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BUSABrandes U.S. Value ETF

Grow my money#1394 of 2944 for Grow my money

Seeks long-term capital appreciation.

Brandes · Since 2023 (2 years)

Annual Cost

0.60%

#2918 out of 5,332 ETFs

Fund Size

$275M

#1865 out of 5,332 ETFs

Dividend Yield

1.55%

Track Record

2 years

#3317 out of 5,332 ETFs

Performance

1 Year

+26.1%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large
Factor
value

Asset allocation

Stocks
99.3%
Cash
0.7%

Sector breakdown

Healthcare
24.4%
Financial Services
20.6%
Technology
12.4%
Industrials
11.8%
Energy
7.6%
Communication
5.4%
Basic Materials
4.7%
Consumer Defensive
4.7%
Other
8.4%

Top holdings

Merck & Co IncMRK2.9%
Citigroup IncC2.8%
Textron IncTXT2.5%
Pfizer IncPFE2.4%
FedEx CorpFDX2.4%
Bank of America CorpBAC2.4%
Halliburton CoHAL2.4%
Chevron CorpCVX2.3%
The Cigna GroupCI2.2%
Becton Dickinson & CoBDX2.2%

Risk profile

Volatility (1Y)

12.4%

Moderate

Max drawdown

-14.2%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05