PWS Among Its Peers
End-of-day Nov 13, 2026 · 1 ETFs by 3Y
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.3% | +1.9% | −1.2% | −4.7% | −0.6% | −2.8% | +28.7% | −1.5% | +43.3% |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$40 of every $1,000 in PWS is Apple
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | AAPLApple | Technology | 3.96% | $395.70 | 1,790 | $636K |
| 2 | LLYEli Lilly | Healthcare | 3.70% | $370.16 | 414 | $595K |
| 3 | NVDANvidia | Technology | 3.21% | $320.98 | 2,970 | $516K |
| 4 | MSFTMicrosoft | Technology | 2.95% | $295.33 | 911 | $475K |
| 5 | BRK-BBerkshire Hathaway | Financial Services | 2.75% | $275.18 | 752 | $442K |
| 6 | JPMJpmorgan Chase | Financial Services | 2.26% | $226.00 | 1,058 | $363K |
| 7 | JNJJohnson & Johnson | Healthcare | 2.17% | $216.82 | 1,243 | $349K |
| 8 | AMZNAmazon | Consumer Cyclical | 2.14% | $213.76 | 1,291 | $344K |
| 9 | ABBVAbbVie | Healthcare | 2.02% | $201.85 | 1,100 | $324K |
| 10 | METAMETA Platforms | Communication Services | 1.96% | $195.96 | 501 | $315K |
| 11 | CSCOCisco Systems | Technology | 1.93% | $193.05 | 3,080 | $310K |
| 12 | VVisa | Financial Services | 1.79% | $179.48 | 678 | $289K |
| 13 | MAMastercard | Financial Services | 1.32% | $132.35 | 322 | $213K |
| 14 | AVGOBroadcom | Technology | 1.26% | $125.63 | 585 | $202K |
| 15 | AMGNAmgen | Healthcare | 1.17% | $117.06 | 402 | $188K |
PWS has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | AAPL | Apple | 3.96% |
| 2 | LLY | Eli Lilly & | 3.70% |
| 3 | NVDA | Nvidia | 3.21% |
| 4 | MSFT | Microsoft | 2.95% |
| 5 | BRK-B | Berkshire Hathaway | 2.75% |
| 6 | JPM | Jpmorgan Chase & | 2.26% |
| 7 | JNJ | Johnson & Johnson | 2.17% |
| 8 | AMZN | Amazon | 2.14% |
| 9 | ABBV | AbbVie | 2.02% |
| 10 | META | META Platforms | 1.96% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| PWS | −0.49 | −0.67 | 12.7% | −7.9% | 0.61 | $60 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 3, 2026 | Sep 8, 2026 | $0.34 |
| Jun 4, 2026 | Jun 8, 2026 | $0.0682 |
| Mar 5, 2026 | Mar 9, 2026 | $0.0164 |
| Dec 30, 2025 | Jan 5, 2026 | $0.26 |
| Sep 4, 2025 | Sep 10, 2025 | $0.0797 |
| Jun 5, 2025 | Jun 11, 2025 | $0.12 |
| Mar 6, 2025 | Mar 12, 2025 | $0.0597 |
| Dec 27, 2024 | Jan 2, 2025 | $0.21 |
| Sep 26, 2024 | Oct 2, 2024 | $0.12 |
| Jun 27, 2024 | Jul 3, 2024 | $0.0472 |
| Mar 21, 2024 | Mar 27, 2024 | $0.0309 |
| Dec 27, 2023 | Jan 3, 2024 | $0.19 |