UGI Corporation(UGI) - ETFs Holding

Last updated 2024-12-28

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
DVY	iShares Select Dividend ETF	0.63%	8.6%	0.27	-41.6%
SDY	SPDR S&P Dividend ETF	0.35%	7.3%	0.22	-36.7%
IJH	iShares Core S&P Mid-Cap ETF	0.2%	10.4%	0.33	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.2%	10.2%	0.33	-42.2%
VBR	Vanguard Small Cap Value Index Fund	0.18%	10.1%	0.32	-45.3%
SCHA	Schwab U.S. Small-Cap ETF	0.14%	10%	0.33	-42.4%
VB	Vanguard Small Cap Index Fund	0.1%	9.5%	0.3	-42%
VXF	Vanguard Extended Market Index Fund	0.08%	10.2%	0.32	-41.7%
IWR	iShares Russell Mid-Cap ETF	0.05%	10.1%	0.33	-40.6%
VYM	Vanguard High Dividend Yield Index Fund	0.03%	10%	0.34	-35.2%
IUSV	iShares Core S&P U.S. Value ETF	0.03%	12.3%	0.46	-37.5%
IWD	iShares Russell 1000 Value ETF	0.02%	8.8%	0.28	-38.5%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.02%	-	-	-
IWB	iShares Russell 1000 ETF	0.01%	14.6%	0.52	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.3%	0.51	-35.3%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.2%	0.51	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	10.3%	0.35	-34.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.2%	0.51	-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.