Ares Management Corporation(ARES) - ETFs Holding

Last updated 2024-12-22

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
IWP	iShares Russell Mid-Cap Growth ETF	0.98%	12.3%	0.4	-38.6%
VOT	Vanguard Mid-Cap Growth Index Fund	0.75%	11.1%	0.36	-37.2%
VFH	Vanguard Financials Index Fund	0.42%	13%	0.42	-44.4%
VXF	Vanguard Extended Market Index Fund	0.41%	10.2%	0.32	-41.7%
VO	Vanguard Mid Cap Index Fund	0.35%	10.2%	0.33	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.27%	10%	0.33	-40.6%
DGRO	iShares Core Dividend Growth ETF	0.2%	10.5%	0.36	-35.1%
VYM	Vanguard High Dividend Yield Index Fund	0.18%	9.7%	0.33	-35.2%
VUG	Vanguard Growth Index Fund	0.13%	18.9%	0.63	-35.6%
SCHV	Schwab U.S. Large-Cap Value ETF	0.12%	9.9%	0.34	-37.1%
VONG	Vanguard Russell 1000 Growth Index Fund	0.11%	19.3%	0.66	-32.7%
IWF	iShares Russell 1000 Growth ETF	0.1%	19.2%	0.65	-32.7%
JPST	JPMorgan Ultra-Short Income ETF	0.08%	2.6%	-1.75	-3.3%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.08%	15%	0.56	-33.7%
IWB	iShares Russell 1000 ETF	0.06%	14.4%	0.52	-34.6%
VV	Vanguard Large Cap Index Fund	0.06%	14.8%	0.53	-34.3%
SCHX	Schwab U.S. Large-Cap ETF	0.06%	14.6%	0.53	-34.3%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.06%	14.1%	0.5	-35%
SCHB	Schwab U.S. Broad Market ETF	0.05%	14.1%	0.5	-35.3%
VTI	Vanguard Total Stock Market Index Fund	0.05%	14.1%	0.5	-35%
VT	Vanguard Total World Stock Index Fund	0.04%	10.1%	0.35	-34.2%
ACWI	iShares MSCI ACWI ETF	0.04%	11.5%	0.42	-33.5%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.03%	-	-	-

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.