Financial Sector

High risk

VFH

speculation
maximum growth

Top Holdings

373 Securities

Top Sector

Financials

Min. Investment

$14,000

Expense Ratio

0.00%

Dividend Yield

1.56%

Description

Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.

Period From - To

Simulated Investment

Slippage (bps)

Rebalance Frequency

Generated using historical backtest simulation

Our interactive backtest tools is not reflective of actual live performance and these returns are hypothetical. Actual costs resulting from live trading may differ significantly, and backtest pricing data is not indicative realtime pricing data. Past performance is not an indicator of future performance. Learn more about how backtests work on Double here

Starting Point Holdings

NameSymbolAllocation
JPMorgan Chase & Co.JPM
8.71%
Berkshire Hathaway, Inc.BRK.B
7.81%
Mastercard, Inc.MA
5.57%
Visa, Inc.V
4.23%
Bank of America Corp.BAC
4.09%
Wells Fargo & Co.WFC
3.16%
The Goldman Sachs Group, Inc.GS
2.45%
American Express Co.AXP
2.11%
S&P Global, Inc.SPGI
2.04%
Morgan StanleyMS
2.04%
Blackrock, Inc.BLK
1.99%
Progressive Corp.PGR
1.93%
Citigroup, Inc.C
1.68%
Blackstone, Inc.BX
1.62%
Fiserv, Inc.FI
1.57%
The Charles Schwab Corp.SCHW
1.44%
Marsh & McLennan Cos., Inc.MMC
1.41%
Chubb Ltd.CB
1.38%
KKR & Co., Inc.KKR
1.21%
Intercontinental Exchange, Inc.ICE
1.15%
PayPal Holdings, Inc.PYPL
1.07%
The PNC Financial Services Group, Inc.PNC
1.04%
CME Group, Inc.CME
1.03%
U.S. BancorpUSB
1.01%
Moody's Corp.MCO
0.99%
Aon PlcAON
0.95%
Capital One Financial Corp.COF
0.91%
Apollo Global Management, Inc.APO
0.82%
Arthur J. Gallagher & Co.AJG
0.82%
Truist Financial Corp.TFC
0.78%
Aflac, Inc.AFL
0.75%
The Travelers Cos., Inc.TRV
0.75%
The Bank of New York Mellon Corp.BK
0.73%
Coinbase Global, Inc.COIN
0.73%
Ameriprise Financial, Inc.AMP
0.70%
The Allstate Corp.ALL
0.66%
American International Group, Inc.AIG
0.64%
MetLife, Inc.MET
0.63%
Fidelity National Information Services, Inc.FIS
0.62%
MSCI, Inc.MSCI
0.60%
Discover Financial ServicesDFS
0.57%
Prudential Financial, Inc.PRU
0.56%
Block, Inc.SQ
0.56%
Arch Capital Group Ltd.ACGL
0.48%
M&T Bank Corp.MTB
0.45%
The Hartford Financial Services Group, Inc.HIG
0.44%
Nasdaq, Inc.NDAQ
0.43%
Willis Towers Watson PlcWTW
0.41%
Fifth Third BancorpFITB
0.41%
Ares Management Corp.ARES
0.40%
Raymond James Financial, Inc.RJF
0.40%
Global Payments, Inc.GPN
0.36%
State Street Corp.STT
0.36%
Brown & Brown, Inc.BRO
0.35%
T. Rowe Price Group, Inc.TROW
0.33%
Huntington Bancshares, Inc.HBAN
0.32%
Synchrony FinancialSYF
0.32%
Corpay, Inc.CPAY
0.31%
Regions Financial Corp.RF
0.30%
LPL Financial Holdings, Inc.LPLA
0.30%
Cincinnati Financial Corp.CINF
0.30%
