W. P. Carey Inc.(WPC) - ETFs Holding

Last updated 2024-12-22

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	0.68%	3.2%	0.07	-42.4%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.41%	10.1%	0.32	-42.2%
IJH	iShares Core S&P Mid-Cap ETF	0.4%	10.3%	0.33	-42.2%
SCHM	Schwab U.S. Mid-Cap ETF	0.31%	9.9%	0.32	-42.4%
VOE	Vanguard Mid-Cap Value Index Fund	0.26%	8.9%	0.28	-43.2%
JPST	JPMorgan Ultra-Short Income ETF	0.22%	2.6%	-1.75	-3.3%
VXF	Vanguard Extended Market Index Fund	0.16%	10.2%	0.32	-41.7%
VO	Vanguard Mid Cap Index Fund	0.14%	10.2%	0.33	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.1%	10%	0.33	-40.6%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.1%	15%	0.56	-33.7%
VTV	Vanguard Value Index Fund	0.06%	10%	0.34	-36.8%
SCHV	Schwab U.S. Large-Cap Value ETF	0.06%	9.9%	0.34	-37.1%
IWD	iShares Russell 1000 Value ETF	0.05%	8.6%	0.28	-38.5%
IUSV	iShares Core S&P U.S. Value ETF	0.05%	12.3%	0.46	-37.5%
VONV	Vanguard Russell 1000 Value Index Fund	0.05%	10.4%	0.36	-38.2%
VV	Vanguard Large Cap Index Fund	0.03%	14.8%	0.53	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.03%	14.1%	0.5	-35.3%
SCHX	Schwab U.S. Large-Cap ETF	0.03%	14.6%	0.53	-34.3%
IWB	iShares Russell 1000 ETF	0.02%	14.4%	0.52	-34.6%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.1%	0.5	-35%
ACWI	iShares MSCI ACWI ETF	0.02%	11.5%	0.42	-33.5%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.02%	14.5%	0.53	-37.7%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.1%	0.5	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	10.1%	0.35	-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.