最後更新 2024-12-22

ETF列表

持有 Welltower Inc.(WELL) 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
VNQ
Vanguard Real Estate Index Fund
4.57%3.2%0.07-42.4%
VOT
Vanguard Mid-Cap Growth Index Fund
2.03%11.1%0.36-37.2%
VO
Vanguard Mid Cap Index Fund
0.95%10.2%0.33-39.4%
IWS
iShares Russell Mid-Cap Value ETF
0.49%7.6%0.26-43.8%
USMV
iShares MSCI USA Min Vol Factor ETF
0.46%8.4%0.28-33.1%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.36%10.6%0.37-36.9%
IVE
iShares S&P 500 Value ETF
0.35%10.4%0.36-37%
IUSV
iShares Core S&P U.S. Value ETF
0.33%12.3%0.46-37.5%
VONV
Vanguard Russell 1000 Value Index Fund
0.33%10.4%0.36-38.2%
VUG
Vanguard Growth Index Fund
0.32%18.9%0.63-35.6%
ESGU
iShares ESG Aware MSCI USA ETF
0.32%11.8%0.44-33.9%
SCHV
Schwab U.S. Large-Cap Value ETF
0.31%9.9%0.34-37.1%
IWD
iShares Russell 1000 Value ETF
0.3%8.6%0.28-38.5%
RSP
Invesco S&P 500 Equal Weight ETF
0.2%10.7%0.36-39%
VV
Vanguard Large Cap Index Fund
0.17%14.8%0.53-34.3%
IUSV
iShares Core S&P U.S. Value ETF
0.16%12.3%0.46-37.5%
VOO
Vanguard 500 Index Fund
0.16%14.8%0.53-34%
JEPI
JPMorgan Equity Premium Income ETF
0.16%---
SCHB
Schwab U.S. Broad Market ETF
0.14%14.1%0.5-35.3%
IVV
iShares Core S&P 500 ETF
0.14%14.8%0.53-33.9%
IWB
iShares Russell 1000 ETF
0.14%14.4%0.52-34.6%
SPY
SPDR S&P 500 ETF Trust
0.14%14.7%0.54-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.14%14.8%0.54-33.9%
SCHX
Schwab U.S. Large-Cap ETF
0.14%14.6%0.53-34.3%
VTI
Vanguard Total Stock Market Index Fund
0.14%14.1%0.5-35%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.12%14.1%0.5-35%
ACWI
iShares MSCI ACWI ETF
0.1%11.5%0.42-33.5%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.1%14.5%0.53-37.7%
VT
Vanguard Total World Stock Index Fund
0.09%10.1%0.35-34.2%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.09%15%0.56-33.7%

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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