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

Last updated 2024-11-05

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	0.76%	4.3%	0.11	-42.4%
IJH	iShares Core S&P Mid-Cap ETF	0.42%	11%	0.36	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.42%	10.8%	0.35	-42.2%
VOE	Vanguard Mid-Cap Value Index Fund	0.38%	8.6%	0.29	-43.2%
JPST	JPMorgan Ultra-Short Income ETF	0.23%	2.6%	-1.65	-3.3%
VXF	Vanguard Extended Market Index Fund	0.19%	10.3%	0.33	-41.7%
VO	Vanguard Mid Cap Index Fund	0.17%	10.7%	0.36	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.1%	10.6%	0.35	-40.6%
VTV	Vanguard Value Index Fund	0.06%	11.1%	0.4	-36.8%
IUSV	iShares Core S&P U.S. Value ETF	0.06%	11.7%	0.42	-37.5%
IWD	iShares Russell 1000 Value ETF	0.05%	9.5%	0.32	-38.5%
VV	Vanguard Large Cap Index Fund	0.03%	15%	0.55	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.03%	14.3%	0.52	-35.2%
SCHX	Schwab U.S. Large-Cap ETF	0.03%	14.8%	0.54	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.03%	14.3%	0.52	-35%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.3%	0.52	-35%
IWB	iShares Russell 1000 ETF	0.02%	14.6%	0.53	-34.6%
VT	Vanguard Total World Stock Index Fund	0.01%	10.8%	0.38	-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.