Value Stocks

Medium risk

VTV

growth
balanced
growth income

Top Holdings

333 Securities

Top Sector

Financials

Min. Investment

$6,500

Expense Ratio

0.00%

Dividend Yield

2.29%

Description

This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.

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
Berkshire Hathaway, Inc.BRK.B
3.14%
JPMorgan Chase & Co.JPM
3.04%
UnitedHealth Group, Inc.UNH
2.56%
Exxon Mobil Corp.XOM
2.39%
Broadcom Inc.AVGO
1.84%
The Home Depot, Inc.HD
1.80%
Procter & Gamble Co.PG
1.75%
Johnson & JohnsonJNJ
1.68%
Walmart, Inc.WMT
1.68%
Bank of America Corp.BAC
1.43%
Oracle Corp.ORCL
1.39%
AbbVie, Inc.ABBV
1.37%
Chevron Corp.CVX
1.22%
Merck & Co., Inc.MRK
1.16%
The Coca-Cola Co.KO
1.10%
Wells Fargo & Co.WFC
1.09%
PepsiCo, Inc.PEP
1.01%
Cisco Systems, Inc.CSCO
0.95%
Thermo Fisher Scientific, Inc.TMO
0.93%
Abbott LaboratoriesABT
0.91%
International Business Machines Corp.IBM
0.88%
Philip Morris International, Inc.PM
0.87%
Caterpillar, Inc.CAT
0.86%
QUALCOMM, Inc.QCOM
0.83%
The Goldman Sachs Group, Inc.GS
0.82%
Amgen, Inc.AMGN
0.78%
Comcast Corp.CMCSA
0.76%
RTX Corp.RTX
0.74%
Morgan StanleyMS
0.72%
AT&T, Inc.T
0.71%
Danaher Corp.DHR
0.71%
Lowe's Companies, Inc.LOW
0.70%
Verizon Communications, Inc.VZ
0.69%
Progressive Corp.PGR
0.68%
Pfizer Inc.PFE
0.67%
Union Pacific Corp.UNP
0.66%
Blackrock, Inc.BLK
0.66%
NextEra Energy, Inc.NEE
0.66%
Eaton Corp. PlcETN
0.65%
American Express Co.AXP
0.64%
Honeywell International, Inc.HON
0.64%
Lockheed Martin Corp.LMT
0.61%
ConocoPhillipsCOP
0.58%
Citigroup, Inc.C
0.55%
Gilead Sciences, Inc.GILD
0.54%
Bristol Myers Squibb Co.BMY
0.54%
Micron Technology, Inc.MU
0.53%
The Charles Schwab Corp.SCHW
0.51%
Medtronic PlcMDT
0.50%
Accenture PlcACN
0.50%
Marsh & McLennan Cos., Inc.MMC
0.49%
Analog Devices, Inc.ADI
0.49%
Chubb Ltd.CB
0.48%
Prologis, Inc.PLD
0.48%
Deere & Co.DE
0.46%
KKR & Co., Inc.KKR
0.46%
Elevance Health, Inc.ELV
0.44%
Intel Corp.INTC
0.44%
United Parcel Service, Inc.UPS
0.43%
The Southern Co.SO
0.43%
The Cigna GroupCI
0.42%
GE AerospaceGE
0.42%
Trane Technologies PlcTT
0.41%
Altria Group, Inc.MO
0.41%
Intercontinental Exchange, Inc.ICE
0.40%
The Walt Disney Co.DIS
0.40%
Waste Management, Inc.WM
0.40%
Parker-Hannifin Corp.PH
0.40%
Regeneron Pharmaceuticals, Inc.REGN
0.40%
Mondelez International, Inc.MDLZ
0.39%
Duke Energy Corp.DUK
0.39%
PayPal Holdings, Inc.PYPL
0.39%
The PNC Financial Services Group, Inc.PNC
0.37%
CME Group, Inc.CME
0.36%
McKesson Corp.MCK
0.36%
U.S. BancorpUSB
0.35%
Northrop Grumman Corp.NOC
0.35%
Illinois Tool Works Inc.ITW
0.34%
EOG Resources, Inc.EOG
0.34%
