持有United Parcel Service, Inc.(UPS)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
SCHD	Schwab U.S. Dividend Equity ETF	3.79%	12.2%	0.45	-33.4%
XLI	Industrial Select Sector SPDR Fund	2.37%	12.3%	0.42	-42.3%
HDV	iShares Core High Dividend ETF	2.34%	6.8%	0.23	-37%
DGRO	iShares Core Dividend Growth ETF	1.15%	11.5%	0.42	-35.1%
JEPI	JPMorgan Equity Premium Income ETF	0.85%	-	-	-
VYM	Vanguard High Dividend Yield Index Fund	0.56%	10.4%	0.37	-35.2%
IVE	iShares S&P 500 Value ETF	0.47%	11.6%	0.42	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.47%	11.8%	0.43	-36.9%
VTV	Vanguard Value Index Fund	0.46%	11.1%	0.4	-36.8%
IUSV	iShares Core S&P U.S. Value ETF	0.44%	11.7%	0.42	-37.5%
IWD	iShares Russell 1000 Value ETF	0.39%	9.5%	0.32	-38.5%
ESGU	iShares ESG Aware MSCI USA ETF	0.29%	11.8%	0.44	-33.9%
RSP	Invesco S&P 500 Equal Weight ETF	0.21%	11.6%	0.4	-39%
VV	Vanguard Large Cap Index Fund	0.21%	15%	0.55	-34.3%
VOO	Vanguard 500 Index Fund	0.21%	15%	0.55	-34%
IVV	iShares Core S&P 500 ETF	0.2%	15%	0.55	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.2%	14.9%	0.55	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.2%	15.1%	0.56	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.19%	14.8%	0.54	-34.3%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.18%	14.3%	0.52	-35%
IWB	iShares Russell 1000 ETF	0.18%	14.6%	0.53	-34.6%
VTI	Vanguard Total Stock Market Index Fund	0.18%	14.3%	0.52	-35%
SCHB	Schwab U.S. Broad Market ETF	0.17%	14.3%	0.52	-35.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.13%	-	-	-
VT	Vanguard Total World Stock Index Fund	0.11%	10.8%	0.38	-34.2%

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