First Citizens BancShares, Inc. (North Carolina)FCNCA
0.28%
Northern Trust Corp.NTRS
0.28%
Markel Group, Inc.MKL
0.27%
Cboe Global Markets, Inc.CBOE
0.27%
Citizens Financial Group, Inc. (Rhode Island)CFG
0.27%
Principal Financial Group, Inc.PFG
0.26%
W.R. Berkley Corp.WRB
0.24%
FactSet Research Systems, Inc.FDS
0.23%
KeyCorpKEY
0.23%
Interactive Brokers Group, Inc.IBKR
0.22%
Robinhood Markets, Inc.HOOD
0.22%
Everest Group Ltd.EG
0.20%
Fidelity National Financial, Inc.FNF
0.20%
Loews Corp.L
0.20%
Equitable Holdings, Inc.EQH
0.20%
Tradeweb Markets, Inc.TW
0.19%
Reinsurance Group of America, Inc.RGA
0.19%
East West Bancorp, Inc.EWBC
0.18%
RenaissanceRe Holdings Ltd.RNR
0.18%
SoFi Technologies, Inc.SOFI
0.17%
Unum GroupUNM
0.17%
Toast, Inc.TOST
0.17%
Jack Henry & Associates, Inc.JKHY
0.16%
The Carlyle Group Inc.CG
0.15%
Jefferies Financial Group, Inc.JEF
0.15%
Stifel Financial Corp.SF
0.15%
Affirm Holdings, Inc.AFRM
0.15%
Evercore, Inc.EVR
0.14%
Assurant, Inc.AIZ
0.14%
First Horizon Corp. (Tennessee)FHN
0.14%
Erie Indemnity Co.ERIE
0.14%
Blue Owl Capital, Inc.OWL
0.14%
MarketAxess Holdings, Inc.MKTX
0.13%
Primerica, Inc.PRI
0.13%
Kinsale Capital Group, Inc.KNSL
0.13%
Globe Life, Inc.GL
0.13%
Ally Financial, Inc.ALLY
0.13%
Webster Financial Corp.WBS
0.13%
American Financial Group, Inc.AFG
0.13%
Annaly Capital Management, Inc.NLY
0.13%
Houlihan Lokey, Inc.HLI
0.12%
Morningstar, Inc.MORN
0.12%
Old Republic International Corp.ORI
0.12%
Pinnacle Financial Partners, Inc.PNFP
0.12%
Western Alliance Bancorp.WAL
0.12%
Comerica, Inc.CMA
0.12%
SEI Investments Co.SEIC
0.11%
Wintrust Financial Corp.WTFC
0.11%
Zions Bancorporation, NAZION
0.11%
Commerce Bancshares, Inc. (Missouri)CBSH
0.11%
Cullen/Frost Bankers, Inc.CFR
0.11%
Corebridge Financial, Inc.CRBG
0.11%
Synovus Financial Corp.SNV
0.11%
SouthState Corp.SSB
0.11%
Jackson Financial, Inc.JXN
0.11%
Voya Financial, Inc.VOYA
0.10%
Prosperity Bancshares, Inc.PB
0.10%
WEX, Inc.WEX
0.10%
Hamilton Lane, Inc.HLNE
0.10%
Ryan Specialty Holdings, Inc.RYAN
0.09%
RLI Corp.RLI
0.09%
AGNC Investment Corp.AGNC
0.09%
Cadence BankCADE
0.09%
Old National BancorpONB
0.09%
Popular, Inc.BPOP
0.09%
AXIS Capital Holdings Ltd.AXS
0.09%
First American Financial Corp.FAF
0.08%
MGIC Investment Corp.MTG
0.08%
Mr. Cooper Group, Inc.COOP
0.08%
OneMain Holdings, Inc.OMF
0.08%
Glacier Bancorp, Inc.GBCI
0.08%
Columbia Banking System, Inc.COLB
0.08%
Franklin Resources, Inc.BEN
0.08%
Selective Insurance Group, Inc.SIGI
0.08%
Invesco Ltd.IVZ
0.08%
Lincoln National Corp.LNC
0.08%
Piper Sandler Cos.PIPR
0.08%
Essent Group Ltd.ESNT
0.08%
Affiliated Managers Group, Inc.AMG
0.08%
Upstart Holdings, Inc.UPST
0.07%
Starwood Property Trust, Inc.STWD
