Elevance Health Inc.(ELV) - ETFs Holding

Last updated 2024-11-22

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLV	Health Care Select Sector SPDR Fund	1.7%	8.1%	0.26	-28.4%
RDVY	First Trust Rising Dividend Achievers ETF	1.38%	14.9%	0.5	-40.6%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.48%	14.5%	0.53	-37.7%
SCHG	Schwab U.S. Large-Cap Growth ETF	0.43%	20.3%	0.67	-34.6%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.41%	10.7%	0.37	-36.9%
ESGU	iShares ESG Aware MSCI USA ETF	0.39%	11.8%	0.44	-33.9%
JEPI	JPMorgan Equity Premium Income ETF	0.33%	-	-	-
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	0.31%	14.3%	0.56	-32%
JPST	JPMorgan Ultra-Short Income ETF	0.3%	2.6%	-1.75	-3.3%
SCHX	Schwab U.S. Large-Cap ETF	0.23%	14.7%	0.53	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.22%	14.2%	0.5	-35.3%
RSP	Invesco S&P 500 Equal Weight ETF	0.2%	10.8%	0.36	-39%
SPY	SPDR S&P 500 ETF Trust	0.17%	14.8%	0.54	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.17%	14.9%	0.54	-33.9%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.11%	-	-	-
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.09%	15%	0.56	-33.7%
JPST	JPMorgan Ultra-Short Income ETF	0.05%	2.6%	-1.75	-3.3%
JPST	JPMorgan Ultra-Short Income ETF	0.03%	2.6%	-1.75	-3.3%
JPST	JPMorgan Ultra-Short Income ETF	0.02%	2.6%	-1.75	-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.