Vertex, Inc.(VERX) - ETFs Holding

Last updated 2024-11-24

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
IWM	iShares Russell 2000 ETF	0.1%	9.3%	0.3	-41.1%
VBK	Vanguard Small Cap Growth Index Fund	0.09%	9.1%	0.29	-38.7%
VTWO	Vanguard Russell 2000 Index Fund	0.09%	9.3%	0.3	-41.2%
VGT	Vanguard Information Technology Index Fund	0.06%	22.4%	0.7	-35.1%
SCHA	Schwab U.S. Small-Cap ETF	0.05%	9.7%	0.31	-42.4%
VB	Vanguard Small Cap Index Fund	0.04%	11%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.03%	11.5%	0.37	-41.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.01%	-	-	-
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0%	14.9%	0.54	-35%
SCHB	Schwab U.S. Broad Market ETF	0%	14.9%	0.54	-35.2%
VTI	Vanguard Total Stock Market Index Fund	0%	14.9%	0.54	-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.