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MOAT and GSEW share 8.5% of their holdings.
| Side by side | IHI | MOAT | GSEW |
|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Large cap | Low-Cost Core · US large cap |
| Expense ratio | 0.37% | 0.46% | 0.09% |
| Cost per year on $10k | $37 | $46 | $9 |
| Trailing 12-mo yield | 0.47% | 1.25% | 1.37% |
| Income per year on $10k | $47 | $125 | $137 |
| YTD | −10.1% | +8.5% | +15.8% |
| 1 year | −9.6% | +11.8% | +15.7% |
| 3 years · per year | +6.9% | +16.8% | +20.8% |
| 5 years · per year | −2.5% | +9.2% | +8.3% |
| Worst drop · 1Y | −26.1% | −12.4% | −7.7% |
| Volatility · 1Y | 20.6% | 14.0% | 12.1% |
| Holdings | 49 | 58 | 497 |
| Assets | $3.7B | $11.6B | $2.2B |
| Leverage | None | None | None |
| Since | 2006 | 2012 | 2017 |
Highlighted = best in the row. Returns include dividends.