Last updated 2024-11-21

ETF List

ETFs Holding Welltower Inc.(WELL). 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
VNQ
Vanguard Real Estate Index Fund
4.53%4.6%0.13-42.4%
VOT
Vanguard Mid-Cap Growth Index Fund
2.19%12%0.4-37.2%
VO
Vanguard Mid Cap Index Fund
1%11.5%0.39-39.4%
IWS
iShares Russell Mid-Cap Value ETF
0.49%7.6%0.26-43.8%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.37%12.2%0.45-36.9%
IVE
iShares S&P 500 Value ETF
0.36%12%0.43-37%
IUSV
iShares Core S&P U.S. Value ETF
0.34%12.1%0.44-37.5%
VUG
Vanguard Growth Index Fund
0.33%19%0.64-35.6%
VONV
Vanguard Russell 1000 Value Index Fund
0.33%10.3%0.36-38.2%
ESGU
iShares ESG Aware MSCI USA ETF
0.32%11.8%0.44-33.9%
IWD
iShares Russell 1000 Value ETF
0.31%10.1%0.35-38.5%
SCHV
Schwab U.S. Large-Cap Value ETF
0.31%9.7%0.34-37.1%
RSP
Invesco S&P 500 Equal Weight ETF
0.21%12.1%0.42-39%
VV
Vanguard Large Cap Index Fund
0.17%15.5%0.57-34.3%
JEPI
JPMorgan Equity Premium Income ETF
0.17%---
IUSV
iShares Core S&P U.S. Value ETF
0.16%12.1%0.44-37.5%
SPY
SPDR S&P 500 ETF Trust
0.16%15.5%0.58-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.16%15.6%0.58-33.9%
VOO
Vanguard 500 Index Fund
0.16%15.5%0.57-34%
IVV
iShares Core S&P 500 ETF
0.15%15.6%0.57-33.9%
IWB
iShares Russell 1000 ETF
0.15%15.2%0.56-34.6%
VTI
Vanguard Total Stock Market Index Fund
0.15%14.9%0.54-35%
SCHB
Schwab U.S. Broad Market ETF
0.14%14.9%0.54-35.2%
SCHX
Schwab U.S. Large-Cap ETF
0.14%15.4%0.57-34.3%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.13%14.9%0.54-35%
ACWI
iShares MSCI ACWI ETF
0.1%11.5%0.42-33.5%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.1%14.5%0.53-37.7%
VT
Vanguard Total World Stock Index Fund
0.09%11.1%0.4-34.2%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.09%14.9%0.56-33.7%

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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