DHVW is a new ETF having debuted in mid-May, so its operating history is short and the sample set is small, but it should not be ignored in its brief time on the market the ETF has offered modest out-performance of the S&P 500. That indicates DHVW’s objective of generating “excess return relative to a comparable U.S. equity market capitalization-weighted strategy over long-term periods (5 years or longer)” could easily be satisfied for long-term investors.
DHVW’s top 10 holdings, a group that combines for 18.7% of the fund’s weight, include Apple (NasdaqGS: AAPL), Microsoft (NasdaqGS: MSFT), Facebook (NasdaqGS: FB) and Johnson & Johnson (NYSE: JNJ).
Diamond Hill Valuation-Weighted 500 ETF
