BRKW

Roundhill Investments$38.96-0.24 (-0.61%)
AUM $14.8MER 0.99%NAV $38.07Holdings 5

Price Chart

Key Statistics

Previous Close

$39.20

Day Range

$38.96$38.96

52-Week Range

$38.11$51.26

Avg Volume

3.2K

Dividend Yield

18.37%

Expense Ratio

0.99%

AUM

$14.8M

Shares Outstanding

390.1K

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others95.51%
Financial Services4.49%

Country Allocation

CountryWeight %
Other95.51%
United States4.49%

Fund Information

Inception Date
Jun 18, 2025
Exchange
BATS
Description
The Roundhill BRKB WeeklyPay ETF (“BRKW”) is designed for investors seeking a combination of income and growth potential. BRKW aims to provide weekly distributions and calendar week returns, before fees and expenses, equal to 1.2 times (120%) the calendar week total return of Berkshire Hathaway common shares (NYSE: BRKB). BRKW is an actively-managed ETF.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$387.40B
AGGiShares Core U.S. Aggregate Bond ETF$136.09B
BNDXVanguard Total International Bond ETF$116.90B
SGOViShares 0-3 Month Treasury Bond ETF$84.70B
BSVVanguard Short-Term Bond ETF$69.80B

The Roundhill Investments - BRKB WeeklyPay ETF (BRKW) is an exchange-traded fund issued by Roundhill Investments that launched on Jun 18, 2025. It currently manages $14.8M in assets under management. The fund charges an expense ratio of 0.99%. The fund holds 5 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1Cash & Other35.80%-18,847,172$-18847172
2084670702 TRS 072026 NMBERKSHIRE HATHAWAY INC SWAP NM32.82%36,811$17.3M
3912797TS6United States Treasury Bill 05/19/202628.43%15,000,000$15.0M
4FGXXXFirst American Government Obligations Fund 12/01/20311.67%878,168$878K
5BRK-BBerkshire Hathaway Inc1.28%1,431$672K

Detailed Returns

PeriodReturnETF
1D
-0.61%
1W
+1.67%
1M
-1.53%
3M
-5.34%
6M
-10.99%
YTD
-11.41%
1Y
-22.31%
3Y
-22.31%
5Y
-22.31%

Moving Averages

20-Day MA

$39.31

Below 20-Day MA
50-Day MA

$40.66

Below 50-Day MA
200-Day MA

$44.59

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$51.26

Current Price

$38.96

52-Week Low

$38.11

$38.11$51.26

Current Yield

18.37%

Annual Dividend

$0.6004

Frequency

52x/year

Last Ex-Date

Mar 2, 2026

Dividend History

Ex-DateAmountPay Date
Mar 2, 2026$0.1480Mar 3, 2026
Feb 23, 2026$0.1048Feb 24, 2026
Feb 17, 2026$0.1972Feb 18, 2026
Feb 9, 2026$0.1504Feb 10, 2026
Feb 2, 2026$0.1201Feb 3, 2026
Jan 26, 2026$0.1249Jan 27, 2026
Jan 20, 2026$0.1465Jan 21, 2026
Jan 12, 2026$0.1383Jan 13, 2026
Jan 5, 2026$0.1814Jan 6, 2026
Dec 29, 2025$0.1446Dec 30, 2025
Dec 22, 2025$0.1444Dec 23, 2025
Dec 15, 2025$0.1315Dec 16, 2025
Dec 8, 2025$0.1938Dec 9, 2025
Dec 1, 2025$0.1624Dec 2, 2025
Nov 24, 2025$0.1957Nov 25, 2025
Nov 17, 2025$0.1875Nov 18, 2025
Nov 10, 2025$0.1260Nov 12, 2025
Nov 3, 2025$0.1656Nov 4, 2025
Oct 27, 2025$0.2043Oct 28, 2025
Oct 20, 2025$0.2219Oct 21, 2025

Dividend Payments Over Time

Category Comparison

MetricBRKWCash & Others(1004 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.99%0.62%0.72%
AUM$14.8M$2.70B$1.48B
Dividend Yield18.37%9.44%11.21%
Avg Volume3.2K1.2M214.2K
Holdings5379161
Performance
1-Month Return+0.54%+2.27%+3.67%
6-Month Return-13.75%-2.88%-3.49%
YTD Return-12.17%-0.07%-1.26%
1-Year Return+3.42%+3.22%

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