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

Last updated 2024-09-19

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%	4.9%	0.16	-42.4%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.5%	11.1%	0.39	-42.2%
VOE	Vanguard Mid-Cap Value Index Fund	0.38%	8.6%	0.29	-43.2%
JPST	JPMorgan Ultra-Short Income ETF	0.24%	2.5%	-1.18	-3.3%
VXF	Vanguard Extended Market Index Fund	0.18%	10%	0.35	-41.7%
VO	Vanguard Mid Cap Index Fund	0.16%	10.6%	0.39	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.12%	10.6%	0.38	-40.6%
VTV	Vanguard Value Index Fund	0.06%	11.8%	0.46	-36.8%
IUSV	iShares Core S&P U.S. Value ETF	0.06%	12.7%	0.5	-37.5%
IWD	iShares Russell 1000 Value ETF	0.05%	10%	0.38	-38.5%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	14.4%	0.55	-35%
IWB	iShares Russell 1000 ETF	0.03%	14.8%	0.57	-34.6%
VV	Vanguard Large Cap Index Fund	0.03%	15.2%	0.58	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.02%	14.5%	0.55	-35.3%
SCHX	Schwab U.S. Large-Cap ETF	0.02%	15%	0.58	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.5%	0.56	-35%
ACWI	iShares MSCI ACWI ETF	0.02%	11.4%	0.44	-33.5%
VT	Vanguard Total World Stock Index Fund	0.01%	11.3%	0.44	-34.2%
IJH	iShares Core S&P Mid-Cap ETF	0%	11.3%	0.4	-42.2%

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.