Last updated 2024-11-22

ETF List

ETFs Holding Upstart Holdings, Inc.(UPST). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF TickerETF NameRatioFive-Year
Annualized Return
Five-Year
Sharpe Ratio
Five-Year
Maximum Drawdown
VBK
Vanguard Small Cap Growth Index Fund
0.18%8.1%0.25-38.4%
VTWO
Vanguard Russell 2000 Index Fund
0.14%9.3%0.3-41.2%
SCHA
Schwab U.S. Small-Cap ETF
0.08%10%0.33-42.4%
VFH
Vanguard Financials Index Fund
0.05%13%0.42-44.4%
SCHB
Schwab U.S. Broad Market ETF
0.01%14.7%0.53-32.2%
VT
Vanguard Total World Stock Index Fund
0.01%11.6%0.42-30.8%
DFAC
Dimensional U.S. Core Equity 2 ETF
0%---

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.

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