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DVALBrandywineGLOBAL Dynamic U.S. Large Cap Value ETF

Grow my money#1231 of 2944 for Grow my money

Seeks long-term capital appreciation through quantitative investment in U.S. equities.

Franklin Templeton Investments · Since 2014 (11 years)

Annual Cost

0.49%

#2226 out of 5,332 ETFs

Fund Size

$82M

#2914 out of 5,332 ETFs

Dividend Yield

1.95%

Track Record

11 years

#1246 out of 5,332 ETFs

Performance

1 Year

+18.7%

3 Years

+12.6%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large
Factor
multifactor

Asset allocation

Stocks
99.2%
Cash
0.8%
Other
0.0%

Sector breakdown

Financial Services
32.0%
Industrials
14.5%
Communication
10.4%
Consumer Cyclical
10.3%
Healthcare
9.2%
Consumer Defensive
8.2%
Energy
7.2%
Technology
4.7%
Other
3.5%

Top holdings

Lockheed Martin CorpLMT4.6%
JPMorgan Chase & CoJPM4.2%
Honeywell International IncHON4.2%
Wells Fargo & CoWFC4.0%
The Goldman Sachs Group IncGS3.6%
Comcast Corp Class ACMCSA3.4%
EOG Resources IncEOG3.0%
Verizon Communications IncVZ2.8%
Johnson & JohnsonJNJ2.6%
AT&T IncT2.5%

Risk profile

Volatility (1Y)

11.1%

Moderate

Max drawdown

-18.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.68

Decent risk-adjusted returns

Sortino (3Y)

1.01

Good downside protection

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Data updated on 2026-05-05