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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | +0.4% | +1.8% | +5.0% | −0.3% | +6.2% | +10.8% | +93.1% | +56.9% | +206.0% |
| Peer average | +0.3% | +1.8% | +4.3% | −3.0% | +7.9% | +14.9% | +80.7% | +50.7% | — |
| S&P 500 · VOO | −0.3% | −0.6% | −3.6% | −2.7% | +10.9% | +13.1% | +79.3% | +74.2% | — |
$147 of every $1,000 in IYG is Berkshire
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | BRK-BBerkshire Hathaway | Financial Services | 14.67% | $1,466.76 | 580K | $333.5M |
| 2 | JPMJpmorgan Chase | Financial Services | 12.45% | $1,244.91 | 828K | $283.1M |
| 3 | VVisa | Financial Services | 9.85% | $984.92 | 531K | $224.0M |
| 4 | MAMastercard | Financial Services | 7.26% | $726.00 | 252K | $165.1M |
| 5 | BACBank OF America | Financial Services | 4.50% | $450.07 | 2.0M | $102.3M |
| 6 | GSGoldman Sachs Group | Financial Services | 3.61% | $361.25 | 91K | $82.1M |
| 7 | WFCWells Fargo | Financial Services | 3.54% | $353.93 | 941K | $80.5M |
| 8 | MSMorgan Stanley | Financial Services | 3.06% | $305.75 | 372K | $69.5M |
| 9 | CCitigroup | Financial Services | 2.80% | $280.11 | 522K | $63.7M |
| 10 | BLKBlackrock | Financial Services | 2.40% | $239.53 | 45K | $54.5M |
| 11 | AXPAmerican Express | Financial Services | 2.34% | $233.88 | 164K | $53.2M |
| 12 | SCHWCharles Schwab | Financial Services | 2.06% | $206.37 | 506K | $46.9M |
| 13 | SPGIS&P Global | Financial Services | 1.95% | $194.78 | 94K | $44.3M |
| 14 | COFCapital ONE Financial | Financial Services | 1.67% | $166.79 | 191K | $37.9M |
| 15 | CMECME Group | Financial Services | 1.50% | $149.91 | 112K | $34.1M |
of the $98.9B in 33 Financials ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway | 14.67% |
| 2 | JPM | Jpmorgan Chase & | 12.45% |
| 3 | V | Visa | 9.85% |
| 4 | MA | Mastercard | 7.26% |
| 5 | BAC | Bank OF America | 4.50% |
| 6 | GS | Goldman Sachs Group | 3.61% |
| 7 | WFC | Wells Fargo | 3.54% |
| 8 | MS | Morgan Stanley | 3.06% |
| 9 | C | Citigroup | 2.80% |
| 10 | BLK | Blackrock | 2.40% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 15, 2026 | Sep 18, 2026 | $0.27 |
| Jun 15, 2026 | Jun 18, 2026 | $0.23 |
| Mar 17, 2026 | Mar 20, 2026 | $0.27 |
| Dec 16, 2025 | Dec 19, 2025 | $0.26 |
| Sep 16, 2025 | Sep 19, 2025 | $0.23 |
| Jun 16, 2025 | Jun 20, 2025 | $0.22 |
| Mar 18, 2025 | Mar 21, 2025 | $0.21 |
| Dec 17, 2024 | Dec 20, 2024 | $0.26 |
| Sep 25, 2024 | Sep 30, 2024 | $0.24 |
| Jun 11, 2024 | Jun 17, 2024 | $0.21 |
| Mar 21, 2024 | Mar 27, 2024 | $0.20 |
| Dec 20, 2023 | Dec 27, 2023 | $0.27 |
