United Parcel Service, Inc.(UPS) - 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
SCHD	Schwab U.S. Dividend Equity ETF	3.79%	12.3%	0.46	-33.4%
XLI	Industrial Select Sector SPDR Fund	2.39%	12.4%	0.43	-42.3%
HDV	iShares Core High Dividend ETF	2.34%	6.8%	0.23	-37%
DGRO	iShares Core Dividend Growth ETF	1.15%	11.6%	0.43	-35.1%
JEPI	JPMorgan Equity Premium Income ETF	0.86%	-	-	-
VYM	Vanguard High Dividend Yield Index Fund	0.56%	10.5%	0.38	-35.2%
IVE	iShares S&P 500 Value ETF	0.47%	11.7%	0.43	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.47%	11.8%	0.43	-36.9%
VTV	Vanguard Value Index Fund	0.46%	11.2%	0.41	-36.8%
IUSV	iShares Core S&P U.S. Value ETF	0.44%	11.7%	0.43	-37.5%
IWD	iShares Russell 1000 Value ETF	0.39%	9.6%	0.33	-38.5%
ESGU	iShares ESG Aware MSCI USA ETF	0.29%	11.8%	0.44	-33.9%
RSP	Invesco S&P 500 Equal Weight ETF	0.21%	11.6%	0.41	-39%
VV	Vanguard Large Cap Index Fund	0.21%	15%	0.55	-34.3%
VOO	Vanguard 500 Index Fund	0.21%	15.1%	0.56	-34%
IVV	iShares Core S&P 500 ETF	0.2%	15.1%	0.56	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.2%	15%	0.56	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.2%	15.1%	0.56	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.19%	14.9%	0.55	-34.3%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.18%	14.3%	0.52	-35%
IWB	iShares Russell 1000 ETF	0.18%	14.7%	0.54	-34.6%
VTI	Vanguard Total Stock Market Index Fund	0.18%	14.4%	0.52	-35%
SCHB	Schwab U.S. Broad Market ETF	0.17%	14.4%	0.52	-35.2%
VT	Vanguard Total World Stock Index Fund	0.16%	10.8%	0.39	-34.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.13%	-	-	-
ACWI	iShares MSCI ACWI ETF	0.12%	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.