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| Side by side | MOAT |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.46% |
| Cost per year on $10k | $46 |
| Trailing 12-mo yield | 1.25% |
| Income per year on $10k | $125 |
| YTD | +8.5% |
| 1 year | +11.8% |
| 3 years · per year | +16.8% |
| 5 years · per year | +9.2% |
| Worst drop · 1Y | −12.4% |
| Volatility · 1Y | 14.0% |
| Holdings | 58 |
| Assets | $11.6B |
| Leverage | None |
| Since | 2012 |
Highlighted = best in the row. Returns include dividends.