Constellation Energy Corp.CEG
0.33%
3M Co.MMM
0.33%
General Dynamics Corp.GD
0.33%
Emerson Electric Co.EMR
0.32%
CSX Corp.CSX
0.32%
Target Corp.TGT
0.31%
CVS Health Corp.CVS
0.31%
Air Products & Chemicals, Inc.APD
0.31%
The Williams Cos., Inc.WMB
0.31%
Capital One Financial Corp.COF
0.30%
Becton, Dickinson & Co.BDX
0.30%
Carrier Global Corp.CARR
0.29%
Freeport-McMoRan, Inc.FCX
0.29%
Arthur J. Gallagher & Co.AJG
0.29%
HCA Healthcare, Inc.HCA
0.29%
FedEx Corp.FDX
0.28%
General Motors Co.GM
0.28%
ONEOK, Inc.OKE
0.28%
Norfolk Southern Corp.NSC
0.28%
Truist Financial Corp.TFC
0.27%
Aflac, Inc.AFL
0.27%
Fiserv, Inc.FI
0.27%
PACCAR, Inc.PCAR
0.27%
Digital Realty Trust, Inc.DLR
0.27%
The Travelers Cos., Inc.TRV
0.26%
United Rentals, Inc.URI
0.26%
The Bank of New York Mellon Corp.BK
0.26%
SempraSRE
0.26%
Johnson Controls International PlcJCI
0.25%
Simon Property Group, Inc.SPG
0.25%
Ameriprise Financial, Inc.AMP
0.24%
Public StoragePSA
0.24%
Phillips 66PSX
0.23%
The Allstate Corp.ALL
0.23%
Marathon Petroleum Corp.MPC
0.23%
Kinder Morgan, Inc.KMI
0.23%
American Electric Power Co., Inc.AEP
0.23%
Vistra Corp.VST
0.22%
L3Harris Technologies, Inc.LHX
0.22%
Newmont Corp.NGT
0.22%
D.R. Horton, Inc.DHI
0.22%
American International Group, Inc.AIG
0.22%
MetLife, Inc.MET
0.22%
Cummins, Inc.CMI
0.22%
Dominion Energy, Inc.D
0.22%
Fidelity National Information Services, Inc.FIS
0.22%
TE Connectivity PlcTEL
0.21%
NIKE, Inc.NKE
0.21%
Crown Castle, Inc.CCI
0.20%
Kenvue, Inc.KVUE
0.20%
Kimberly-Clark Corp.KMB
0.20%
Discover Financial ServicesDFS
0.20%
Cheniere Energy, Inc.LNG
0.20%
Prudential Financial, Inc.PRU
0.20%
AMETEK, Inc.AME
0.20%
Cencora, Inc.COR
0.20%
Republic Services, Inc.RSG
0.19%
PG&E Corp.PCG
0.19%
Ford Motor Co.F
0.19%
Public Service Enterprise Group, Inc.PEG
0.19%
Lennar Corp.LEN
0.19%
Motorola Solutions, Inc.MSI
0.19%
CBRE Group, Inc.CBRE
0.19%
Electronic Arts, Inc.EA
0.19%
Ferguson Enterprises, Inc.FERG
0.19%
Ingersoll Rand, Inc.IR
0.18%
Valero Energy Corp.VLO
0.18%
Corteva, Inc.CTVA
0.18%
Otis Worldwide Corp.OTIS
0.18%
Cognizant Technology Solutions Corp.CTSH
0.18%
Delta Air Lines, Inc.DAL
0.18%
Aon PlcAON
0.18%
Agilent Technologies, Inc.A
0.18%
Constellation Brands, Inc.STZ
0.17%
Exelon Corp.EXC
0.17%
Sysco Corp.SYY
0.17%
Microchip Technology, Inc.MCHP
0.17%
Dell Technologies, Inc.DELL
0.17%
IQVIA Holdings, Inc.IQV
0.17%
Colgate-Palmolive Co.CL
0.17%
Corning, Inc.GLW
0.17%
Xcel Energy, Inc.XEL
0.17%
Nucor Corp.NUE
0.17%
GE Healthcare Technologies, Inc.GEHC
0.17%
Nasdaq, Inc.NDAQ
0.16%
Charter Communications, Inc.CHTR
0.16%
Arch Capital Group Ltd.ACGL
0.16%
General Mills, Inc.GIS
