BRKW

Roundhill Investments$40.49-0.01 (-0.02%)
AUM $16.3MER 0.99%NAV $41.75Holdings 5

Price Chart

Key Statistics

Previous Close

$40.50

Day Range

$40.42$40.66

52-Week Range

$40.49$51.26

Avg Volume

4.7K

Dividend Yield

18.37%

Expense Ratio

0.99%

AUM

$16.3M

Shares Outstanding

389.9K

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others95.65%
Financial Services4.35%

Country Allocation

CountryWeight %
Other95.64%
United States4.36%

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$389.20B
VWOVanguard FTSE Emerging Markets ETF$151.80B
AGGiShares Core U.S. Aggregate Bond ETF$139.38B
SGOViShares 0-3 Month Treasury Bond ETF$78.18B
BSVVanguard Short-Term Bond ETF$69.20B

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 $16.3M 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 & Other35.28%-19,507,453$-19507453
2084670702 TRS 072026 NMBERKSHIRE HATHAWAY INC SWAP NM34.19%38,429$18.9M
3912797TA5United States Treasury Bill 03/24/202625.29%14,000,000$14.0M
4FGXXXFirst American Government Obligations Fund 12/01/20313.95%2,185,421$2.2M
5BRK-BBerkshire Hathaway Inc1.28%1,441$709K

Detailed Returns

PeriodReturnETF
1D
-0.02%
1W
-2.88%
1M
-5.71%
3M
-9.26%
6M
-13.80%
YTD
-7.94%
1Y
-19.26%
3Y
-19.26%
5Y
-19.26%

Moving Averages

20-Day MA

$41.94

Below 20-Day MA
50-Day MA

$42.54

Below 50-Day MA
200-Day MA

$45.60

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$51.26

Current Price

$40.49

52-Week Low

$40.49

$40.49$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(1028 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.99%0.61%0.72%
AUM$16.3M$2.65B$1.44B
Dividend Yield18.37%9.45%11.22%
Avg Volume4.7K1.7M285.1K
Holdings5367161
Performance
1-Month Return-5.68%+1.28%-2.09%
6-Month Return-13.90%-2.90%-4.41%
YTD Return-9.25%+0.16%-2.58%
1-Year Return-0.16%+0.08%

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