Avangrid, Inc.(AGR) - ETFs Holding

Last updated 2024-11-22

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
VOE	Vanguard Mid-Cap Value Index Fund	0.06%	10.8%	0.36	-43.2%
SCHM	Schwab U.S. Mid-Cap ETF	0.06%	9.9%	0.32	-42.4%
VO	Vanguard Mid Cap Index Fund	0.03%	11.6%	0.4	-39.4%
VXF	Vanguard Extended Market Index Fund	0.03%	11.5%	0.37	-41.7%
IWR	iShares Russell Mid-Cap ETF	0.02%	11.2%	0.38	-40.6%
VTV	Vanguard Value Index Fund	0.01%	11.6%	0.42	-36.8%
BND	Vanguard Total Bond Market Index Fund	0.01%	-0.3%	-0.67	-18.6%
IWD	iShares Russell 1000 Value ETF	0.01%	10.1%	0.35	-38.5%
VYM	Vanguard High Dividend Yield Index Fund	0.01%	11.1%	0.4	-35.2%
SCHX	Schwab U.S. Large-Cap ETF	0.01%	15.4%	0.56	-34.3%
IWB	iShares Russell 1000 ETF	0.01%	15.2%	0.56	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.9%	0.54	-35.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.01%	-	-	-
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.9%	0.54	-35%
VV	Vanguard Large Cap Index Fund	0.01%	15.5%	0.57	-34.3%
IEFA	iShares Core MSCI EAFE ETF	0.01%	5.9%	0.16	-34.5%
IXUS	iShares Core MSCI Total International Stock ETF	0.01%	5.2%	0.12	-35.3%
SCHV	Schwab U.S. Large-Cap Value ETF	0.01%	9.9%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.01%	10.4%	0.36	-38.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0%	14.9%	0.54	-35%
VT	Vanguard Total World Stock Index Fund	0%	11%	0.39	-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.