0.16%
HP, Inc.HPQ
0.16%
Keurig Dr Pepper, Inc.KDP
0.16%
M&T Bank Corp.MTB
0.16%
Westinghouse Air Brake Technologies Corp.WAB
0.16%
Extra Space Storage, Inc.EXR
0.16%
The Hartford Financial Services Group, Inc.HIG
0.15%
Iron Mountain, Inc.IRM
0.15%
Consolidated Edison, Inc.ED
0.15%
Humana, Inc.HUM
0.15%
AvalonBay Communities, Inc.AVB
0.15%
Garmin Ltd.GRMN
0.15%
Dow, Inc.DOW
0.15%
Centene Corp.CNC
0.14%
VICI Properties, Inc.VICI
0.14%
Willis Towers Watson PlcWTW
0.14%
Occidental Petroleum Corp.OXY
0.14%
Entergy Corp.ETR
0.14%
Edison InternationalEIX
0.14%
Fifth Third BancorpFITB
0.14%
The Kroger Co.KR
0.14%
DuPont de Nemours, Inc.DD
0.14%
Rockwell Automation, Inc.ROK
0.14%
WEC Energy Group, Inc.WEC
0.14%
Schlumberger Ltd.SLB
0.14%
eBay, Inc.EBAY
0.14%
ON Semiconductor Corp.ON
0.13%
Xylem, Inc.XYL
0.13%
Raymond James Financial, Inc.RJF
0.13%
Cardinal Health, Inc.CAH
0.13%
PPG Industries, Inc.PPG
0.13%
United Airlines Holdings, Inc.UAL
0.13%
Global Payments, Inc.GPN
0.13%
Hewlett Packard Enterprise Co.HPE
0.13%
Keysight Technologies, Inc.KEYS
0.13%
Dover Corp.DOV
0.12%
PulteGroup, Inc.PHM
0.12%
State Street Corp.STT
0.12%
Ventas, Inc.VTR
0.12%
Equity ResidentialEQR
0.12%
Fortive Corp.FTV
0.12%
CDW Corp.CDW
0.12%
American Water Works Co., Inc.AWK
0.12%
T. Rowe Price Group, Inc.TROW
0.12%
The Kraft Heinz Co.KHC
0.12%
Huntington Bancshares, Inc.HBAN
0.11%
Synchrony FinancialSYF
0.11%
NetApp, Inc.NTAP
0.11%
Realty Income Corp.O
0.11%
Biogen, Inc.BIIB
0.11%
Archer-Daniels-Midland Co.ADM
0.11%
Royal Caribbean GroupRCL
0.11%
Devon Energy Corp.DVN
0.11%
Corpay, Inc.CPAY
0.11%
Ameren Corp.AEE
0.11%
Regions Financial Corp.RF
0.11%
International Flavors & Fragrances, Inc.IFF
0.10%
Cincinnati Financial Corp.CINF
0.10%
Western Digital Corp.WDC
0.10%
PPL Corp.PPL
0.10%
Weyerhaeuser Co.WY
0.10%
Carnival Corp.CCL
0.10%
Teledyne Technologies, Inc.TDY
0.10%
FirstEnergy Corp.FE
0.10%
KellanovaK
0.10%
LyondellBasell Industries NVLYB
0.10%
Zimmer Biomet Holdings, Inc.ZBH
0.10%
Eversource EnergyES
0.10%
Baker Hughes Co.BKR
0.10%
Packaging Corporation of AmericaPKG
0.10%
Cboe Global Markets, Inc.CBOE
0.09%
DTE Energy Co.DTE
0.09%
TransUnionTRU
0.09%
Warner Bros. Discovery, Inc.WBD
0.09%
Labcorp Holdings, Inc.LH
0.09%
The Clorox Co.CLX
0.09%
Zebra Technologies Corp.ZBRA
0.09%
Omnicom Group, Inc.OMC
0.09%
Markel Group, Inc.MKL
0.09%
Northern Trust Corp.NTRS
0.09%
CMS Energy Corp.CMS
0.09%
Darden Restaurants, Inc.DRI
0.09%
Principal Financial Group, Inc.PFG
0.09%
International Paper Co.IP
0.09%
Citizens Financial Group, Inc. (Rhode Island)CFG
0.09%
Alexandria Real Estate Equities, Inc.ARE
