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XAR and SCAP share 8.7% of their holdings.
| Side by side | XAR | MOAT | SCAP |
|---|---|---|---|
| Strategy | Thematic · Defense & space | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.46% | 2.20% |
| Cost per year on $10k | $35 | $46 | $220 |
| Trailing 12-mo yield | 0.18% | 1.25% | 7.99% |
| Income per year on $10k | $18 | $125 | $799 |
| YTD | −2.3% | +8.5% | +5.7% |
| 1 year | −5.9% | +11.8% | +11.7% |
| 3 years · per year | +27.9% | +16.8% | — |
| 5 years · per year | +14.3% | +9.2% | — |
| Worst drop · 1Y | −26.6% | −12.4% | −12.3% |
| Volatility · 1Y | 29.4% | 14.0% | 16.9% |
| Holdings | 50 | 58 | 10 |
| Assets | $5.3B | $11.6B | $18M |
| Leverage | None | None | None |
| Since | 2011 | 2012 | 2023 |
Highlighted = best in the row. Returns include dividends.