Welltower Inc.(WELL) - ETFs Holding

Last updated 2024-09-19

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	3.74%	4.9%	0.16	-42.4%
VO	Vanguard Mid Cap Index Fund	0.85%	10.6%	0.39	-39.4%
IWS	iShares Russell Mid-Cap Value ETF	0.49%	7.6%	0.26	-43.8%
IVE	iShares S&P 500 Value ETF	0.36%	12.6%	0.5	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.36%	12.8%	0.5	-36.9%
IUSV	iShares Core S&P U.S. Value ETF	0.34%	12.7%	0.5	-37.5%
ESGU	iShares ESG Aware MSCI USA ETF	0.32%	11.8%	0.44	-33.9%
IWD	iShares Russell 1000 Value ETF	0.3%	10%	0.38	-38.5%
VUG	Vanguard Growth Index Fund	0.28%	18.1%	0.63	-35.6%
RSP	Invesco S&P 500 Equal Weight ETF	0.23%	12.1%	0.45	-39%
IUSV	iShares Core S&P U.S. Value ETF	0.16%	12.7%	0.5	-37.5%
IVV	iShares Core S&P 500 ETF	0.16%	15.3%	0.59	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.16%	15.2%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.16%	15.3%	0.6	-33.9%
JEPI	JPMorgan Equity Premium Income ETF	0.16%	-	-	-
VV	Vanguard Large Cap Index Fund	0.14%	15.2%	0.58	-34.3%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.14%	14.4%	0.55	-35%
IWB	iShares Russell 1000 ETF	0.14%	14.8%	0.57	-34.6%
VOO	Vanguard 500 Index Fund	0.14%	15.3%	0.59	-34%
SCHB	Schwab U.S. Broad Market ETF	0.12%	14.5%	0.55	-35.3%
SCHX	Schwab U.S. Large-Cap ETF	0.12%	15%	0.58	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.12%	14.5%	0.56	-35%
ACWI	iShares MSCI ACWI ETF	0.1%	11.4%	0.44	-33.5%
VT	Vanguard Total World Stock Index Fund	0.08%	11.3%	0.44	-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.