Federal Realty Investment Trust(FRT) - 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
SDY	SPDR S&P Dividend ETF	0.49%	8.9%	0.29	-36.7%
VNQ	Vanguard Real Estate Index Fund	0.48%	4.6%	0.12	-42.4%
VBR	Vanguard Small Cap Value Index Fund	0.28%	11.8%	0.38	-45.3%
VB	Vanguard Small Cap Index Fund	0.16%	11.1%	0.36	-42%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.15%	0.3%	-0.61	-18.9%
IWS	iShares Russell Mid-Cap Value ETF	0.14%	7.6%	0.26	-43.8%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.13%	1.2%	-0.39	-20.5%
IWR	iShares Russell Mid-Cap ETF	0.08%	11.5%	0.39	-40.6%
PFF	iShares Preferred and Income Securities ETF	0.07%	1.2%	-0.09	-34.1%
IWD	iShares Russell 1000 Value ETF	0.04%	10.3%	0.35	-38.5%
IVE	iShares S&P 500 Value ETF	0.04%	12.2%	0.44	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.04%	12.3%	0.45	-37.5%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	12.4%	0.45	-36.9%
IVV	iShares Core S&P 500 ETF	0.02%	15.9%	0.59	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.02%	15.8%	0.58	-34.3%
IWB	iShares Russell 1000 ETF	0.02%	15.6%	0.57	-34.6%
SPY	SPDR S&P 500 ETF Trust	0.02%	15.9%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.02%	16%	0.59	-33.9%
VOO	Vanguard 500 Index Fund	0.02%	15.9%	0.59	-34%
VTI	Vanguard Total Stock Market Index Fund	0.02%	15.3%	0.56	-35%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	15.3%	0.56	-35%
SCHB	Schwab U.S. Broad Market ETF	0.01%	15.3%	0.56	-35.2%
VT	Vanguard Total World Stock Index Fund	0.01%	11.6%	0.42	-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.