Last updated 2024-11-08

ETF List

ETFs Holding Vertex, Inc.(VERX). 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
IWM
iShares Russell 2000 ETF
0.1%9.7%0.31-41.1%
VBK
Vanguard Small Cap Growth Index Fund
0.09%9.3%0.3-38.7%
VGT
Vanguard Information Technology Index Fund
0.05%23.2%0.72-35.1%
SCHA
Schwab U.S. Small-Cap ETF
0.05%9.5%0.32-42.4%
VB
Vanguard Small Cap Index Fund
0.04%11.1%0.36-42%
VXF
Vanguard Extended Market Index Fund
0.03%11.7%0.38-41.7%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.01%---
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0%15.3%0.56-35%
SCHB
Schwab U.S. Broad Market ETF
0%15.3%0.56-35.2%
VTI
Vanguard Total Stock Market Index Fund
0%15.3%0.56-35%

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.

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