Sun Communities, Inc.(SUI) - ETFs Holding

Last updated 2024-12-22

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	0.86%	3.2%	0.07	-42.4%
VOT	Vanguard Mid-Cap Growth Index Fund	0.38%	11.1%	0.36	-37.2%
VO	Vanguard Mid Cap Index Fund	0.18%	10.2%	0.33	-39.4%
VXF	Vanguard Extended Market Index Fund	0.18%	10.2%	0.32	-41.7%
IWR	iShares Russell Mid-Cap ETF	0.13%	10%	0.33	-40.6%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.08%	15%	0.56	-33.7%
VUG	Vanguard Growth Index Fund	0.07%	18.9%	0.63	-35.6%
SCHV	Schwab U.S. Large-Cap Value ETF	0.07%	9.9%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.07%	10.4%	0.36	-38.2%
IWD	iShares Russell 1000 Value ETF	0.06%	8.6%	0.28	-38.5%
IWB	iShares Russell 1000 ETF	0.03%	14.4%	0.52	-34.6%
VV	Vanguard Large Cap Index Fund	0.03%	14.8%	0.53	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.03%	14.1%	0.5	-35.3%
SCHX	Schwab U.S. Large-Cap ETF	0.03%	14.6%	0.53	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.03%	14.1%	0.5	-35%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.03%	14.5%	0.53	-37.7%
VT	Vanguard Total World Stock Index Fund	0.02%	10.1%	0.35	-34.2%
ACWI	iShares MSCI ACWI ETF	0.02%	11.5%	0.42	-33.5%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.1%	0.5	-35%

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.