Davis Select Worldwide ETF

Shareclass

Davis Select Worldwide ETF (DWLD)

Type

Exchange-traded fund

Manager

Davis

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

8.3

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 1,010 out of 1,100 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Teck Resources Ltd Class B (Sub Voting)
1.81% of assets
$6.69M invested
2. Meta Platforms Inc Class A
5.67% of assets
$20.91M invested
3. Alphabet Inc Class C
2.13% of assets
$7.86M invested
4. Entain PLC
1.66% of assets
$6.11M invested
5. Danske Bank AS
4.13% of assets
$15.25M invested
6. Amazon.com Inc
2.2% of assets
$8.13M invested
7. Humana Inc
1.74% of assets
$6.43M invested
8. CVS Health Corp
2.92% of assets
$10.76M invested
9. Julius Baer Gruppe AG
4.35% of assets
$16.05M invested
10. IAC Inc Ordinary Shares - New
0.42% of assets
$1.54M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Markel Group Inc
4.06% of assets
$14.98M invested
2. Coupang Inc Ordinary Shares - Class A
0.74% of assets
$2.72M invested
3. Clear Secure Inc Ordinary Shares Class A
0.27% of assets
$994,678 invested
4. Berkshire Hathaway Inc Class B
3.3% of assets
$12.17M invested
5. Tourmaline Oil Corp
2.96% of assets
$10.94M invested
6. Solventum Corp
2.38% of assets
$8.8M invested
7. Tyson Foods Inc Class A
2.09% of assets
$7.71M invested
8. Prosus NV Ordinary Shares - Class N
4.86% of assets
$17.93M invested
9. AGCO Corp
0.67% of assets
$2.49M invested
10. Coterra Energy Inc Ordinary Shares
0.81% of assets
$3M invested

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Financial performance

Performance data provided by

Find more financial data on DWLD at Morningstar.com

Gender Equality and Returns

Returns chart for Davis Select Worldwide ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

DWLD

Davis Select Worldwide ETF

Family

Davis

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.94% less in annualized returns

Lower overall gender equality score

9 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

DWLD

Davis Select Worldwide ETF

Family

Davis

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.94% less in annualized returns

Lower overall gender equality score

9 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

DWLD

Davis Select Worldwide ETF

Family

Davis

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.94% less in annualized returns

Lower overall gender equality score

9 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
DWLD - Davis Select Worldwide ETF

17%

15%

12%

46 / 100 points

Benchmark

12%

10%

13%

8.76%

55 / 100 points

Fund compared to benchmark

4.4%

4.85%

-0.94%

9 / 100 points lower

Find more financial data on DWLD at Morningstar.com

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