Loading…
XAR and MOAT share 6.5% of their holdings.
| Side by side | XAR | MOAT |
|---|---|---|
| Strategy | Thematic · Defense & space | US Stock Styles · Large cap |
| Expense ratio | 0.35% | 0.46% |
| Cost per year on $10k | $35 | $46 |
| Trailing 12-mo yield | 0.18% | 1.25% |
| Income per year on $10k | $18 | $125 |
| YTD | −2.3% | +8.5% |
| 1 year | −5.9% | +11.8% |
| 3 years · per year | +27.9% | +16.8% |
| 5 years · per year | +14.3% | +9.2% |
| Worst drop · 1Y | −26.6% | −12.4% |
| Volatility · 1Y | 29.4% | 14.0% |
| Holdings | 50 | 58 |
| Assets | $5.3B | $11.6B |
| Leverage | None | None |
| Since | 2011 | 2012 |
Highlighted = best in the row. Returns include dividends.