Essential Properties Realty Trust, Inc.(EPRT) - 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
IJR	iShares Core S&P Small-Cap ETF	0.42%	8.9%	0.28	-42.6%
VNQ	Vanguard Real Estate Index Fund	0.33%	4.3%	0.11	-42.4%
VBK	Vanguard Small Cap Growth Index Fund	0.23%	8%	0.26	-38.7%
IWM	iShares Russell 2000 ETF	0.21%	8.2%	0.26	-41.1%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.14%	1%	-0.41	-20.5%
SCHA	Schwab U.S. Small-Cap ETF	0.14%	9.5%	0.32	-42.4%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.12%	0.1%	-0.63	-18.9%
VB	Vanguard Small Cap Index Fund	0.1%	9.9%	0.32	-42%
VXF	Vanguard Extended Market Index Fund	0.08%	10.3%	0.33	-41.7%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.3%	0.52	-35%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.3%	0.52	-35.2%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.3%	0.52	-35%
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.