(PEAK) - 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
VNQ	Vanguard Real Estate Index Fund	0.91%	4.6%	0.13	-42.4%
VBR	Vanguard Small Cap Value Index Fund	0.23%	11.7%	0.38	-45.3%
IWS	iShares Russell Mid-Cap Value ETF	0.21%	7.6%	0.26	-43.8%
VOE	Vanguard Mid-Cap Value Index Fund	0.18%	10.6%	0.36	-43.2%
VB	Vanguard Small Cap Index Fund	0.13%	10.9%	0.36	-42%
IWR	iShares Russell Mid-Cap ETF	0.12%	11.2%	0.38	-40.6%
VO	Vanguard Mid Cap Index Fund	0.1%	11.5%	0.39	-39.4%
IVE	iShares S&P 500 Value ETF	0.07%	12%	0.43	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.07%	12.1%	0.44	-37.5%
IWD	iShares Russell 1000 Value ETF	0.06%	10.1%	0.35	-38.5%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.06%	0.9%	-0.42	-20.5%
VONV	Vanguard Russell 1000 Value Index Fund	0.06%	10.3%	0.36	-38.2%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.05%	-	-0.65	-18.9%
VTV	Vanguard Value Index Fund	0.04%	11.5%	0.42	-36.8%
IVV	iShares Core S&P 500 ETF	0.03%	15.6%	0.57	-33.9%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	14.9%	0.54	-35%
IWB	iShares Russell 1000 ETF	0.03%	15.2%	0.56	-34.6%
VOO	Vanguard 500 Index Fund	0.03%	15.5%	0.57	-34%
VTI	Vanguard Total Stock Market Index Fund	0.03%	14.9%	0.54	-35%
VV	Vanguard Large Cap Index Fund	0.02%	15.5%	0.57	-34.3%
VT	Vanguard Total World Stock Index Fund	0.02%	11.1%	0.4	-34.2%
ACWI	iShares MSCI ACWI ETF	0.02%	11.5%	0.42	-33.5%

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.