0.07%
F.N.B. Corp. (Pennsylvania)FNB
0.07%
Home Bancshares, Inc. (Arkansas)HOMB
0.07%
The Hanover Insurance Group, Inc.THG
0.07%
Shift4 Payments, Inc.FOUR
0.07%
UMB Financial Corp.UMBF
0.07%
United Bankshares, Inc. (West Virginia)UBSI
0.07%
Janus Henderson Group PlcJHG
0.07%
Moelis & Co.MC
0.07%
Lazard, Inc.LAZ
0.07%
Rithm Capital Corp.RITM
0.07%
Hancock Whitney Corp.HWC
0.07%
Radian Group Inc.RDN
0.06%
First Financial Bankshares, Inc.FFIN
0.06%
Bank OZKOZK
0.06%
ServisFirst Bancshares, Inc.SFBS
0.06%
TPG, Inc.TPG
0.06%
SLM Corp.SLM
0.06%
Assured Guaranty Ltd.AGO
0.06%
Ameris BancorpABCB
0.06%
PennyMac Financial Services, Inc.PFSI
0.06%
FirstCash Holdings, Inc.FCFS
0.06%
Axos Financial, Inc.AX
0.06%
Euronet Worldwide, Inc.EEFT
0.06%
Valley National BancorpVLY
0.06%
Kemper Corp.KMPR
0.06%
CNO Financial Group, Inc.CNO
0.05%
BGC Group, Inc.BGC
0.05%
Associated Banc-CorpASB
0.05%
International Bancshares Corp.IBOC
0.05%
StepStone Group, Inc.STEP
0.05%
Texas Capital Bancshares, Inc.TCBI
0.05%
Enstar Group Ltd.ESGR
0.05%
Fulton Financial Corp.FULT
0.05%
United Community Banks, Inc.UCB
0.05%
Atlantic Union Bankshares Corp.AUB
0.05%
Walker & Dunlop, Inc.WD
0.05%
Community Financial System, Inc.CBU
0.05%
PJT Partners, Inc.PJT
0.05%
The Western Union Co.WU
0.05%
Eastern Bankshares, Inc.EBC
0.05%
Cathay General BancorpCATY
0.05%
First BanCorp (Puerto Rico)FBP
0.05%
First Hawaiian, Inc.FHB
0.04%
WSFS Financial Corp.WSFS
0.04%
BOK Financial Corp.BOKF
0.04%
Flagstar Financial, Inc.FLG
0.04%
Artisan Partners Asset Management, Inc.APAM
0.04%
Federated Hermes, Inc.FHI
0.04%
HA Sustainable Infrastructure Capital, Inc.HASI
0.04%
Brighthouse Financial, Inc.BHF
0.04%
First Interstate BancSystem, Inc.FIBK
0.04%
Genworth Financial, Inc.GNW
0.04%
CVB Financial Corp.CVBF
0.04%
Park National Corp.PRK
0.04%
Blackstone Mortgage Trust, Inc.BXMT
0.04%
Baldwin Insurance Group, Inc.BWIN
0.04%
Simmons First National Corp.SFNC
0.04%
Bank of Hawaii Corp.BOH
0.04%
Independent Bank Corp. (Massachusetts)INDB
0.04%
WaFd, Inc.WAFD
0.04%
Credit Acceptance Corp.CACC
0.04%
Bread Financial Holdings, Inc.BFH
0.04%
BankUnited, Inc.BKU
0.04%
Cohen & Steers, Inc. (New York)CNS
0.04%
Arbor Realty Trust, Inc.ABR
0.04%
Heartland Financial USA, Inc.HTLF
0.04%
Virtu Financial, Inc.VIRT
0.04%
Victory Capital Holdings, Inc.VCTR
0.04%
NMI Holdings, Inc.NMIH
0.04%
Remitly Global, Inc.RELY
0.04%
StoneX Group, Inc.SNEX
0.04%
Enova International, Inc.ENVA
0.04%
The Bancorp, Inc. (Delaware)TBBK
0.04%
First Financial Bancorp (Ohio)FFBC
0.04%
Goosehead Insurance, Inc.GSHD
0.03%
Pacific Premier Bancorp, Inc.PPBI
0.03%
TowneBankTOWN
0.03%
BancFirst Corp. (Oklahoma)BANF
0.03%
