最後更新 2024-09-19

ETF列表

持有 NextEra Energy, Inc.(NEE) 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
XLU
Utilities Select Sector SPDR Fund
14.29%7.7%0.27-36.1%
SDY
SPDR S&P Dividend ETF
1.36%9.5%0.35-36.7%
DVY
iShares Select Dividend ETF
1.34%9.7%0.35-41.6%
PFF
iShares Preferred and Income Securities ETF
1.14%1.2%-0.09-34.1%
DGRO
iShares Core Dividend Growth ETF
1.05%12.2%0.48-35.1%
JEPI
JPMorgan Equity Premium Income ETF
1.05%---
VYM
Vanguard High Dividend Yield Index Fund
0.91%10.7%0.42-35.2%
VIG
Vanguard Dividend Appreciation Index Fund
0.87%12.5%0.51-31.7%
IVE
iShares S&P 500 Value ETF
0.8%12.6%0.5-37%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.8%12.8%0.5-36.9%
IUSV
iShares Core S&P U.S. Value ETF
0.75%12.7%0.5-37.5%
VTV
Vanguard Value Index Fund
0.69%11.8%0.46-36.8%
IWD
iShares Russell 1000 Value ETF
0.67%10%0.38-38.5%
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund
0.59%1.5%-0.27-20.6%
ESGU
iShares ESG Aware MSCI USA ETF
0.49%11.8%0.44-33.9%
PFF
iShares Preferred and Income Securities ETF
0.38%1.2%-0.09-34.1%
JPST
JPMorgan Ultra-Short Income ETF
0.38%2.5%-1.18-3.3%
IVV
iShares Core S&P 500 ETF
0.36%15.3%0.59-33.9%
SPY
SPDR S&P 500 ETF Trust
0.36%15.2%0.59-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.36%15.3%0.6-33.9%
VV
Vanguard Large Cap Index Fund
0.34%15.2%0.58-34.3%
JPST
JPMorgan Ultra-Short Income ETF
0.34%2.5%-1.18-3.3%
VOO
Vanguard 500 Index Fund
0.34%15.3%0.59-34%
IWB
iShares Russell 1000 ETF
0.33%14.8%0.57-34.6%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.31%14.4%0.55-35%
SCHX
Schwab U.S. Large-Cap ETF
0.31%15%0.58-34.3%
VTI
Vanguard Total Stock Market Index Fund
0.3%14.5%0.56-35%
SCHB
Schwab U.S. Broad Market ETF
0.29%14.5%0.55-35.3%
BIV
Vanguard Intermediate-Term Bond Index Fund
0.27%0.7%-0.45-18.9%
ACWI
iShares MSCI ACWI ETF
0.22%11.4%0.44-33.5%
RSP
Invesco S&P 500 Equal Weight ETF
0.21%12.1%0.45-39%
VT
Vanguard Total World Stock Index Fund
0.19%11.3%0.44-34.2%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.09%---
JPST
JPMorgan Ultra-Short Income ETF
0.08%2.5%-1.18-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.5%-1.18-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0%2.5%-1.18-3.3%

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。

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