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WLDRAffinity World Leaders Equity ETF

Grow my money#1833 of 2944 for Grow my money

Seeks to provide investment results that correspond generally to the performance of the FTSE StarMine Affinity World Leaders Index.

Affinity Investment Advisors, LLC · Since 2018 (8 years)

Annual Cost

0.67%

#3210 out of 5,332 ETFs

Fund Size

$63M

#3143 out of 5,332 ETFs

Dividend Yield

1.38%

Track Record

8 years

#1723 out of 5,332 ETFs

Performance

1 Year

+55.8%

3 Years

+28.5%

5 Years

+16.5%

What's inside

Asset class
equity
Region
global
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
98.7%
Cash
0.9%
Other
0.4%

Sector breakdown

Technology
27.8%
Financial Services
12.5%
Industrials
12.0%
Communication
10.3%
Consumer Cyclical
9.4%
Healthcare
9.2%
Consumer Defensive
7.2%
Energy
4.9%
Other
6.7%

Top holdings

Micron Technology IncMU5.8%
Seagate Technology Holdings PLCSTX5.6%
Jabil IncJBL4.0%
Hewlett Packard Enterprise CoHPE2.9%
Tapestry IncTPR2.8%
Dollar General CorpDG2.6%
Verizon Communications IncVZ2.2%
HP IncHPQ2.2%
AT&T IncT2.0%
Comcast Corp Class ACMCSA1.7%

Risk profile

Volatility (1Y)

14.4%

Moderate

Max drawdown

-44.7%

Worst peak-to-trough loss

Sharpe (3Y)

1.45

Excellent risk-adjusted returns

Sortino (3Y)

2.16

Good downside protection

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Data updated on 2026-05-05