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

Last updated 2024-12-22

ETF List

ETFs Holding H&R Block, Inc.(HRB). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
DVY	iShares Select Dividend ETF	0.75%	8.5%	0.27	-41.6%
COWZ	Pacer US Cash Cows 100 ETF	0.59%	15%	0.52	-38.6%
SCHD	Schwab U.S. Dividend Equity ETF	0.35%	11%	0.39	-33.4%
IJH	iShares Core S&P Mid-Cap ETF	0.26%	10.3%	0.33	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.25%	10.1%	0.32	-42.2%
SCHA	Schwab U.S. Small-Cap ETF	0.24%	10%	0.33	-42.4%
VBR	Vanguard Small Cap Value Index Fund	0.23%	10%	0.31	-45.3%
SCHM	Schwab U.S. Mid-Cap ETF	0.2%	9.9%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.12%	9.4%	0.3	-42%
VXF	Vanguard Extended Market Index Fund	0.1%	10.2%	0.32	-41.7%
IWR	iShares Russell Mid-Cap ETF	0.06%	10%	0.33	-40.6%
IWP	iShares Russell Mid-Cap Growth ETF	0.05%	12.3%	0.4	-38.6%
VYM	Vanguard High Dividend Yield Index Fund	0.04%	9.7%	0.33	-35.2%
DGRO	iShares Core Dividend Growth ETF	0.04%	10.5%	0.36	-35.1%
IWD	iShares Russell 1000 Value ETF	0.03%	8.6%	0.28	-38.5%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.03%	-	-	-
IUSG	iShares Core S&P U.S. Growth ETF	0.03%	17%	0.58	-32.4%
VONV	Vanguard Russell 1000 Value Index Fund	0.03%	10.4%	0.36	-38.2%
SCHB	Schwab U.S. Broad Market ETF	0.02%	14.1%	0.5	-35.3%
IWF	iShares Russell 1000 Growth ETF	0.01%	19.2%	0.65	-32.7%
IWB	iShares Russell 1000 ETF	0.01%	14.4%	0.52	-34.6%
VONG	Vanguard Russell 1000 Growth Index Fund	0.01%	19.3%	0.66	-32.7%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.1%	0.5	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	10.1%	0.35	-34.2%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.01%	14.5%	0.53	-37.7%
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.

H&R Block, Inc. (HRB)

ETF List

ETFs Holding H&R Block, Inc.(HRB). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.