0.09%
Invitation Homes, Inc.INVH
0.09%
Essex Property Trust, Inc.ESS
0.09%
CenterPoint Energy, Inc.CNP
0.09%
McCormick & Co., Inc.MKC
0.09%
Molina Healthcare, Inc.MOH
0.09%
Zoom Video Communications, Inc.ZM
0.09%
Southwest Airlines Co.LUV
0.09%
Snap-On, Inc.SNA
0.08%
Martin Marietta Materials, Inc.MLM
0.08%
Mid-America Apartment Communities, Inc.MAA
0.08%
Hologic, Inc.HOLX
0.08%
Ball Corp.BALL
0.08%
Jacobs Solutions, Inc.J
0.08%
KeyCorpKEY
0.08%
Quest Diagnostics, Inc.DGX
0.08%
Masco Corp.MAS
0.08%
Trimble, Inc.TRMB
0.08%
Baxter International, Inc.BAX
0.08%
W.R. Berkley Corp.WRB
0.08%
Genuine Parts Co.GPC
0.08%
Best Buy Co., Inc.BBY
0.08%
Tyson Foods, Inc.TSN
0.08%
Dollar General Corp.DG
0.08%
Expeditors International of Washington, Inc.EXPD
0.08%
Textron, Inc.TXT
0.07%
Avery Dennison Corp.AVY
0.07%
Everest Group Ltd.EG
0.07%
Marathon Oil Corp.MRO
0.07%
Fidelity National Financial, Inc.FNF
0.07%
Loews Corp.L
0.07%
SS&C Technologies Holdings, Inc.SSNC
0.07%
Gen Digital Inc.GEN
0.07%
Tractor Supply Co.TSCO
0.07%
Viatris, Inc.VTRS
0.07%
CF Industries Holdings, Inc.CF
0.07%
Alliant Energy Corp.LNT
0.07%
Revvity, Inc.RVTY
0.07%
Carvana Co.CVNA
0.06%
Avantor, Inc.AVTR
0.06%
News Corp.NWSA
0.06%
Skyworks Solutions, Inc.SWKS
0.06%
Stanley Black & Decker, Inc.SWK
0.06%
Akamai Technologies, Inc.AKAM
0.06%
Conagra Brands, Inc.CAG
0.06%
Leidos Holdings, Inc.LDOS
0.06%
Dollar Tree, Inc.DLTR
0.06%
GoDaddy, Inc.GDDY
0.06%
Hubbell, Inc.HUBB
0.06%
W.P. Carey, Inc.WPC
0.06%
Veralto Corp.VLTO
0.05%
Brown-Forman Corp.BF.B
0.05%
Halliburton Co.HAL
0.05%
STERIS Plc (Ireland)STE
0.05%
Seagate Technology Holdings PlcSTX
0.05%
Steel Dynamics, Inc.STLD
0.05%
Fox Corp.FOXA
0.04%
Royalty Pharma PlcRPRX
0.04%
Hormel Foods Corp.HRL
0.04%
Celanese Corp.CE
0.04%
Interactive Brokers Group, Inc.IBKR
0.04%
Campbell Soup Co.CPB
0.04%
Coterra Energy, Inc.CTRA
0.04%
NiSource, Inc.NI
0.04%
Align Technology, Inc.ALGN
0.04%
Healthpeak Properties, Inc.DOC
0.04%
UDR, Inc.UDR
0.03%
Corebridge Financial, Inc.CRBG
0.03%
The Estée Lauder Companies, Inc.EL
0.03%
Evergy, Inc.EVRG
0.03%
Pool Corp.POOL
0.03%
Albemarle Corp.ALB
0.03%
Fox Corp.FOX
0.02%
MGM Resorts InternationalMGM
0.02%
Franklin Resources, Inc.BEN
0.01%
Walgreens Boots Alliance, Inc.WBA
0.01%
Avangrid, Inc.AGR
0.01%
Westlake Corp.WLK
0.01%
Rocket Cos., Inc.RKT
0.01%
Amentum Holdings, Inc.AMTM
0.01%
Brown-Forman Corp.BF.A
0.01%
News Corp.NWS
0.00%

Design your own stock index

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¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

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