Welltower Inc.(WELL) - ETFs Holding

Last updated 2024-12-22

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 Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
VNQ	Vanguard Real Estate Index Fund	4.57%	3.2%	0.07	-42.4%
VOT	Vanguard Mid-Cap Growth Index Fund	2.03%	11.1%	0.36	-37.2%
VO	Vanguard Mid Cap Index Fund	0.95%	10.2%	0.33	-39.4%
IWS	iShares Russell Mid-Cap Value ETF	0.49%	7.6%	0.26	-43.8%
USMV	iShares MSCI USA Min Vol Factor ETF	0.46%	8.4%	0.28	-33.1%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.36%	10.6%	0.37	-36.9%
IVE	iShares S&P 500 Value ETF	0.35%	10.4%	0.36	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.33%	12.3%	0.46	-37.5%
VONV	Vanguard Russell 1000 Value Index Fund	0.33%	10.4%	0.36	-38.2%
VUG	Vanguard Growth Index Fund	0.32%	18.9%	0.63	-35.6%
ESGU	iShares ESG Aware MSCI USA ETF	0.32%	11.8%	0.44	-33.9%
SCHV	Schwab U.S. Large-Cap Value ETF	0.31%	9.9%	0.34	-37.1%
IWD	iShares Russell 1000 Value ETF	0.3%	8.6%	0.28	-38.5%
RSP	Invesco S&P 500 Equal Weight ETF	0.2%	10.7%	0.36	-39%
VV	Vanguard Large Cap Index Fund	0.17%	14.8%	0.53	-34.3%
IUSV	iShares Core S&P U.S. Value ETF	0.16%	12.3%	0.46	-37.5%
VOO	Vanguard 500 Index Fund	0.16%	14.8%	0.53	-34%
JEPI	JPMorgan Equity Premium Income ETF	0.16%	-	-	-
SCHB	Schwab U.S. Broad Market ETF	0.14%	14.1%	0.5	-35.3%
IVV	iShares Core S&P 500 ETF	0.14%	14.8%	0.53	-33.9%
IWB	iShares Russell 1000 ETF	0.14%	14.4%	0.52	-34.6%
SPY	SPDR S&P 500 ETF Trust	0.14%	14.7%	0.54	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.14%	14.8%	0.54	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.14%	14.6%	0.53	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.14%	14.1%	0.5	-35%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.12%	14.1%	0.5	-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%	10.1%	0.35	-34.2%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.09%	15%	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.

Welltower Inc. (WELL)

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.