Applied Industrial Technologies, Inc.(AIT) - 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
IWM	iShares Russell 2000 ETF	0.35%	7.3%	0.22	-41.1%
VTWO	Vanguard Russell 2000 Index Fund	0.34%	9.3%	0.3	-41.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.33%	10.1%	0.32	-42.2%
IJH	iShares Core S&P Mid-Cap ETF	0.32%	10.3%	0.33	-42.2%
VBR	Vanguard Small Cap Value Index Fund	0.29%	10%	0.31	-45.3%
SCHA	Schwab U.S. Small-Cap ETF	0.23%	10%	0.33	-42.4%
SCHM	Schwab U.S. Mid-Cap ETF	0.19%	9.9%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.16%	9.4%	0.3	-42%
VXF	Vanguard Extended Market Index Fund	0.13%	10.2%	0.32	-41.7%
VIG	Vanguard Dividend Appreciation Index Fund	0.05%	11.7%	0.43	-31.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.05%	-	-	-
IUSG	iShares Core S&P U.S. Growth ETF	0.03%	17%	0.58	-32.4%
DGRO	iShares Core Dividend Growth ETF	0.02%	10.5%	0.36	-35.1%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.1%	0.5	-35%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	0.02%	14.3%	0.56	-32%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.1%	0.5	-35%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.1%	0.5	-35.3%
VT	Vanguard Total World Stock Index Fund	0.01%	10.1%	0.35	-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.