Dominion Energy, Inc.(D) - ETFs Holding

Last updated 2024-11-05

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLU	Utilities Select Sector SPDR Fund	4.11%	7.6%	0.23	-36.1%
DVY	iShares Select Dividend ETF	1.78%	9.2%	0.3	-41.6%
HDV	iShares Core High Dividend ETF	0.9%	6.8%	0.23	-37%
VO	Vanguard Mid Cap Index Fund	0.29%	10.7%	0.36	-39.4%
VYM	Vanguard High Dividend Yield Index Fund	0.27%	10.4%	0.37	-35.2%
USMV	iShares MSCI USA Min Vol Factor ETF	0.24%	9.1%	0.32	-33.1%
IVE	iShares S&P 500 Value ETF	0.24%	11.6%	0.42	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.23%	11.8%	0.43	-36.9%
IUSV	iShares Core S&P U.S. Value ETF	0.22%	11.7%	0.42	-37.5%
VTV	Vanguard Value Index Fund	0.22%	11.1%	0.4	-36.8%
IWD	iShares Russell 1000 Value ETF	0.2%	9.5%	0.32	-38.5%
RSP	Invesco S&P 500 Equal Weight ETF	0.2%	11.6%	0.4	-39%
JEPI	JPMorgan Equity Premium Income ETF	0.18%	-	-	-
IVV	iShares Core S&P 500 ETF	0.1%	15%	0.55	-33.9%
VV	Vanguard Large Cap Index Fund	0.1%	15%	0.55	-34.3%
SPY	SPDR S&P 500 ETF Trust	0.1%	14.9%	0.55	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.1%	15.1%	0.56	-33.9%
VOO	Vanguard 500 Index Fund	0.1%	15%	0.55	-34%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.09%	14.3%	0.52	-35%
IWB	iShares Russell 1000 ETF	0.09%	14.6%	0.53	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.09%	14.3%	0.52	-35.2%
SCHX	Schwab U.S. Large-Cap ETF	0.09%	14.8%	0.54	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.09%	14.3%	0.52	-35%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.07%	-	-	-
VT	Vanguard Total World Stock Index Fund	0.06%	10.8%	0.38	-34.2%
JPST	JPMorgan Ultra-Short Income ETF	0.01%	2.6%	-1.65	-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.