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MOAT and CVRD share 13.5% of their holdings.
| Side by side | MOAT | CVRD |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Covered calls |
| Expense ratio | 0.46% | 0.92% |
| Cost per year on $10k | $46 | $92 |
| Trailing 12-mo yield | 1.25% | 7.46% |
| Income per year on $10k | $125 | $746 |
| YTD | +8.5% | +7.5% |
| 1 year | +11.8% | +7.9% |
| 3 years · per year | +16.8% | +8.9% |
| 5 years · per year | +9.2% | — |
| Worst drop · 1Y | −12.4% | −5.7% |
| Volatility · 1Y | 14.0% | 9.5% |
| Holdings | 58 | 87 |
| Assets | $11.6B | $31M |
| Leverage | None | None |
| Since | 2012 | 2023 |
Highlighted = best in the row. Returns include dividends.