持有LPL Financial Holdings Inc.(LPLA)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
IWP	iShares Russell Mid-Cap Growth ETF	0.75%	12.3%	0.4	-38.6%
VOT	Vanguard Mid-Cap Growth Index Fund	0.59%	11.1%	0.36	-37.2%
VXF	Vanguard Extended Market Index Fund	0.3%	10.2%	0.32	-41.7%
VFH	Vanguard Financials Index Fund	0.29%	13%	0.42	-44.4%
VO	Vanguard Mid Cap Index Fund	0.27%	10.2%	0.33	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.21%	10%	0.33	-40.6%
QUAL	iShares MSCI USA Quality Factor ETF	0.14%	13.8%	0.49	-34.1%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.12%	15%	0.56	-33.7%
VUG	Vanguard Growth Index Fund	0.11%	18.9%	0.63	-35.6%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.11%	-	-	-
IWF	iShares Russell 1000 Growth ETF	0.08%	19.2%	0.65	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.08%	19.3%	0.66	-32.7%
SCHG	Schwab U.S. Large-Cap Growth ETF	0.06%	20.2%	0.67	-34.6%
VV	Vanguard Large Cap Index Fund	0.05%	14.8%	0.53	-34.3%
IWB	iShares Russell 1000 ETF	0.04%	14.4%	0.52	-34.6%
VTI	Vanguard Total Stock Market Index Fund	0.04%	14.1%	0.5	-35%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.04%	14.1%	0.5	-35%
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%
VT	Vanguard Total World Stock Index Fund	0.03%	10.1%	0.35	-34.2%
ACWI	iShares MSCI ACWI ETF	0.03%	11.5%	0.42	-33.5%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.03%	14.5%	0.53	-37.7%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	0.03%	14.3%	0.56	-32%

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