H&R Block, Inc.(HRB) - ETFs Holding

Last updated 2024-11-12

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
DVY	iShares Select Dividend ETF	0.85%	10%	0.33	-41.6%
COWZ	Pacer US Cash Cows 100 ETF	0.52%	17.1%	0.6	-38.6%
SCHD	Schwab U.S. Dividend Equity ETF	0.35%	13%	0.49	-33.4%
IJH	iShares Core S&P Mid-Cap ETF	0.29%	12.3%	0.41	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.28%	12.3%	0.41	-42.2%
VBR	Vanguard Small Cap Value Index Fund	0.26%	12.3%	0.4	-45.3%
SCHA	Schwab U.S. Small-Cap ETF	0.24%	10.6%	0.34	-42.4%
VB	Vanguard Small Cap Index Fund	0.15%	11.6%	0.38	-42%
VXF	Vanguard Extended Market Index Fund	0.12%	12.2%	0.4	-41.7%
IWR	iShares Russell Mid-Cap ETF	0.07%	11.9%	0.41	-40.6%
VYM	Vanguard High Dividend Yield Index Fund	0.05%	11.3%	0.42	-35.2%
IWP	iShares Russell Mid-Cap Growth ETF	0.05%	13.1%	0.44	-38.6%
DGRO	iShares Core Dividend Growth ETF	0.04%	12.3%	0.45	-35.1%
IWD	iShares Russell 1000 Value ETF	0.03%	10.5%	0.37	-38.5%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.03%	-	-	-
IUSG	iShares Core S&P U.S. Growth ETF	0.03%	17.7%	0.62	-32.3%
SCHB	Schwab U.S. Broad Market ETF	0.02%	15.5%	0.56	-35.2%
VTI	Vanguard Total Stock Market Index Fund	0.02%	15.4%	0.57	-35%
IWF	iShares Russell 1000 Growth ETF	0.01%	19.9%	0.68	-32.7%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	15.4%	0.57	-35%
IWB	iShares Russell 1000 ETF	0.01%	15.7%	0.58	-34.6%
VONG	Vanguard Russell 1000 Growth Index Fund	0.01%	20%	0.69	-32.7%
VT	Vanguard Total World Stock Index Fund	0.01%	11.5%	0.42	-34.2%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.01%	14.9%	0.55	-37.7%

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.