持有MarketAxess Holdings Inc.(MKTX)的ETF

最後更新 2024-11-05

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
VBK	Vanguard Small Cap Growth Index Fund	0.35%	8%	0.26	-38.7%
RSP	Invesco S&P 500 Equal Weight ETF	0.22%	11.6%	0.4	-39%
XLF	Financial Select Sector SPDR Fund	0.17%	11.5%	0.37	-42.9%
VB	Vanguard Small Cap Index Fund	0.15%	9.9%	0.32	-42%
IWR	iShares Russell Mid-Cap ETF	0.09%	10.6%	0.35	-40.6%
ESGU	iShares ESG Aware MSCI USA ETF	0.09%	11.8%	0.44	-33.9%
QUAL	iShares MSCI USA Quality Factor ETF	0.08%	14.7%	0.53	-34.1%
VIG	Vanguard Dividend Appreciation Index Fund	0.05%	12.2%	0.46	-31.7%
IVE	iShares S&P 500 Value ETF	0.05%	11.6%	0.42	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.05%	11.7%	0.42	-37.5%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.05%	11.8%	0.43	-36.9%
IWD	iShares Russell 1000 Value ETF	0.04%	9.5%	0.32	-38.5%
DGRO	iShares Core Dividend Growth ETF	0.03%	11.5%	0.42	-35.1%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.03%	-	-	-
IVV	iShares Core S&P 500 ETF	0.02%	15%	0.55	-33.9%
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%
SCHB	Schwab U.S. Broad Market ETF	0.02%	14.3%	0.52	-35.2%
SPY	SPDR S&P 500 ETF Trust	0.02%	14.9%	0.55	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.02%	15.1%	0.56	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.02%	14.8%	0.54	-34.3%
VOO	Vanguard 500 Index Fund	0.02%	15%	0.55	-34%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.3%	0.52	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	10.8%	0.38	-34.2%

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。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。