Ares Management Corporation(ARES) - ETFs Holding

Last updated 2024-11-04

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
VXF	Vanguard Extended Market Index Fund	0.59%	10.2%	0.33	-41.7%
VO	Vanguard Mid Cap Index Fund	0.33%	10.7%	0.36	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.25%	10.5%	0.35	-40.6%
DGRO	iShares Core Dividend Growth ETF	0.18%	11.6%	0.43	-35.1%
VYM	Vanguard High Dividend Yield Index Fund	0.16%	10.5%	0.38	-35.2%
VUG	Vanguard Growth Index Fund	0.12%	18.4%	0.62	-35.6%
IWF	iShares Russell 1000 Growth ETF	0.11%	18.8%	0.65	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.1%	18.9%	0.65	-32.7%
JPST	JPMorgan Ultra-Short Income ETF	0.09%	2.6%	-1.57	-3.3%
IWB	iShares Russell 1000 ETF	0.06%	14.7%	0.54	-34.6%
VV	Vanguard Large Cap Index Fund	0.06%	15%	0.55	-34.3%
SCHX	Schwab U.S. Large-Cap ETF	0.06%	14.9%	0.55	-34.3%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.05%	14.3%	0.52	-35%
SCHB	Schwab U.S. Broad Market ETF	0.05%	14.4%	0.52	-35.2%
VTI	Vanguard Total Stock Market Index Fund	0.05%	14.4%	0.52	-35%
ACWI	iShares MSCI ACWI ETF	0.04%	10.9%	0.39	-33.5%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.03%	-	-	-
JPST	JPMorgan Ultra-Short Income ETF	0.01%	2.6%	-1.57	-3.3%

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.