Skip to content
Beacon

TBGTBG Dividend Focus ETF

Grow my moneyGet income#805 of 1640 for Get income

Seeks income and long-term capital appreciation.

TBG ETF · Since 2023 (2 years)

Annual Cost

0.59%

#2801 out of 5,332 ETFs

Fund Size

$219M

#2054 out of 5,332 ETFs

Dividend Yield

2.63%

Track Record

2 years

#3371 out of 5,332 ETFs

Performance

1 Year

+20.5%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap
Factor
dividend

Asset allocation

Stocks
96.8%
Cash
3.0%
Other
0.2%

Sector breakdown

Energy
16.9%
Healthcare
15.5%
Consumer Defensive
13.0%
Financial Services
12.7%
Real Estate
11.4%
Technology
8.9%
Utilities
6.1%
Consumer Cyclical
5.4%
Other
10.0%

Top holdings

Chevron CorpCVX4.9%
Merck & Co IncMRK4.3%
Blackstone IncBX4.1%
Simon Property Group IncSPG4.0%
Verizon Communications IncVZ3.8%
PepsiCo IncPEP3.7%
First American Government Obligs XFGXXX3.6%
Procter & Gamble CoPG3.4%
Enterprise Products Partners LPEPD3.4%
Johnson & JohnsonJNJ3.3%

Risk profile

Volatility (1Y)

10.2%

Moderate

Max drawdown

-14.8%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Data updated on 2026-05-05