The J. M. Smucker Company(SJM) - 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
SDY	SPDR S&P Dividend ETF	0.72%	8.4%	0.28	-36.7%
XLP	Consumer Staples Select Sector SPDR Fund	0.51%	9.2%	0.37	-24.5%
VBR	Vanguard Small Cap Value Index Fund	0.4%	10.5%	0.34	-45.3%
VOE	Vanguard Mid-Cap Value Index Fund	0.35%	8.6%	0.29	-43.2%
IWS	iShares Russell Mid-Cap Value ETF	0.25%	7.6%	0.26	-43.8%
VB	Vanguard Small Cap Index Fund	0.2%	9.7%	0.32	-42%
RSP	Invesco S&P 500 Equal Weight ETF	0.18%	11.6%	0.41	-39%
IWR	iShares Russell Mid-Cap ETF	0.1%	10.5%	0.35	-40.6%
DGRO	iShares Core Dividend Growth ETF	0.1%	11.6%	0.43	-35.1%
VIG	Vanguard Dividend Appreciation Index Fund	0.07%	12.4%	0.47	-31.7%
VYM	Vanguard High Dividend Yield Index Fund	0.07%	10.5%	0.38	-35.2%
IVE	iShares S&P 500 Value ETF	0.06%	11.7%	0.43	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.06%	11.8%	0.43	-36.9%
IWD	iShares Russell 1000 Value ETF	0.05%	9.6%	0.33	-38.5%
IUSV	iShares Core S&P U.S. Value ETF	0.05%	11.7%	0.43	-37.5%
IVV	iShares Core S&P 500 ETF	0.03%	15.1%	0.56	-33.9%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.03%	-	-	-
SPY	SPDR S&P 500 ETF Trust	0.03%	15%	0.56	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.03%	15.1%	0.56	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.03%	14.9%	0.55	-34.3%
VOO	Vanguard 500 Index Fund	0.03%	15.1%	0.56	-34%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.3%	0.52	-35%
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%
ACWI	iShares MSCI ACWI ETF	0.01%	10.9%	0.39	-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.