最後更新 2024-11-22

ETF列表

持有 JPMorgan Chase & Co.(JPM) 的ETF。透過此分析可以找尋持有此個股的ETF,可在選股與分散風險中取得平衡。

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
XLF
Financial Select Sector SPDR Fund
10.41%18.3%0.68-25.8%
VFH
Vanguard Financials Index Fund
8.68%13%0.42-44.4%
VEIRX
Vanguard Equity-Income Fund Admiral Shares
4.59%13.4%0.6-15.1%
VEIPX
Vanguard Equity Income Fund
4.59%17.8%0.78-15.2%
VYM
Vanguard High Dividend Yield Index Fund
4.13%13.1%0.57-15.8%
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
4.13%13%0.57-15.9%
VIG
Vanguard Dividend Appreciation Index Fund
3.92%12.8%0.57-20.4%
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shs
3.92%12.8%0.56-20.4%
DIA
SPDR Dow Jones Industrial Average ETF Trust
3.71%11.6%0.41-33.2%
00668
國泰美國道瓊
3.6%12.1%0.69-17.6%
00668K
國泰美國道瓊+U
3.6%10.3%0.6-21.6%
VTV
Vanguard Value Index Fund
3.36%13.7%0.61-17%
VVIAX
Vanguard Value Index Fd Admiral Shs
3.36%13.6%0.6-17.1%
00916
國泰全球品牌50
3.32%---
DGRO
iShares Core Dividend Growth ETF
3.31%11.9%0.43-32.2%
IUSV
iShares Core S&P U.S. Value ETF
2.98%12.3%0.46-37.5%
IWD
iShares Russell 1000 Value ETF
2.63%12.6%0.52-19%
VONV
Vanguard Russell 1000 Value Index Fund
2.55%10.4%0.36-38.2%
SCHV
Schwab U.S. Large-Cap Value ETF
2.51%9.9%0.34-37.1%
VWENX
Vanguard Wellington Fund Admiral Shares
2.48%9.3%0.43-20.8%
VWELX
Vanguard Wellington Fund
2.48%12.3%0.64-20.9%
RDVY
First Trust Rising Dividend Achievers ETF
2.15%14.9%0.5-40.6%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
1.83%14.5%0.53-37.7%
SPYG
SPDR Portfolio S&P 500 Growth ETF
1.59%17.5%0.6-32.7%
IVW
iShares S&P 500 Growth ETF
1.57%15.7%0.57-32.7%
IUSG
iShares Core S&P U.S. Growth ETF
1.56%17%0.58-32.2%
VV
Vanguard Large Cap Index Fund
1.47%15.4%0.62-25.7%
VOO
Vanguard 500 Index Fund
1.47%15.4%0.64-24.5%
VIIIX
Vanguard Institutional Index Fund
1.47%20.6%0.85-24.5%
VINIX
Vanguard Institutional Index Fund Institutional Shares
1.47%15.4%0.63-24.5%
VFINX
Vanguard 500 Index Fund
1.47%20.5%0.84-24.6%
VFIAX
Vanguard 500 Index Fd Admiral Shs
1.47%15.4%0.63-24.5%
SPLG
SPDR Portfolio S&P 500 ETF
1.45%15.5%0.64-24.5%
00646
元大S&P500
1.42%15.7%0.85-19.6%
IWB
iShares Russell 1000 ETF
1.39%15%0.54-31.4%
SPY
SPDR S&P 500 ETF Trust
1.37%15.4%0.63-24.5%
IVV
iShares Core S&P 500 ETF
1.37%15.5%0.64-24.5%
IVE
iShares S&P 500 Value ETF
1.35%11.8%0.42-34.5%
SPYV
SPDR Portfolio S&P 500 Value ETF
1.3%12%0.43-34.3%
VTI
Vanguard Total Stock Market Index Fund
1.29%14.9%0.6-25.4%
VITSX
Vanguard Total Stock Market Index Fund
1.29%20.2%0.82-25.4%
VTSAX
Vanguard Total Stock Market Index Fund
1.29%20.2%0.81-25.4%
VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
1.29%14.9%0.6-25.4%
VBIAX
Vanguard Balanced Index Fund Admiral Shares
1.29%8.6%0.37-21.5%
VBINX
Vanguard Balanced Index Fund
1.29%11.6%0.59-21.6%
VBAIX
Vanguard Balanced Index Fund Institutional Shares
1.29%8.6%0.37-21.5%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
1.2%14.9%0.6-25.4%
DFAC
Dimensional U.S. Core Equity 2 ETF
1.17%---
SCHX
Schwab U.S. Large-Cap ETF
1.16%15.3%0.62-25.4%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
1.15%15%0.56-33.7%
VPMCX
Vanguard PrimeCap Fund
1.12%19.3%0.78-25.2%
VPMAX
Vanguard PRIMECAP Fund Admiral Shares
1.12%14.2%0.56-25.2%
ESGU
iShares ESG Aware MSCI USA ETF
1.1%11.8%0.44-33.9%
SCHB
Schwab U.S. Broad Market ETF
1.08%14.7%0.53-32.2%
ACWI
iShares MSCI ACWI ETF
0.85%11.5%0.42-33.5%
VT
Vanguard Total World Stock Index Fund
0.84%13.1%0.54-26.4%
PFF
iShares Preferred and Income Securities ETF
0.82%1.2%-0.09-34.1%
PFF
iShares Preferred and Income Securities ETF
0.81%1.2%-0.09-34.1%
VWNFX
Vanguard Windsor II Fund
0.75%20.2%0.84-22.7%
VWNAX
Vanguard Windsor II Fund Admiral Shares
0.75%15%0.63-22.7%
PFF
iShares Preferred and Income Securities ETF
0.65%1.2%-0.09-34.1%
PFF
iShares Preferred and Income Securities ETF
0.41%1.2%-0.09-34.1%
RSP
Invesco S&P 500 Equal Weight ETF
0.2%13.6%0.54-21.4%

警語

1. 資料僅供參考,不做任何獲利保證及特定股票與點位推薦建議。

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3. 任何股市數據分析皆存在倖存者偏差。

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