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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | +0.7% | +2.7% | +3.7% | −0.6% | +12.1% | +15.8% | +102.8% | +85.3% | +161.0% |
| Peer average | +0.5% | +2.2% | +4.2% | −2.9% | +7.9% | +12.7% | +83.0% | +50.2% | — |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$69 of every $1,000 in IXG is Berkshire
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | BRK-BBerkshire Hathaway | Financial Services | 6.88% | $687.53 | 84K | $49.6M |
| 2 | JPMJpmorgan Chase | Financial Services | 5.73% | $572.70 | 120K | $41.3M |
| 3 | VVisa | Financial Services | 4.55% | $455.31 | 77K | $32.8M |
| 4 | MAMastercard | Financial Services | 3.35% | $335.23 | 37K | $24.2M |
| 5 | BACBank OF America | Financial Services | 2.07% | $206.87 | 294K | $14.9M |
| 6 | HSBA.LHsbc | Financial Services | 1.94% | $194.40 | 778K | $14.0M |
| 7 | RY.TORoyal Bank OF Canada | Financial Services | 1.77% | $177.30 | 63K | $12.8M |
| 8 | GSGoldman Sachs Group | Financial Services | 1.69% | $169.46 | 13K | $12.2M |
| 9 | WFCWells Fargo | Financial Services | 1.63% | $162.94 | 137K | $11.7M |
| 10 | 8306.TMitsubishi UFJ Financial Group | Financial Services | 1.63% | $162.82 | 536K | $11.7M |
| 11 | MSMorgan Stanley | Financial Services | 1.43% | $142.99 | 54K | $10.3M |
| 12 | CCitigroup | Financial Services | 1.31% | $130.84 | 76K | $9.4M |
| 13 | TD.TOToronto Dominion | Financial Services | 1.28% | $128.43 | 74K | $9.3M |
| 14 | ALV.DEAllianz | Financial Services | 1.23% | $122.56 | 17K | $8.8M |
| 15 | CBA.AXCommonwealth Bank OF Australia | Financial Services | 1.20% | $120.13 | 76K | $8.7M |
of the $99.9B in 33 Financials ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway | 6.88% |
| 2 | JPM | Jpmorgan Chase & | 5.73% |
| 3 | V | Visa | 4.55% |
| 4 | MA | Mastercard | 3.35% |
| 5 | BAC | Bank OF America | 2.07% |
| 6 | HSBA.L | Hsbc | 1.94% |
| 7 | RY.TO | Royal Bank OF Canada | 1.77% |
| 8 | GS | Goldman Sachs Group | 1.69% |
| 9 | WFC | Wells Fargo | 1.63% |
| 10 | 8306.T | Mitsubishi UFJ Financial Group | 1.63% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Jun 15, 2026 | Jun 18, 2026 | $1.76 |
| Dec 16, 2025 | Dec 19, 2025 | $1.07 |
| Jun 16, 2025 | Jun 20, 2025 | $1.40 |
| Dec 17, 2024 | Dec 20, 2024 | $1.07 |
| Jun 11, 2024 | Jun 17, 2024 | $1.46 |
| Dec 20, 2023 | Dec 27, 2023 | $0.93 |
| Jun 7, 2023 | Jun 13, 2023 | $1.13 |
| Dec 13, 2022 | Dec 19, 2022 | $1.07 |
| Jun 9, 2022 | Jun 15, 2022 | $1.54 |
| Dec 30, 2021 | Jan 5, 2022 | $0.0348 |
| Dec 13, 2021 | Dec 17, 2021 | $1.03 |
| Jun 10, 2021 | Jun 16, 2021 | $0.28 |
