Equity LifeStyle Properties, Inc.(ELS) - ETFs Holding

Last updated 2025-01-03

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
VNQ	Vanguard Real Estate Index Fund	0.69%	2.9%	0.06	-42.4%
IJH	iShares Core S&P Mid-Cap ETF	0.43%	10.3%	0.33	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.42%	10.1%	0.32	-42.2%
VBK	Vanguard Small Cap Growth Index Fund	0.41%	7.6%	0.23	-38.7%
SCHM	Schwab U.S. Mid-Cap ETF	0.31%	9.9%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.18%	9.3%	0.29	-42%
VXF	Vanguard Extended Market Index Fund	0.17%	9.9%	0.31	-41.7%
IWR	iShares Russell Mid-Cap ETF	0.11%	9.7%	0.31	-40.6%
SCHV	Schwab U.S. Large-Cap Value ETF	0.06%	9.9%	0.34	-37.1%
IWD	iShares Russell 1000 Value ETF	0.05%	8.5%	0.27	-38.5%
VONV	Vanguard Russell 1000 Value Index Fund	0.05%	10.4%	0.36	-38.2%
JEPI	JPMorgan Equity Premium Income ETF	0.04%	-	-	-
SCHX	Schwab U.S. Large-Cap ETF	0.03%	14.2%	0.51	-34.3%
IWB	iShares Russell 1000 ETF	0.02%	14%	0.5	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.02%	13.7%	0.48	-35.3%
IUSV	iShares Core S&P U.S. Value ETF	0.02%	12.3%	0.46	-37.5%
VTI	Vanguard Total Stock Market Index Fund	0.02%	13.7%	0.48	-35%
IUSG	iShares Core S&P U.S. Growth ETF	0.02%	16.4%	0.56	-32.4%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	13.7%	0.48	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	9.8%	0.33	-34.2%
ACWI	iShares MSCI ACWI ETF	0.01%	11.5%	0.42	-33.5%

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.