持有Essential Utilities, Inc.(WTRG)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
SDY	SPDR S&P Dividend ETF	0.55%	8.4%	0.27	-36.7%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.34%	1%	-0.41	-20.5%
IJH	iShares Core S&P Mid-Cap ETF	0.33%	11%	0.36	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.33%	10.8%	0.35	-42.2%
VBR	Vanguard Small Cap Value Index Fund	0.28%	10.6%	0.34	-45.3%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.19%	0.1%	-0.63	-18.9%
VB	Vanguard Small Cap Index Fund	0.16%	9.9%	0.32	-42%
VXF	Vanguard Extended Market Index Fund	0.14%	10.3%	0.33	-41.7%
BND	Vanguard Total Bond Market Index Fund	0.11%	-0.2%	-0.65	-18.6%
IWR	iShares Russell Mid-Cap ETF	0.08%	10.6%	0.35	-40.6%
DGRO	iShares Core Dividend Growth ETF	0.07%	11.5%	0.42	-35.1%
VYM	Vanguard High Dividend Yield Index Fund	0.06%	10.4%	0.37	-35.2%
VIG	Vanguard Dividend Appreciation Index Fund	0.05%	12.2%	0.46	-31.7%
IWD	iShares Russell 1000 Value ETF	0.04%	9.5%	0.32	-38.5%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.3%	0.52	-35%
IWB	iShares Russell 1000 ETF	0.02%	14.6%	0.53	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.02%	14.3%	0.52	-35.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.02%	-	-	-
IUSV	iShares Core S&P U.S. Value ETF	0.02%	11.7%	0.42	-37.5%
SCHX	Schwab U.S. Large-Cap ETF	0.02%	14.8%	0.54	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.3%	0.52	-35%
IUSG	iShares Core S&P U.S. Growth ETF	0.02%	16.6%	0.57	-32.3%
VT	Vanguard Total World Stock Index Fund	0.01%	10.8%	0.38	-34.2%

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