Essential Properties Realty Trust, Inc.(EPRT) - ETFs Holding

Last updated 2024-11-10

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
SPSM	SPDR Portfolio S&P 600 Small Cap ETF	0.42%	10.3%	0.33	-42.9%
IJR	iShares Core S&P Small-Cap ETF	0.39%	10.6%	0.34	-42.6%
VNQ	Vanguard Real Estate Index Fund	0.32%	4.6%	0.13	-42.4%
VBK	Vanguard Small Cap Growth Index Fund	0.21%	9.1%	0.29	-38.7%
IWM	iShares Russell 2000 ETF	0.21%	9.3%	0.3	-41.1%
VTWO	Vanguard Russell 2000 Index Fund	0.21%	9.5%	0.3	-41.2%
SCHA	Schwab U.S. Small-Cap ETF	0.16%	9.7%	0.31	-42.4%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.14%	0.9%	-0.42	-20.5%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.12%	-	-0.65	-18.9%
VB	Vanguard Small Cap Index Fund	0.09%	10.9%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.08%	11.5%	0.37	-41.7%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.9%	0.54	-35%
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%

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.