Jackson Financial Inc.(JXN) - ETFs Holding

Last updated 2024-11-21

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
RDVY	First Trust Rising Dividend Achievers ETF	2.09%	14.8%	0.5	-40.6%
AVUV	Avantis U.S. Small Cap Value ETF	0.82%	16.2%	0.5	-49.4%
SPSM	SPDR Portfolio S&P 600 Small Cap ETF	0.53%	10.3%	0.33	-42.9%
VTWO	Vanguard Russell 2000 Index Fund	0.29%	9.5%	0.3	-41.2%
JPST	JPMorgan Ultra-Short Income ETF	0.26%	2.7%	-1.61	-3.3%
IWM	iShares Russell 2000 ETF	0.23%	9.3%	0.3	-41.1%
VBR	Vanguard Small Cap Value Index Fund	0.22%	11.7%	0.38	-45.3%
SCHA	Schwab U.S. Small-Cap ETF	0.18%	9.7%	0.31	-42.4%
JPST	JPMorgan Ultra-Short Income ETF	0.17%	2.7%	-1.61	-3.3%
SCHM	Schwab U.S. Mid-Cap ETF	0.15%	9.8%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.12%	10.9%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.1%	11.5%	0.37	-41.7%
VFH	Vanguard Financials Index Fund	0.1%	12.9%	0.42	-44.4%
VYM	Vanguard High Dividend Yield Index Fund	0.04%	10.9%	0.4	-35.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.04%	-	-	-
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.04%	14.5%	0.53	-37.7%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.9%	0.54	-35%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.9%	0.54	-35.2%
JPST	JPMorgan Ultra-Short Income ETF	0.01%	2.7%	-1.61	-3.3%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.9%	0.54	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	11.1%	0.4	-34.2%
IJR	iShares Core S&P Small-Cap ETF	0%	10.6%	0.34	-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.