最後更新 2025-02-21

ETF列表

持有 The Southern Company(SO) 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
7.75%8.9%0.29-36.1%
SDY
SPDR S&P Dividend ETF
1.49%8.3%0.26-34.6%
JEPI
JPMorgan Equity Premium Income ETF
1.41%---
HDV
iShares Core High Dividend ETF
1.36%6.8%0.23-37%
USMV
iShares MSCI USA Min Vol Factor ETF
1.29%8.6%0.29-31.3%
DGRO
iShares Core Dividend Growth ETF
0.79%11.9%0.43-32.2%
VYM
Vanguard High Dividend Yield Index Fund
0.51%12.1%0.44-30.4%
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
0.51%12%0.44-30.3%
IUSV
iShares Core S&P U.S. Value ETF
0.41%12.3%0.46-37.5%
VTV
Vanguard Value Index Fund
0.41%12.2%0.45-31.9%
SCHV
Schwab U.S. Large-Cap Value ETF
0.41%9.9%0.34-37.1%
VVIAX
Vanguard Value Index Fd Admiral Shs
0.41%12.2%0.45-31.9%
VONV
Vanguard Russell 1000 Value Index Fund
0.4%10.4%0.36-38.2%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.39%12%0.43-34.3%
IVE
iShares S&P 500 Value ETF
0.38%11.8%0.42-34.5%
IWD
iShares Russell 1000 Value ETF
0.38%10.6%0.36-34.2%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
0.33%---
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.28%14.5%0.53-37.7%
PFF
iShares Preferred and Income Securities ETF
0.23%1.2%-0.09-34.1%
RSP
Invesco S&P 500 Equal Weight ETF
0.22%12.3%0.42-34.3%
SPY
SPDR S&P 500 ETF Trust
0.19%15.7%0.58-28.3%
SPLG
SPDR Portfolio S&P 500 ETF
0.19%15.5%0.57-30.6%
SCHX
Schwab U.S. Large-Cap ETF
0.19%15.2%0.55-31.1%
IVV
iShares Core S&P 500 ETF
0.19%15.7%0.58-28.6%
SCHB
Schwab U.S. Broad Market ETF
0.18%14.7%0.53-32.2%
VV
Vanguard Large Cap Index Fund
0.18%15.7%0.57-28.9%
VOO
Vanguard 500 Index Fund
0.18%15.8%0.58-28.6%
VIIIX
Vanguard Institutional Index Fund
0.18%15.8%0.58-28.4%
VINIX
Vanguard Institutional Index Fund Institutional Shares
0.18%15.7%0.58-28.4%
VFINX
Vanguard 500 Index Fund
0.18%15.6%0.57-28.5%
VFIAX
Vanguard 500 Index Fd Admiral Shs
0.18%15.7%0.58-28.5%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.17%14.9%0.54-29.7%
IWB
iShares Russell 1000 ETF
0.17%15%0.54-31.4%
JPST
JPMorgan Ultra-Short Income ETF
0.16%2.8%-1.62-3.3%
VTI
Vanguard Total Stock Market Index Fund
0.16%15%0.54-29.7%
VITSX
Vanguard Total Stock Market Index Fund
0.16%15%0.54-29.7%
VTSAX
Vanguard Total Stock Market Index Fund
0.16%14.9%0.54-29.7%
VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
0.16%15%0.54-29.7%
VBIAX
Vanguard Balanced Index Fund Admiral Shares
0.16%8.8%0.35-21.5%
VBINX
Vanguard Balanced Index Fund
0.16%8.6%0.34-21.6%
VBAIX
Vanguard Balanced Index Fund Institutional Shares
0.16%8.8%0.35-21.5%
PFF
iShares Preferred and Income Securities ETF
0.14%1.2%-0.09-34.1%
ACWI
iShares MSCI ACWI ETF
0.12%11.5%0.42-33.5%
VT
Vanguard Total World Stock Index Fund
0.1%11.6%0.42-30.8%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.08%15%0.56-33.7%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.05%---
JPST
JPMorgan Ultra-Short Income ETF
0.02%2.8%-1.62-3.3%

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。

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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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