Morningstar, Inc.(MORN) - ETFs Holding

Last updated 2024-11-04

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%	8%	0.26	-38.7%
IJH	iShares Core S&P Mid-Cap ETF	0.3%	10.9%	0.36	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.3%	10.7%	0.35	-42.2%
VXF	Vanguard Extended Market Index Fund	0.18%	10.2%	0.33	-41.7%
VB	Vanguard Small Cap Index Fund	0.15%	9.7%	0.32	-42%
IWR	iShares Russell Mid-Cap ETF	0.07%	10.5%	0.35	-40.6%
VIG	Vanguard Dividend Appreciation Index Fund	0.05%	12.4%	0.47	-31.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.05%	-	-	-
IWF	iShares Russell 1000 Growth ETF	0.03%	18.8%	0.65	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.03%	18.9%	0.65	-32.7%
IUSG	iShares Core S&P U.S. Growth ETF	0.03%	16.6%	0.58	-32.3%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.3%	0.52	-35%
SCHX	Schwab U.S. Large-Cap ETF	0.02%	14.9%	0.55	-34.3%
IWB	iShares Russell 1000 ETF	0.02%	14.7%	0.54	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.02%	14.4%	0.52	-35.2%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.4%	0.52	-35%
DGRO	iShares Core Dividend Growth ETF	0.01%	11.6%	0.43	-35.1%

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.