Provident Financial Services, Inc.PFS
0.03%
Palomar Holdings, Inc.PLMR
0.03%
Banner Corp.BANR
0.03%
Seacoast Banking Corp. of FloridaSBCF
0.03%
First Merchants Corp. (Indiana)FRME
0.03%
Independent Bank Group, Inc.IBTX
0.03%
NBT Bancorp, Inc.NBTB
0.03%
Renasant Corp.RNST
0.03%
Flywire Corp.FLYW
0.03%
Banc of California, Inc.BANC
0.03%
EVERTEC, Inc.EVTC
0.03%
Trustmark Corp.TRMK
0.03%
Enterprise Financial Services Corp.EFSC
0.03%
Triumph Financial, Inc.TFIN
0.03%
Oscar Health, Inc.OSCR
0.03%
DigitalBridge Group, Inc.DBRG
0.03%
WesBanco, Inc.WSBC
0.03%
FB Financial Corp.FBK
0.03%
Mercury General Corp.MCY
0.03%
PROG Holdings, Inc.PRG
0.03%
OFG BancorpOFG
0.03%
Pathward Financial, Inc.CASH
0.03%
Rocket Cos., Inc.RKT
0.03%
Freedom Holding Corp.FRHC
0.03%
Stewart Information Services Corp.STC
0.03%
NCR Atleos Corp.NATL
0.03%
Federal Agricultural Mortgage Corp.AGM
0.02%
City Holding Co.CHCO
0.02%
First Commonwealth Financial Corp. (Pennsylvania)FCF
0.02%
First Bancorp (North Carolina)FBNC
0.02%
Lakeland Financial Corp. (Indiana)LKFN
0.02%
National Bank Holdings Corp.NBHC
0.02%
Northwest Bancshares, Inc. (Pennsylvania)NWBI
0.02%
Trupanion, Inc.TRUP
0.02%
Donnelley Financial Solutions, Inc.DFIN
0.02%
Horace Mann Educators Corp.HMN
0.02%
LendingClub Corp.LC
0.02%
Sandy Spring Bancorp, Inc.SASR
0.02%
Virtus Investment Partners, Inc.VRTS
0.02%
Lemonade, Inc.LMND
0.02%
Hope Bancorp, Inc.HOPE
0.02%
Veritex Holdings, Inc.VBTX
0.02%
Customers Bancorp, Inc.CUBI
0.02%
S&T Bancorp, Inc.STBA
0.02%
Hilltop Holdings, Inc.HTH
0.02%
Nelnet, Inc.NNI
0.02%
Marqeta, Inc.MQ
0.02%
Live Oak Bancshares, Inc.LOB
0.02%
Stellar Bancorp, Inc.STEL
0.02%
Compass Diversified HoldingsCODI
0.02%
Westamerica BancorporationWABC
0.02%
First Busey Corp.BUSE
0.02%
QCR Holdings, Inc.QCRH
0.02%
TriCo BancsharesTCBK
0.02%
SiriusPoint Ltd.SPNT
0.02%
Employers Holdings, Inc.EIG
0.02%
German American Bancorp, Inc.GABC
0.02%
Ladder Capital Corp.LADR
0.02%
WisdomTree, Inc.WT
0.02%
Safety Insurance Group, Inc.SAFT
0.02%
Berkshire Hills Bancorp, Inc.BHLB
0.02%
Navient Corp.NAVI
0.02%
Apollo Commercial Real Estate Finance, Inc.ARI
0.02%
Perella Weinberg PartnersPWP
0.02%
Two Harbors Investment Corp.TWO
0.02%
Chimera Investment Corp.CIM
0.02%
1st Source Corp.SRCE
0.02%
Preferred Bank (California)PFBC
0.02%
OceanFirst Financial Corp.OCFC
0.02%
Ready Capital Corp.RC
0.02%
Cannae Holdings, Inc.CNNE
0.02%
Dime Community Bancshares, Inc.DCOM
0.01%
MFA Financial, Inc.MFA
0.01%
Encore Capital Group, Inc.ECPG
0.01%
PennyMac Mortgage Investment TrustPMT
0.01%
Peoples Bancorp, Inc. (Ohio)PEBO
0.01%
AMERISAFE, Inc.AMSF
0.01%
The First Bancshares, Inc. (Mississippi)FBMS
0.01%
Franklin BSP Realty Trust, Inc.FBRT
