Popular, Inc.(BPOP) - ETFs Holding

Last updated 2024-11-21

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
AVUV	Avantis U.S. Small Cap Value ETF	0.21%	16.2%	0.5	-49.4%
VBR	Vanguard Small Cap Value Index Fund	0.19%	11.7%	0.38	-45.3%
SCHA	Schwab U.S. Small-Cap ETF	0.19%	9.7%	0.31	-42.4%
SCHM	Schwab U.S. Mid-Cap ETF	0.16%	9.8%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.11%	10.9%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.09%	11.5%	0.37	-41.7%
VFH	Vanguard Financials Index Fund	0.09%	12.9%	0.42	-44.4%
IWR	iShares Russell Mid-Cap ETF	0.06%	11.2%	0.38	-40.6%
VYM	Vanguard High Dividend Yield Index Fund	0.04%	10.9%	0.4	-35.2%
DGRO	iShares Core Dividend Growth ETF	0.04%	12.3%	0.45	-35.1%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.04%	-	-	-
IWD	iShares Russell 1000 Value ETF	0.03%	10.1%	0.35	-38.5%
IWP	iShares Russell Mid-Cap Growth ETF	0.02%	12.3%	0.4	-38.6%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.02%	14.5%	0.53	-37.7%
VONV	Vanguard Russell 1000 Value Index Fund	0.02%	10.3%	0.36	-38.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.9%	0.54	-35%
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%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.9%	0.54	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	11.1%	0.4	-34.2%
IWF	iShares Russell 1000 Growth ETF	0%	19.4%	0.66	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0%	19.4%	0.67	-32.7%

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.