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Tech headlined the Moat Indexâs March review, as six of the nine additions came from the sector, showcasing how volatility can create opportunities to find misvalued, high quality companies.
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JQUA is a top-performing large-cap fund with low fees, volatility screening, and strong returns, perfect for diversifying beyond tech giants. See more here.
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The best performer last week was Asia, led by China. The worst performer was Blockchain, as Bitcoin ended the week at $95,600. Click to read.
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Discover 12 undercovered ETFs from the last month with unique investment potential.
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I focus on dividend growth stocks and avoid single-stock risks. Check out the stocks that align with my long-term vision for financial security and success.
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MOAT: Great Concept, But Inadequate Implementation Delivers Negative Alpha
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
APAM | 70.98% | $2.74B | -13.07% | 7.65% |
ITW | 70.36% | $72.76B | -6.49% | 2.39% |
BN | 69.72% | $78.54B | +27.24% | 0.63% |
ITT | 69.51% | $10.51B | -3.63% | 1.02% |
AVNT | 68.86% | $3.40B | -13.54% | 2.84% |
ZWS | 67.18% | $5.57B | -0.42% | 1.03% |
BNT | 66.05% | $10.49B | +26.90% | 0.00% |
GGG | 65.73% | $14.04B | -9.45% | 1.25% |
DCI | 65.67% | $8.01B | -9.33% | 1.62% |
LFUS | 65.34% | $4.86B | -17.25% | 1.40% |
FELE | 65.06% | $4.30B | -11.01% | 1.08% |
HLMN | 64.55% | $1.73B | -16.52% | 0.00% |
BLK | 64.51% | $146.94B | +14.48% | 2.18% |
FTV | 64.09% | $24.90B | -13.52% | 0.44% |
TRU | 64.02% | $16.19B | +4.92% | 0.52% |
TROW | 63.93% | $20.42B | -23.63% | 5.44% |
RVTY | 63.89% | $12.71B | +2.45% | 0.26% |
FBIN | 63.68% | $7.46B | -26.70% | 1.60% |
NDSN | 63.60% | $11.48B | -25.75% | 1.50% |
ALLE | 63.58% | $11.26B | -1.41% | 1.50% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -59.67% | $195.31M | 0.85% | |
TAIL | -49.64% | $86.92M | 0.59% | |
BTAL | -44.54% | $404.97M | 1.43% | |
USDU | -29.62% | $213.46M | 0.5% | |
UUP | -24.01% | $327.80M | 0.77% | |
CTA | -14.24% | $963.19M | 0.76% | |
DBE | -7.07% | $54.58M | 0.77% | |
KMLM | -6.91% | $222.40M | 0.9% | |
XONE | -6.34% | $628.76M | 0.03% | |
UGA | -6.28% | $88.11M | 0.97% | |
BIL | -6.10% | $41.08B | 0.1356% | |
SGOV | -5.78% | $39.39B | 0.09% | |
TBLL | -5.37% | $2.07B | 0.08% | |
TPMN | -5.23% | $33.51M | 0.65% | |
BNO | -5.06% | $95.40M | 1% | |
DBO | -4.49% | $197.54M | 0.77% | |
USL | -4.22% | $46.60M | 0.85% | |
USO | -4.02% | $1.02B | 0.6% | |
IVOL | -3.86% | $479.06M | 1.02% | |
ULST | -3.81% | $587.03M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HUSA | -12.23% | $12.08M | -45.38% | 0.00% |
CBOE | -9.15% | $23.69B | +24.42% | 1.08% |
K | -7.33% | $28.48B | +44.57% | 2.75% |
TCTM | -5.54% | $3.39M | -83.19% | 0.00% |
FATBB | -4.53% | $48.04M | -31.13% | 15.56% |
HIHO | -4.27% | $8.12M | -11.51% | 6.50% |
PULM | -3.88% | $24.32M | +282.76% | 0.00% |
CATO | -2.54% | $68.39M | -38.79% | 10.15% |
TRVG | -2.36% | $93.53M | +35.76% | 0.00% |
SYPR | -1.71% | $37.07M | -2.42% | 0.00% |
LITB | -1.24% | $36.77M | -56.14% | 0.00% |
VHC | -0.80% | $31.32M | +18.43% | 0.00% |
UUU | -0.78% | $4.12M | +11.25% | 0.00% |
