DEMZDemocratic Large Cap Core ETF
Grow my money#1696 of 2944 for Grow my money
Seeks long-term capital appreciation.
DEMZ · Since 2020 (5 years)
Annual Cost
0.45%
#2049 out of 5,332 ETFs
Fund Size
$54M
#3272 out of 5,332 ETFs
Dividend Yield
0.50%
Track Record
5 years
#2273 out of 5,332 ETFs
Performance
1 Year
+29.3%
3 Years
+22.1%
5 Years
+12.2%
What's inside
Asset class
Region
Strategy
active selection
Cap
large
Focus
Political
Asset allocation
Stocks
99.5%
Cash
0.5%
Sector breakdown
Technology
42.6%
Communication
13.6%
Industrials
9.6%
Financial Services
9.2%
Consumer Cyclical
8.9%
Healthcare
6.3%
Consumer Defensive
6.1%
Real Estate
3.7%
Top holdings
Apple IncAAPL5.1%
NVIDIA CorpNVDA4.9%
Microsoft CorpMSFT4.8%
Costco Wholesale CorpCOST4.6%
Loews CorpL4.6%
Lam Research CorpLRCX4.3%
KLA CorpKLAC4.3%
Amphenol Corp Class AAPH4.3%
Nordson CorpNDSN4.0%
Xylem IncXYL3.5%
Risk profile
Volatility (1Y)
14.4%
Moderate
Max drawdown
-27.2%
Worst peak-to-trough loss
Sharpe (3Y)
1.14
Excellent risk-adjusted returns
Sortino (3Y)
1.66
Good downside protection
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Data updated on 2026-05-05