United Bankshares, Inc.(UBSI) - ETFs Holding

Last updated 2024-11-14

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
DVY	iShares Select Dividend ETF	0.61%	10%	0.33	-41.6%
SDY	SPDR S&P Dividend ETF	0.33%	8.8%	0.29	-36.7%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.19%	11.8%	0.39	-42.2%
IWM	iShares Russell 2000 ETF	0.19%	9.6%	0.3	-41.1%
IJH	iShares Core S&P Mid-Cap ETF	0.18%	12.3%	0.41	-42.2%
VBR	Vanguard Small Cap Value Index Fund	0.15%	11.7%	0.38	-45.3%
SCHA	Schwab U.S. Small-Cap ETF	0.13%	10%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.08%	11%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.07%	11.6%	0.38	-41.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.04%	-	-	-
VYM	Vanguard High Dividend Yield Index Fund	0.03%	11%	0.4	-35.2%
IUSV	iShares Core S&P U.S. Value ETF	0.02%	12.3%	0.45	-37.5%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	15.1%	0.55	-35%
SCHB	Schwab U.S. Broad Market ETF	0.01%	15.1%	0.55	-35.2%
VTI	Vanguard Total Stock Market Index Fund	0.01%	15.1%	0.55	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	11.1%	0.4	-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.