Morningstar, Inc.(MORN) - ETFs Holding

Last updated 2024-12-22

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%	7.9%	0.24	-38.7%
IJH	iShares Core S&P Mid-Cap ETF	0.31%	10.3%	0.33	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.31%	10.1%	0.32	-42.2%
IWP	iShares Russell Mid-Cap Growth ETF	0.29%	12.3%	0.4	-38.6%
SCHM	Schwab U.S. Mid-Cap ETF	0.2%	9.9%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.15%	9.4%	0.3	-42%
VXF	Vanguard Extended Market Index Fund	0.12%	10.2%	0.32	-41.7%
VFH	Vanguard Financials Index Fund	0.12%	13%	0.42	-44.4%
IWR	iShares Russell Mid-Cap ETF	0.08%	10%	0.33	-40.6%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.06%	-	-	-
VIG	Vanguard Dividend Appreciation Index Fund	0.05%	11.7%	0.43	-31.7%
SCHV	Schwab U.S. Large-Cap Value ETF	0.04%	9.9%	0.34	-37.1%
IWF	iShares Russell 1000 Growth ETF	0.03%	19.2%	0.65	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.03%	19.3%	0.66	-32.7%
IUSG	iShares Core S&P U.S. Growth ETF	0.03%	17%	0.58	-32.4%
SCHX	Schwab U.S. Large-Cap ETF	0.02%	14.6%	0.53	-34.3%
IWB	iShares Russell 1000 ETF	0.02%	14.4%	0.52	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.02%	14.1%	0.5	-35.3%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.1%	0.5	-35%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	0.02%	14.3%	0.56	-32%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.1%	0.5	-35%
DGRO	iShares Core Dividend Growth ETF	0.01%	10.5%	0.36	-35.1%
VT	Vanguard Total World Stock Index Fund	0.01%	10.1%	0.35	-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.