SmarterDividends

BRKW vs PLTW: Yield, Cost and Returns Compared

As of Nov 9, 2026, PLTW yields more: 78.62% (dividend yield) against 16.35% for BRKW. PLTW is cheaper to own at 0.99% a year vs 1.00%. Over the same months (Jun 2025 to Oct 2026), PLTW returned 19.1% a year with distributions reinvested, and BRKW 6.6%.

ComparedBRKWPLTW
YieldDividend yield16.35%78.62%
Expense ratio1.00%0.99%
Total return, 1 yr+12.1%−17.8%
Worst drop since Jun 2025-10.9%-50.8%
Share price since Jun 2025−17%−46%
PaysWeeklyWeekly
IssuerRoundhillRoundhill
Assets$15.2M$124.6M
Started20252025
TypeTrading--MiscellaneousTrading--Miscellaneous

Higher yield

PLTW

78.62%

Lower cost

PLTW

0.99%

Better total return

PLTW

19.1%/yr

Smaller worst drop

BRKW

-10.9%

Key facts: BRKW vs PLTW

Data as of · Source: SmarterDividends data

  • As of Nov 9, 2026, BRKW yields 16.35% (dividend yield) and PLTW yields 78.62% (dividend yield).
  • BRKW's expense ratio is 1.00% and PLTW's is 0.99%: $100 vs $99 a year on $10,000.
  • From Jun 2025 to Oct 2026, $10,000 in BRKW grew to $10,891 (6.6% a year) and $10,000 in PLTW to $12,629 (19.1% a year), distributions reinvested.
  • Their worst month-end drops over that time: -10.9% for BRKW and -50.8% for PLTW.
  • 1 of BRKW's top ten holdings are also in PLTW's top ten, an overlap of at least 11% of the fund.
Cite this page

SmarterDividends, "BRKW vs PLTW: Yield, Cost and Returns Compared," updated Nov 9, 2026, https://smarterdividends.com/compare/brkw-vs-pltw

$10,000 in each, Jun 2025 to Oct 2026

Distributions reinvested, month-end values, with the S&P 500 for reference.

BRKW became

$10,891

6.6% a year

PLTW became

$12,629

19.1% a year

Try other dates, monthly additions or more tickers →

Top holdings

1 of the top ten overlap, at least 11% of each fund.

BRKW

  1. FGXXX First American Government Obligs X15.9%
  2. BRK-B Berkshire Hathaway Inc Class B1.3%

PLTW

  1. FGXXX First American Government Obligs X10.7%
  2. PLTR Palantir Technologies Inc Ordinary Shares - Class A4.1%

BRKW vs PLTW: questions

Is BRKW or PLTW better?

It depends on the job. PLTW pays more today (78.62% vs 16.35%), PLTW costs less, and PLTW has the better total return over Jun 2025 to Oct 2026, with BRKW holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.

Which pays a higher dividend, BRKW or PLTW?

PLTW, at 78.62% against 16.35% for BRKW as of Nov 9, 2026. On $10,000 that's about $7,862 vs $1,635 a year at today's rates.

Which has the better total return?

PLTW. From Jun 2025 to Oct 2026, it returned 19.1% a year with distributions reinvested, against 6.6% for BRKW. $10,000 became $12,629 vs $10,891.

Which is cheaper, BRKW or PLTW?

PLTW, with a 0.99% expense ratio against 1.00%.

Do BRKW and PLTW hold the same things?

Partly. 1 of their top ten holdings match (FGXXX), at least 11% of each fund. Owning both doubles up on those.

Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. BRKW leads on 3 of 5 measures above. For information only, not investment advice. Last fund data: Nov 9, 2026.