Webster Financial Corporation(WBS) - 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
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.34%	11.8%	0.39	-42.2%
IJH	iShares Core S&P Mid-Cap ETF	0.32%	12.3%	0.41	-42.2%
VBR	Vanguard Small Cap Value Index Fund	0.26%	11.8%	0.38	-45.3%
SCHM	Schwab U.S. Mid-Cap ETF	0.18%	9.9%	0.32	-42.4%
VB	Vanguard Small Cap Index Fund	0.15%	11%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.12%	11.5%	0.37	-41.7%
VFH	Vanguard Financials Index Fund	0.12%	13%	0.42	-44.4%
IWR	iShares Russell Mid-Cap ETF	0.08%	11.2%	0.38	-40.6%
VYM	Vanguard High Dividend Yield Index Fund	0.05%	11.1%	0.4	-35.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.05%	-	-	-
IWD	iShares Russell 1000 Value ETF	0.04%	10.1%	0.35	-38.5%
IUSV	iShares Core S&P U.S. Value ETF	0.04%	12.1%	0.44	-37.5%
VONV	Vanguard Russell 1000 Value Index Fund	0.04%	10.4%	0.36	-38.2%
SCHV	Schwab U.S. Large-Cap Value ETF	0.03%	9.9%	0.34	-37.1%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.9%	0.54	-35%
IWB	iShares Russell 1000 ETF	0.02%	15.2%	0.56	-34.6%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.9%	0.54	-35%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.9%	0.54	-35.2%
SCHX	Schwab U.S. Large-Cap ETF	0.01%	15.4%	0.56	-34.3%
VT	Vanguard Total World Stock Index Fund	0.01%	11%	0.39	-34.2%

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.