Sun Communities, Inc.(SUI) - 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	0.95%	4.6%	0.13	-42.4%
VOT	Vanguard Mid-Cap Growth Index Fund	0.44%	12%	0.4	-37.2%
VXF	Vanguard Extended Market Index Fund	0.21%	11.5%	0.37	-41.7%
VO	Vanguard Mid Cap Index Fund	0.2%	11.5%	0.39	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.13%	11.2%	0.38	-40.6%
VUG	Vanguard Growth Index Fund	0.08%	19%	0.64	-35.6%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.08%	14.9%	0.56	-33.7%
SCHV	Schwab U.S. Large-Cap Value ETF	0.07%	9.7%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.07%	10.3%	0.36	-38.2%
IWD	iShares Russell 1000 Value ETF	0.06%	10.1%	0.35	-38.5%
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%
VV	Vanguard Large Cap Index Fund	0.03%	15.5%	0.57	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.03%	14.9%	0.54	-35.2%
SCHX	Schwab U.S. Large-Cap ETF	0.03%	15.4%	0.57	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.03%	14.9%	0.54	-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%	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.