Welltower Inc.(WELL) - ETFs Holding

Last updated 2024-11-05

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
VNQ	Vanguard Real Estate Index Fund	4.15%	4.3%	0.11	-42.4%
VO	Vanguard Mid Cap Index Fund	0.94%	10.7%	0.36	-39.4%
IWS	iShares Russell Mid-Cap Value ETF	0.49%	7.6%	0.26	-43.8%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.38%	11.8%	0.43	-36.9%
IVE	iShares S&P 500 Value ETF	0.37%	11.6%	0.42	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.35%	11.7%	0.42	-37.5%
IWD	iShares Russell 1000 Value ETF	0.32%	9.5%	0.32	-38.5%
ESGU	iShares ESG Aware MSCI USA ETF	0.32%	11.8%	0.44	-33.9%
VUG	Vanguard Growth Index Fund	0.31%	18.4%	0.62	-35.6%
RSP	Invesco S&P 500 Equal Weight ETF	0.2%	11.6%	0.4	-39%
JEPI	JPMorgan Equity Premium Income ETF	0.17%	-	-	-
VV	Vanguard Large Cap Index Fund	0.16%	15%	0.55	-34.3%
IUSV	iShares Core S&P U.S. Value ETF	0.16%	11.7%	0.42	-37.5%
IVV	iShares Core S&P 500 ETF	0.16%	15%	0.55	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.16%	14.9%	0.55	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.16%	15.1%	0.56	-33.9%
IWB	iShares Russell 1000 ETF	0.15%	14.6%	0.53	-34.6%
VOO	Vanguard 500 Index Fund	0.15%	15%	0.55	-34%
SCHB	Schwab U.S. Broad Market ETF	0.14%	14.3%	0.52	-35.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.14%	14.3%	0.52	-35%
SCHX	Schwab U.S. Large-Cap ETF	0.14%	14.8%	0.54	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.14%	14.3%	0.52	-35%
VT	Vanguard Total World Stock Index Fund	0.09%	10.8%	0.38	-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.