HealthEquity, Inc.(HQY) - ETFs Holding

Last updated 2024-12-21

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
VBK	Vanguard Small Cap Growth Index Fund	0.3%	7.9%	0.24	-38.7%
IWM	iShares Russell 2000 ETF	0.3%	7.3%	0.22	-41.1%
IJH	iShares Core S&P Mid-Cap ETF	0.28%	10.3%	0.33	-42.2%
VTWO	Vanguard Russell 2000 Index Fund	0.28%	9.3%	0.3	-41.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.27%	10.1%	0.32	-42.2%
SCHA	Schwab U.S. Small-Cap ETF	0.18%	10%	0.33	-42.4%
SCHM	Schwab U.S. Mid-Cap ETF	0.16%	9.9%	0.32	-42.4%
VHT	Vanguard Health Care Index Fund	0.14%	7.1%	0.21	-28.8%
VB	Vanguard Small Cap Index Fund	0.13%	9.4%	0.3	-42%
VXF	Vanguard Extended Market Index Fund	0.11%	10.2%	0.32	-41.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.04%	-	-	-
IUSV	iShares Core S&P U.S. Value ETF	0.02%	12.3%	0.46	-37.5%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.1%	0.5	-35.3%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.1%	0.5	-35%
IUSG	iShares Core S&P U.S. Growth ETF	0.01%	17%	0.58	-32.4%
VT	Vanguard Total World Stock Index Fund	0.01%	10%	0.34	-34.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.1%	0.5	-35%

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.