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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | +0.2% | +2.3% | +2.8% | +3.0% | +26.5% | +28.6% | +85.2% | +73.6% | +409.4% |
| Peer average | +0.2% | +2.4% | +1.9% | +0.6% | +19.2% | +21.8% | +75.8% | +71.3% | — |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$61 of every $1,000 in IWD is Amazon
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | AMZNAmazon | Consumer Cyclical | 6.13% | $612.64 | 19.6M | $5.21B |
| 2 | AAPLApple | Technology | 6.10% | $609.56 | 14.6M | $5.18B |
| 3 | MSFTMicrosoft | Technology | 5.01% | $501.20 | 8.2M | $4.26B |
| 4 | BRK-BBerkshire Hathaway | Financial Services | 2.84% | $283.62 | 4.1M | $2.41B |
| 5 | JPMJpmorgan Chase | Financial Services | 2.38% | $237.72 | 5.9M | $2.02B |
| 6 | XOMExxonmobil | Energy | 1.78% | $177.70 | 9.1M | $1.51B |
| 7 | JNJJohnson & Johnson | Healthcare | 1.75% | $174.94 | 5.3M | $1.49B |
| 8 | WMTWalmart | Consumer Defensive | 1.31% | $130.56 | 8.8M | $1.11B |
| 9 | ABBVAbbvie | Healthcare | 1.24% | $124.43 | 3.6M | $1.06B |
| 10 | CSCOCisco Systems | Technology | 1.03% | $103.07 | 8.7M | $876.5M |
| 11 | CVXChevron | Energy | 1.02% | $102.45 | 4.1M | $871.2M |
| 12 | PGProcter & Gamble | Consumer Defensive | 1.01% | $101.23 | 5.1M | $860.8M |
| 13 | MRKMerck | Healthcare | 0.94% | $94.27 | 5.4M | $801.7M |
| 14 | UNHUnitedhealth Group | Healthcare | 0.94% | $94.21 | 2.0M | $801.1M |
| 15 | KOCoca-cola | Consumer Defensive | 0.87% | $86.91 | 7.6M | $739.1M |
of the $466B in 83 Value ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | AMZN | Amazon | 6.13% |
| 2 | AAPL | Apple | 6.10% |
| 3 | MSFT | Microsoft | 5.01% |
| 4 | BRK-B | Berkshire Hathaway | 2.84% |
| 5 | JPM | Jpmorgan Chase & | 2.38% |
| 6 | XOM | Exxonmobil | 1.78% |
| 7 | JNJ | Johnson & Johnson | 1.75% |
| 8 | WMT | Walmart | 1.31% |
| 9 | ABBV | Abbvie | 1.24% |
| 10 | CSCO | Cisco Systems | 1.03% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 15, 2026 | Sep 18, 2026 | $0.93 |
| Jun 15, 2026 | Jun 18, 2026 | $0.76 |
| Mar 17, 2026 | Mar 20, 2026 | $0.82 |
| Dec 16, 2025 | Dec 19, 2025 | $1.02 |
| Sep 16, 2025 | Sep 19, 2025 | $0.90 |
| Jun 16, 2025 | Jun 20, 2025 | $0.84 |
| Mar 18, 2025 | Mar 21, 2025 | $0.80 |
| Dec 17, 2024 | Dec 20, 2024 | $0.98 |
| Sep 25, 2024 | Sep 30, 2024 | $1.02 |
| Jun 11, 2024 | Jun 17, 2024 | $0.70 |
| Mar 21, 2024 | Mar 27, 2024 | $0.77 |
| Dec 20, 2023 | Dec 27, 2023 | $0.96 |