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COPYTweedy, Browne Insider + Value ETF

Grow my money#1477 of 2944 for Grow my money

Seeks long-term capital growth.

Tweedy, Browne · Since 2024 (1 year)

Annual Cost

0.80%

#3981 out of 5,332 ETFs

Fund Size

$282M

#1849 out of 5,332 ETFs

Dividend Yield

0.91%

Track Record

1 year

#4134 out of 5,332 ETFs

Performance

1 Year

+40.4%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
96.8%
Other
1.9%
Cash
1.3%

Sector breakdown

Financial Services
22.6%
Consumer Cyclical
17.0%
Energy
15.6%
Industrials
13.2%
Consumer Defensive
7.8%
Communication
6.4%
Basic Materials
6.0%
Healthcare
5.9%
Other
5.5%

Top holdings

StoneX Group IncSNEX1.5%
Banco Santander SASAN.MC1.2%
Peyto Exploration & Development CorpPEY.TO1.1%
Samsung Electronics Co Ltd005930.KS1.0%
Burberry Group PLCBRBY.L1.0%
Bankinter SABKT.MC1.0%
IG Group Holdings PLCIGG.L1.0%
KT Corp ADRKT1.0%
Noble Corp PLC Class ANE0.9%
Repsol SAREP.MC0.9%

Risk profile

Volatility (1Y)

12.9%

Moderate

Max drawdown

-14.1%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05