tech | Unsorted |
| Expense ratio | 0.56% | 0.50% | 0.41% |
| Cost per year on $10k | $56 | $50 | $41 |
| Trailing 12-mo yield | 2.18% | 2.17% | 1.85% |
| Income per year on $10k | $218 | $217 | $185 |
| YTD | +13.1% | +13.9% | +22.7% |
| 1 year | +17.7% | +16.2% | +31.7% |
| 3 years · per year | +7.4% | +6.3% | +19.3% |
| 5 years · per year | −0.7% | −10.8% | +11.7% |
| Worst drop · 1Y | −11.2% | −14.9% | −9.1% |
| Volatility · 1Y | 14.7% | 16.9% | 16.3% |
| Holdings | 57 | 32 | 146 |
| Assets | $1.1B | $15M | $326M |
| Leverage | None | None | None |
| Since | 2007 | 2021 | 2008 |
Highlighted = best in the row. Returns include dividends.