VSTA | -0.34% | $363.18M | +12.97% | 0.00% |
INSM | 0.26% | $13.81B | +185.52% | 0.00% |
PSQH | 0.34% | $98.27M | -53.36% | 0.00% |
CRVO | 0.48% | $79.63M | -59.69% | 0.00% |
MVO | 0.91% | $62.10M | -50.68% | 23.99% |
RLMD | 1.01% | $8.15M | -94.47% | 0.00% |
QXO | 1.14% | $5.54B | -84.20% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
INSM | 0.26% | $13.81B | +185.52% | 0.00% |
PSQH | 0.34% | $98.27M | -53.36% | 0.00% |
VSTA | -0.34% | $363.18M | +12.97% | 0.00% |
CRVO | 0.48% | $79.63M | -59.69% | 0.00% |
UUU | -0.78% | $4.12M | +11.25% | 0.00% |
VHC | -0.80% | $31.32M | +18.43% | 0.00% |
MVO | 0.91% | $62.10M | -50.68% | 23.99% |
RLMD | 1.01% | $8.15M | -94.47% | 0.00% |
QXO | 1.14% | $5.54B | -84.20% | 0.00% |
CYCN | 1.17% | $6.78M | -18.57% | 0.00% |
CPSH | 1.21% | $23.10M | -10.67% | 0.00% |
LITB | -1.24% | $36.77M | -56.14% | 0.00% |
SRRK | 1.48% | $3.04B | +91.48% | 0.00% |
NEUE | 1.62% | $58.51M | +7.28% | 0.00% |
SYPR | -1.71% | $37.07M | -2.42% | 0.00% |
BTCT | 2.24% | $20.20M | +17.54% | 0.00% |
TRVG | -2.36% | $93.53M | +35.76% | 0.00% |
CATO | -2.54% | $68.39M | -38.79% | 10.15% |
CCEC | 2.63% | $1.12B | +11.47% | 3.12% |
QNTM | 2.63% | $14.80M | -82.85% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USCI | 0.08% | $236.09M | 1.07% | |
TBIL | -0.24% | $5.32B | 0.15% | |
UNG | 0.27% | $434.44M | 1.06% | |
COMT | 0.38% | $674.22M | 0.48% | |
GBIL | 0.71% | $6.31B | 0.12% | |
BILZ | -0.91% | $709.48M | 0.14% | |
AFIF | 0.98% | $135.76M | 1.11% | |
TFLO | -1.19% | $6.78B | 0.15% | |
XHLF | -1.19% | $1.06B | 0.03% | |
BUXX | 1.49% | $231.44M | 0.25% | |
DBA | -1.59% | $822.16M | 0.93% | |
EQLS | -1.76% | $4.77M | 1% | |
FXY | -2.48% | $546.19M | 0.4% | |
PDBC | 2.62% | $4.82B | 0.59% | |
GSG | 2.82% | $1.04B | 0.75% | |
SPTS | 3.01% | $6.00B | 0.03% | |
XBIL | 3.01% | $708.45M | 0.15% | |
WEAT | -3.21% | $113.78M | 0.28% | |
OILK | -3.31% | $66.42M | 0.69% | |
DBC | 3.52% | $1.32B | 0.87% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
RSP | 89.67% | $71.79B | 0.2% | |
SMOT | 88.08% | $412.48M | 0.49% | |
DSTL | 87.82% | $1.86B | 0.39% | |
SIZE | 87.51% | $303.03M | 0.15% | |
GSEW | 87.27% | $1.17B | 0.09% | |
IUSV | 86.65% | $20.04B | 0.04% | |
JVAL | 86.55% | $662.35M | 0.12% | |
IWS | 86.29% | $13.19B | 0.23% | |
FLQM | 86.25% | $1.45B | 0.3% | |
DGRO | 86.21% | $30.09B | 0.08% | |
IWD | 86.20% | $61.28B | 0.19% | |
IVE | 86.01% | $36.93B | 0.18% | |
VONV | 85.87% | $11.30B | 0.07% | |
CFA | 85.78% | $515.01M | 0.35% | |
VOOV | 85.66% | $5.20B | 0.07% | |
SPYV | 85.64% | $25.01B | 0.04% | |
TDVG | 85.61% | $768.49M | 0.5% | |
NUMV | 85.57% | $359.65M | 0.31% | |
NULV | 85.48% | $1.65B | 0.26% | |
FNDX | 85.45% | $17.09B | 0.25% |
MOAT - VanEck Morningstar Wide Moat ETF contains 52 holdings. The top holdings include ZBH, HII, BA, CTVA, VEEV
Name | Weight |
---|---|
2.83% | |
2.83% | |
2.75% | |
![]() | 2.72% |
2.62% | |
![]() | 2.61% |
2.6% | |
2.59% | |
![]() | 2.57% |
2.55% | |
2.49% | |
2.46% | |
2.4% | |
2.4% | |
![]() | 2.39% |
2.39% | |
2.36% | |
2.36% | |
2.36% | |
2.35% | |
![]() | 2.34% |
2.31% | |
2.26% | |
2.22% | |
![]() | 2.22% |
![]() | 2.18% |
2.14% | |
![]() | 2.05% |
1.66% | |
![]() | 1.57% |
Sector | Weight |
---|---|
Health Care | 25.86% |
Information Technology | 22.51% |
Industrials | 18.06% |
Consumer Staples | 14.14% |
Financials | 6.29% |
Materials | 5.12% |
Communication Services | 4.62% |
Consumer Discretionary | 3.39% |