Morningstar, Inc.(MORN) - 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
VBK	Vanguard Small Cap Growth Index Fund	0.34%	9.3%	0.3	-38.7%
IJH	iShares Core S&P Mid-Cap ETF	0.3%	12.2%	0.4	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.3%	12%	0.39	-42.2%
VB	Vanguard Small Cap Index Fund	0.15%	11.1%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.12%	11.7%	0.38	-41.7%
IWR	iShares Russell Mid-Cap ETF	0.07%	11.5%	0.39	-40.6%
VIG	Vanguard Dividend Appreciation Index Fund	0.05%	13%	0.5	-31.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.05%	-	-	-
IWF	iShares Russell 1000 Growth ETF	0.03%	19.9%	0.68	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.03%	20%	0.69	-32.7%
IUSG	iShares Core S&P U.S. Growth ETF	0.03%	17.8%	0.62	-32.3%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	15.3%	0.56	-35%
SCHX	Schwab U.S. Large-Cap ETF	0.02%	15.8%	0.58	-34.3%
IWB	iShares Russell 1000 ETF	0.02%	15.6%	0.57	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.02%	15.3%	0.56	-35.2%
VTI	Vanguard Total Stock Market Index Fund	0.02%	15.3%	0.56	-35%
DGRO	iShares Core Dividend Growth ETF	0.01%	12.1%	0.44	-35.1%
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.