Agree Realty Corporation(ADC) - ETFs Holding

Last updated 2024-11-05

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
VNQ	Vanguard Real Estate Index Fund	0.42%	4.3%	0.11	-42.4%
IJH	iShares Core S&P Mid-Cap ETF	0.26%	11%	0.36	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.26%	10.8%	0.35	-42.2%
VBR	Vanguard Small Cap Value Index Fund	0.22%	10.6%	0.34	-45.3%
SCHA	Schwab U.S. Small-Cap ETF	0.18%	9.5%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.12%	9.9%	0.32	-42%
VXF	Vanguard Extended Market Index Fund	0.11%	10.3%	0.33	-41.7%
IWR	iShares Russell Mid-Cap ETF	0.06%	10.6%	0.35	-40.6%
IWD	iShares Russell 1000 Value ETF	0.03%	9.5%	0.32	-38.5%
IUSV	iShares Core S&P U.S. Value ETF	0.03%	11.7%	0.42	-37.5%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.3%	0.52	-35%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.3%	0.52	-35.2%
IWB	iShares Russell 1000 ETF	0.01%	14.6%	0.53	-34.6%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.3%	0.52	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	10.8%	0.38	-34.2%

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.