Piper Sandler Companies(PIPR) - ETFs Holding

Last updated 2024-11-24

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
SPSM	SPDR Portfolio S&P 600 Small Cap ETF	0.38%	10.2%	0.33	-42.9%
IJR	iShares Core S&P Small-Cap ETF	0.37%	10.6%	0.34	-42.6%
IWM	iShares Russell 2000 ETF	0.21%	9.3%	0.3	-41.1%
VTWO	Vanguard Russell 2000 Index Fund	0.19%	9.3%	0.3	-41.2%
VBR	Vanguard Small Cap Value Index Fund	0.14%	11.8%	0.38	-45.3%
SCHA	Schwab U.S. Small-Cap ETF	0.12%	9.7%	0.31	-42.4%
VB	Vanguard Small Cap Index Fund	0.08%	11%	0.36	-42%
VFH	Vanguard Financials Index Fund	0.07%	13%	0.42	-44.4%
VXF	Vanguard Extended Market Index Fund	0.06%	11.5%	0.37	-41.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.03%	-	-	-
VYM	Vanguard High Dividend Yield Index Fund	0.03%	11.1%	0.4	-35.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.9%	0.54	-35%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.9%	0.54	-35.2%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.9%	0.54	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	11%	0.39	-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.