DaVita Inc.(DVA) - 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
VBR	Vanguard Small Cap Value Index Fund	0.2%	10.6%	0.34	-45.3%
RSP	Invesco S&P 500 Equal Weight ETF	0.17%	11.6%	0.4	-39%
VHT	Vanguard Health Care Index Fund	0.12%	12.7%	0.51	-28.8%
XLV	Health Care Select Sector SPDR Fund	0.12%	11.2%	0.42	-28.4%
VB	Vanguard Small Cap Index Fund	0.11%	9.9%	0.32	-42%
ESGU	iShares ESG Aware MSCI USA ETF	0.1%	11.8%	0.44	-33.9%
IWR	iShares Russell Mid-Cap ETF	0.06%	10.6%	0.35	-40.6%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.06%	-	-	-
IWF	iShares Russell 1000 Growth ETF	0.03%	18.7%	0.64	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.03%	18.8%	0.65	-32.7%
VOO	Vanguard 500 Index Fund	0.02%	15%	0.55	-34%
IVV	iShares Core S&P 500 ETF	0.01%	15%	0.55	-33.9%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.3%	0.52	-35%
SCHX	Schwab U.S. Large-Cap ETF	0.01%	14.8%	0.54	-34.3%
IWB	iShares Russell 1000 ETF	0.01%	14.6%	0.53	-34.6%
IVE	iShares S&P 500 Value ETF	0.01%	11.6%	0.42	-37%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.3%	0.52	-35.2%
IUSV	iShares Core S&P U.S. Value ETF	0.01%	11.7%	0.42	-37.5%
SPY	SPDR S&P 500 ETF Trust	0.01%	14.9%	0.55	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.01%	15.1%	0.56	-33.9%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.01%	11.8%	0.43	-36.9%
IVW	iShares S&P 500 Growth ETF	0.01%	16.8%	0.58	-32.7%
SPYG	SPDR Portfolio S&P 500 Growth ETF	0.01%	16.9%	0.58	-32.7%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.3%	0.52	-35%
IUSG	iShares Core S&P U.S. Growth ETF	0.01%	16.6%	0.57	-32.3%
VT	Vanguard Total World Stock Index Fund	0.01%	10.8%	0.38	-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.