Jackson Financial Inc.(JXN) - 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
JPST	JPMorgan Ultra-Short Income ETF	0.28%	2.7%	-1.66	-3.3%
IWM	iShares Russell 2000 ETF	0.25%	9.7%	0.31	-41.1%
VBR	Vanguard Small Cap Value Index Fund	0.2%	11.8%	0.38	-45.3%
JPST	JPMorgan Ultra-Short Income ETF	0.18%	2.7%	-1.66	-3.3%
SCHA	Schwab U.S. Small-Cap ETF	0.14%	9.5%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.11%	11.1%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.09%	11.7%	0.38	-41.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.05%	-	-	-
VYM	Vanguard High Dividend Yield Index Fund	0.04%	11.1%	0.4	-35.2%
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%
JPST	JPMorgan Ultra-Short Income ETF	0.01%	2.7%	-1.66	-3.3%
VTI	Vanguard Total Stock Market Index Fund	0.01%	15.3%	0.56	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	11.6%	0.42	-34.2%
IJR	iShares Core S&P Small-Cap ETF	0%	10.4%	0.33	-42.6%

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.