Walmart Inc.(WMT) - ETFs Holding

Last updated 2024-11-08

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLP	Consumer Staples Select Sector SPDR Fund	11.91%	9.2%	0.37	-24.5%
VYM	Vanguard High Dividend Yield Index Fund	1.98%	11.1%	0.4	-35.2%
VIG	Vanguard Dividend Appreciation Index Fund	1.86%	13%	0.5	-31.7%
SPYV	SPDR Portfolio S&P 500 Value ETF	1.7%	12.4%	0.45	-36.9%
USMV	iShares MSCI USA Min Vol Factor ETF	1.69%	9.8%	0.36	-33.1%
IVE	iShares S&P 500 Value ETF	1.69%	12.2%	0.44	-37%
VTV	Vanguard Value Index Fund	1.63%	11.8%	0.43	-36.8%
IUSV	iShares Core S&P U.S. Value ETF	1.58%	12.3%	0.45	-37.5%
IWD	iShares Russell 1000 Value ETF	1.4%	10.3%	0.35	-38.5%
DIA	SPDR Dow Jones Industrial Average ETF Trust	1.26%	11.6%	0.41	-36.7%
DGRO	iShares Core Dividend Growth ETF	0.86%	12.1%	0.44	-35.1%
VV	Vanguard Large Cap Index Fund	0.74%	15.9%	0.58	-34.3%
IVV	iShares Core S&P 500 ETF	0.72%	15.9%	0.59	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.72%	15.9%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.72%	16%	0.59	-33.9%
VOO	Vanguard 500 Index Fund	0.72%	15.9%	0.59	-34%
SCHX	Schwab U.S. Large-Cap ETF	0.68%	15.8%	0.58	-34.3%
IWB	iShares Russell 1000 ETF	0.66%	15.6%	0.57	-34.6%
JEPI	JPMorgan Equity Premium Income ETF	0.65%	-	-	-
VTI	Vanguard Total Stock Market Index Fund	0.65%	15.3%	0.56	-35%
SCHB	Schwab U.S. Broad Market ETF	0.64%	15.3%	0.56	-35.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.63%	15.3%	0.56	-35%
SDY	SPDR S&P Dividend ETF	0.51%	8.9%	0.29	-36.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.47%	-	-	-
ACWI	iShares MSCI ACWI ETF	0.47%	11.6%	0.42	-33.5%
VT	Vanguard Total World Stock Index Fund	0.4%	11.6%	0.42	-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.