Fiserv, Inc.(FI) - ETFs Holding

Last updated 2024-09-19

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLF	Financial Select Sector SPDR Fund	1.63%	12.1%	0.42	-42.9%
JEPI	JPMorgan Equity Premium Income ETF	0.85%	-	-	-
SCHG	Schwab U.S. Large-Cap Growth ETF	0.32%	19.6%	0.68	-34.6%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.24%	12.8%	0.5	-36.9%
RSP	Invesco S&P 500 Equal Weight ETF	0.22%	12.1%	0.45	-39%
ESGU	iShares ESG Aware MSCI USA ETF	0.22%	11.8%	0.44	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.22%	15.2%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.22%	15.3%	0.6	-33.9%
SPYG	SPDR Portfolio S&P 500 Growth ETF	0.21%	16.6%	0.6	-32.7%
SCHX	Schwab U.S. Large-Cap ETF	0.18%	15%	0.58	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.17%	14.5%	0.55	-35.3%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.13%	-	-	-
JPST	JPMorgan Ultra-Short Income ETF	0.04%	2.5%	-1.18	-3.3%
JPST	JPMorgan Ultra-Short Income ETF	0.02%	2.5%	-1.18	-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.