MOATX vs. IWY
Compare and contrast key facts about Castle Focus Fund (MOATX) and iShares Russell Top 200 Growth ETF (IWY).
MOATX is managed by Castle Investment Management. It was launched on Jun 30, 2010. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MOATX or IWY.
Correlation
The correlation between MOATX and IWY is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MOATX vs. IWY - Performance Comparison
Key characteristics
Returns By Period
MOATX
N/A
N/A
N/A
N/A
N/A
N/A
IWY
3.02%
2.21%
12.11%
30.31%
19.42%
17.73%
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MOATX vs. IWY - Expense Ratio Comparison
MOATX has a 1.35% expense ratio, which is higher than IWY's 0.20% expense ratio.
Risk-Adjusted Performance
MOATX vs. IWY — Risk-Adjusted Performance Rank
MOATX
IWY
MOATX vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Castle Focus Fund (MOATX) and iShares Russell Top 200 Growth ETF (IWY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MOATX vs. IWY - Dividend Comparison
MOATX has not paid dividends to shareholders, while IWY's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOATX Castle Focus Fund | 100.00% | 100.00% | 4.96% | 0.96% | 0.00% | 0.42% | 1.75% | 0.55% | 0.06% | 0.13% | 0.25% | 0.03% |
IWY iShares Russell Top 200 Growth ETF | 0.41% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
MOATX vs. IWY - Drawdown Comparison
Volatility
MOATX vs. IWY - Volatility Comparison
The current volatility for Castle Focus Fund (MOATX) is 0.00%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.17%. This indicates that MOATX experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.