0.01%
Brookline Bancorp, Inc.BRKL
0.01%
Ellington Financial, Inc.EFC
0.01%
Origin Bancorp, Inc.OBK
0.01%
Southside Bancshares, Inc.SBSI
0.01%
ConnectOne Bancorp, Inc.CNOB
0.01%
Premier Financial Corp.PFC
0.01%
Redwood Trust, Inc.RWT
0.01%
ARMOUR Residential REIT, Inc.ARR
0.01%
HCI Group, Inc.HCI
0.01%
Heritage Financial Corp. (Washington)HFWA
0.01%
Dynex Capital, Inc.DX
0.01%
Tompkins Financial Corp.TMP
0.01%
Univest Financial Corp.UVSP
0.01%
Capitol Federal Financial, Inc.CFFN
0.01%
Community Trust Bancorp, Inc. (Kentucky)CTBI
0.01%
PRA Group, Inc.PRAA
0.01%
BrightSphere Investment Group, Inc.BSIG
0.01%
Claros Mortgage Trust, Inc.CMTG
0.01%
Byline Bancorp, Inc.BY
0.01%
BrightSpire Capital, Inc.BRSP
0.01%
Central Pacific Financial Corp.CPF
0.01%
Eagle Bancorp, Inc. (Maryland)EGBN
0.01%
Merchants Bancorp (Indiana)MBIN
0.01%
Amerant Bancorp, Inc.AMTB
0.01%
ProAssurance Corp.PRA
0.01%
Old Second Bancorp, Inc.OSBC
0.01%
Independent Bank Corp. (Michigan)IBCP
0.01%
Horizon Bancorp, Inc. (Indiana)HBNC
0.01%
Hanmi Financial Corp.HAFC
0.01%
CrossFirst Bankshares, Inc.CFB
0.01%
Mercantile Bank Corp.MBWM
0.01%
Camden National Corp. (Maine)CAC
0.01%
Repay Holdings Corp.RPAY
0.01%
KKR Real Estate Finance Trust, Inc.KREF
0.01%
TrustCo Bank Corp. NYTRST
0.01%
International Money Express, Inc.IMXI
0.01%
Washington Trust Bancorp, Inc.WASH
0.01%
Heritage Commerce Corp.HTBK
0.01%
EZCORP, Inc.EZPW
0.01%
Metropolitan Bank Holding Corp.MCB
0.01%
Open Lending Corp.LPRO
0.01%
Amalgamated Financial Corp.AMAL
0.01%
Universal Insurance Holdings, Inc.UVE
0.01%
NerdWallet, Inc.NRDS
0.01%
Peapack-Gladstone Financial Corp.PGC
0.01%
Farmers National Banc Corp.FMNB
0.01%
i3 Verticals, Inc.IIIV
0.01%
Northfield Bancorp, Inc. (New Jersey)NFBK
0.01%
Root, Inc.ROOT
0.01%
Midland States Bancorp, Inc.MSBI
0.01%
Arrow Financial Corp.AROW
0.01%
UWM Holdings Corp.UWMC
0.01%
LendingTree, Inc.TREE
0.01%
Orchid Island Capital, Inc.ORC
0.01%
New York Mortgage Trust, Inc.NYMT
0.01%
United Fire Group, Inc.UFCS
0.01%
Tiptree, Inc.TIPT
0.01%
Ambac Financial Group, Inc.AMBC
0.01%
TPG RE Finance Trust, Inc.TRTX
0.01%
HarborOne Bancorp, Inc.HONE
0.01%
Green Dot Corp.GDOT
0.01%
Kearny Financial Corp.KRNY
0.01%
Carter Bankshares, Inc.CARE
0.01%
P10, Inc.PX
0.01%
Flushing Financial Corp.FFIC
0.01%
Hippo Holdings, Inc.HIPO
0.01%
World Acceptance Corp.WRLD
0.01%
Invesco Mortgage Capital, Inc.IVR
0.01%
MoneyLion, Inc.ML
0.01%
Bridge Investment Group Holdings, Inc.BRDG
0.00%
Ares Commercial Real Estate Corp.ACRE
0.00%
James River Group Holdings Ltd.JRVR
0.00%
HomeStreet, Inc.HMST
0.00%
B. Riley Financial, Inc.RILY
0.00%

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