持有Interactive Brokers Group, Inc.(IBKR)的ETF

最後更新 2024-12-22

ETF列表

ETF代碼	ETF名稱	比例	近五年年化報酬率	近五年夏普比率	近五年最大跌幅
IJH	iShares Core S&P Mid-Cap ETF	0.65%	10.3%	0.33	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.64%	10.1%	0.32	-42.2%
VOT	Vanguard Mid-Cap Growth Index Fund	0.48%	11.1%	0.36	-37.2%
SCHM	Schwab U.S. Mid-Cap ETF	0.34%	9.9%	0.32	-42.4%
VXF	Vanguard Extended Market Index Fund	0.26%	10.2%	0.32	-41.7%
VO	Vanguard Mid Cap Index Fund	0.22%	10.2%	0.33	-39.4%
VFH	Vanguard Financials Index Fund	0.21%	13%	0.42	-44.4%
IWR	iShares Russell Mid-Cap ETF	0.16%	10%	0.33	-40.6%
IWD	iShares Russell 1000 Value ETF	0.07%	8.6%	0.28	-38.5%
VONV	Vanguard Russell 1000 Value Index Fund	0.07%	10.4%	0.36	-38.2%
VUG	Vanguard Growth Index Fund	0.06%	18.9%	0.63	-35.6%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.06%	15%	0.56	-33.7%
SCHG	Schwab U.S. Large-Cap Growth ETF	0.05%	20.2%	0.67	-34.6%
VTV	Vanguard Value Index Fund	0.04%	10%	0.34	-36.8%
IUSV	iShares Core S&P U.S. Value ETF	0.04%	12.3%	0.46	-37.5%
VV	Vanguard Large Cap Index Fund	0.04%	14.8%	0.53	-34.3%
IUSG	iShares Core S&P U.S. Growth ETF	0.04%	17%	0.58	-32.4%
IWB	iShares Russell 1000 ETF	0.03%	14.4%	0.52	-34.6%
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%
VTI	Vanguard Total Stock Market Index Fund	0.03%	14.1%	0.5	-35%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	14.1%	0.5	-35%
VT	Vanguard Total World Stock Index Fund	0.02%	10.1%	0.35	-34.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.01%	-	-	-

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