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DWLD vs S&P 500

YTD$45.86 · +0.2% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%−1.7%S&P 500 +8.7%Dec 31, 2025Nov 6, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.2%+2.3%−5.6%−1.7%+3.5%+77.8%+57.2%+158.2%
Peer average————————
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Davis DWLD and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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Cards for This View

DWLD’s Top 10 Holdings

Today
44.9%of DWLD sits in these 10
1YMMFull Truck Alliance6.65%
2TCOMTrip. Group6.13%
3JBSJBS5.79%
4DVNDevon Energy4.59%
5APPAppLovin3.82%
6COFCapital One Financial3.81%
7AMZNAmazon3.60%
8SAP.DESAP SE3.57%
9VTRSViatris3.49%
10300750Contemporary Amperex3.42%
Davis DWLD · weight in the fund · as of Nov 6, 2026
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DWLD’s Holdings

Today
Consumer CyclicalTechnologyHealthcareFinancial ServicesCommunication ServicesConsumer DefensiveOther
Davis DWLD · 38 holdings · tile size = share of the fund · as of Nov 6, 2026
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DWLD vs Peer Average

YTD
DWLDAvsBPeer average
1D+0.2%[…]
1M+2.3%[…]
3M−5.6%[…]
YTD−1.7%[…]
1Y+3.5%[…]
3Y+77.8%[…]
5Y+57.2%[…]
0–0level
0 peers · each row scaled to its leader
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