Equity Residential(EQR) - ETFs Holding

Last updated 2024-11-08

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	1.41%	4.6%	0.12	-42.4%
VOE	Vanguard Mid-Cap Value Index Fund	0.6%	8.6%	0.29	-43.2%
IWS	iShares Russell Mid-Cap Value ETF	0.37%	7.6%	0.26	-43.8%
VO	Vanguard Mid Cap Index Fund	0.32%	11.7%	0.4	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.22%	11.5%	0.39	-40.6%
QUAL	iShares MSCI USA Quality Factor ETF	0.17%	15.5%	0.57	-34.1%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.13%	1.2%	-0.39	-20.5%
VTV	Vanguard Value Index Fund	0.12%	11.8%	0.43	-36.8%
IVE	iShares S&P 500 Value ETF	0.11%	12.2%	0.44	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.11%	12.4%	0.45	-36.9%
IWD	iShares Russell 1000 Value ETF	0.1%	10.3%	0.35	-38.5%
IUSV	iShares Core S&P U.S. Value ETF	0.1%	12.3%	0.45	-37.5%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.08%	0.3%	-0.61	-18.9%
VV	Vanguard Large Cap Index Fund	0.06%	15.9%	0.58	-34.3%
IVV	iShares Core S&P 500 ETF	0.05%	15.9%	0.59	-33.9%
IWB	iShares Russell 1000 ETF	0.05%	15.6%	0.57	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.05%	15.3%	0.56	-35.2%
SPY	SPDR S&P 500 ETF Trust	0.05%	15.9%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.05%	16%	0.59	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.05%	15.8%	0.58	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.05%	15.3%	0.56	-35%
VOO	Vanguard 500 Index Fund	0.05%	15.9%	0.59	-34%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.04%	15.3%	0.56	-35%
VT	Vanguard Total World Stock Index Fund	0.03%	11.6%	0.42	-34.2%
ACWI	iShares MSCI ACWI ETF	0.03%	11.6%	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.