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ETF列表

持有 United Parcel Service, Inc.(UPS) 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
SCHD
Schwab U.S. Dividend Equity ETF
3.79%11%0.39-33.4%
HDV
iShares Core High Dividend ETF
2.34%6.8%0.23-37%
XLI
Industrial Select Sector SPDR Fund
2.24%12%0.4-42.3%
MOAT
VanEck Morningstar Wide Moat ETF
1.25%13.5%0.48-33.3%
DGRO
iShares Core Dividend Growth ETF
1.06%10.5%0.36-35.1%
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
1.03%14.3%0.56-32%
JEPI
JPMorgan Equity Premium Income ETF
0.82%---
VYM
Vanguard High Dividend Yield Index Fund
0.54%9.7%0.33-35.2%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.45%10.6%0.37-36.9%
VTV
Vanguard Value Index Fund
0.44%10%0.34-36.8%
IVE
iShares S&P 500 Value ETF
0.44%10.4%0.36-37%
IUSV
iShares Core S&P U.S. Value ETF
0.41%12.3%0.46-37.5%
SCHV
Schwab U.S. Large-Cap Value ETF
0.41%9.9%0.34-37.1%
VONV
Vanguard Russell 1000 Value Index Fund
0.39%10.4%0.36-38.2%
IWD
iShares Russell 1000 Value ETF
0.36%8.6%0.28-38.5%
ESGU
iShares ESG Aware MSCI USA ETF
0.29%11.8%0.44-33.9%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.29%14.5%0.53-37.7%
VV
Vanguard Large Cap Index Fund
0.2%14.8%0.53-34.3%
VOO
Vanguard 500 Index Fund
0.2%14.8%0.53-34%
RSP
Invesco S&P 500 Equal Weight ETF
0.2%10.7%0.36-39%
SCHX
Schwab U.S. Large-Cap ETF
0.19%14.6%0.53-34.3%
IVV
iShares Core S&P 500 ETF
0.18%14.8%0.53-33.9%
SPY
SPDR S&P 500 ETF Trust
0.18%14.7%0.54-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.18%14.8%0.54-33.9%
IWB
iShares Russell 1000 ETF
0.17%14.4%0.52-34.6%
SCHB
Schwab U.S. Broad Market ETF
0.17%14.1%0.5-35.3%
VTI
Vanguard Total Stock Market Index Fund
0.17%14.1%0.5-35%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.16%14.1%0.5-35%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
0.15%---
DFAC
Dimensional U.S. Core Equity 2 ETF
0.12%---
ACWI
iShares MSCI ACWI ETF
0.12%11.5%0.42-33.5%
VT
Vanguard Total World Stock Index Fund
0.11%10.1%0.35-34.2%

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。

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