Principal Financial Group, Inc.(PFG) - ETFs Holding

Last updated 2024-02-06

ETF List

ETFs Holding Principal Financial Group, Inc.(PFG). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
DVY	iShares Select Dividend ETF	0.86%	9.7%	0.35	-41.6%
VOE	Vanguard Mid-Cap Value Index Fund	0.51%	8.6%	0.29	-43.2%
IWS	iShares Russell Mid-Cap Value ETF	0.35%	7.6%	0.26	-43.8%
XLF	Financial Select Sector SPDR Fund	0.27%	12.1%	0.42	-42.9%
JPST	JPMorgan Ultra-Short Income ETF	0.25%	2.5%	-1.18	-3.3%
VO	Vanguard Mid Cap Index Fund	0.24%	10.6%	0.39	-39.4%
RSP	Invesco S&P 500 Equal Weight ETF	0.19%	12.1%	0.45	-39%
IWR	iShares Russell Mid-Cap ETF	0.17%	10.6%	0.38	-40.6%
DGRO	iShares Core Dividend Growth ETF	0.15%	12.2%	0.48	-35.1%
VYM	Vanguard High Dividend Yield Index Fund	0.11%	10.7%	0.42	-35.2%
VIG	Vanguard Dividend Appreciation Index Fund	0.1%	12.5%	0.51	-31.7%
VTV	Vanguard Value Index Fund	0.09%	11.8%	0.46	-36.8%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.09%	12.8%	0.5	-36.9%
IWD	iShares Russell 1000 Value ETF	0.08%	10%	0.38	-38.5%
IVE	iShares S&P 500 Value ETF	0.08%	12.6%	0.5	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.08%	12.7%	0.5	-37.5%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.07%	-	-	-
JPST	JPMorgan Ultra-Short Income ETF	0.06%	2.5%	-1.18	-3.3%
JPST	JPMorgan Ultra-Short Income ETF	0.06%	2.5%	-1.18	-3.3%
IVV	iShares Core S&P 500 ETF	0.04%	15.3%	0.59	-33.9%
IWB	iShares Russell 1000 ETF	0.04%	14.8%	0.57	-34.6%
VV	Vanguard Large Cap Index Fund	0.04%	15.2%	0.58	-34.3%
SPY	SPDR S&P 500 ETF Trust	0.04%	15.2%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.04%	15.3%	0.6	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.04%	15%	0.58	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.04%	14.5%	0.56	-35%
VOO	Vanguard 500 Index Fund	0.04%	15.3%	0.59	-34%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	14.4%	0.55	-35%
SCHB	Schwab U.S. Broad Market ETF	0.03%	14.5%	0.55	-35.3%
ACWI	iShares MSCI ACWI ETF	0.03%	11.4%	0.44	-33.5%
VT	Vanguard Total World Stock Index Fund	0.02%	11.3%	0.44	-34.2%
JPST	JPMorgan Ultra-Short Income ETF	0.01%	2.5%	-1.18	-3.3%

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.

Principal Financial Group, Inc. (PFG)

ETF List

ETFs Holding Principal Financial Group, Inc.(PFG). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.