HealthEquity, Inc.(HQY) - 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
IWM	iShares Russell 2000 ETF	0.29%	9.7%	0.31	-41.1%
IJH	iShares Core S&P Mid-Cap ETF	0.28%	12.2%	0.4	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.28%	12%	0.39	-42.2%
VBK	Vanguard Small Cap Growth Index Fund	0.27%	9.3%	0.3	-38.7%
SCHA	Schwab U.S. Small-Cap ETF	0.21%	9.5%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.12%	11.1%	0.36	-42%
VHT	Vanguard Health Care Index Fund	0.11%	12.7%	0.51	-28.8%
VXF	Vanguard Extended Market Index Fund	0.1%	11.7%	0.38	-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%	0.45	-37.5%
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%
VTI	Vanguard Total Stock Market Index Fund	0.01%	15.3%	0.56	-35%
IUSG	iShares Core S&P U.S. Growth ETF	0.01%	17.8%	0.62	-32.3%
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.