XLI | Industrial Select Sector SPDR Fund | 2.94% | 13.5% | 0.56 | -21.6% |
VDIGX | Vanguard Dividend Growth Fund Investor Shares | 1.89% | 11.2% | 0.48 | -16.2% |
VWENX | Vanguard Wellington Fund Admiral Shares | 0.99% | 9.7% | 0.44 | -20.8% |
VWELX | Vanguard Wellington Fund | 0.85% | 12.3% | 0.64 | -20.9% |
00983A | 主動中信ARK創新 | 0.68% | - | - | - |
VTV | Vanguard Value Index Fund | 0.57% | 12.7% | 0.59 | -17% |
VVIAX | Vanguard Value Index Fd Admiral Shs | 0.57% | 13.9% | 0.61 | -17.1% |
JEPI | JPMorgan Equity Premium Income ETF | 0.52% | 9.9% | 0.49 | -13.7% |
IWD | iShares Russell 1000 Value ETF | 0.51% | 11.3% | 0.49 | -19% |
009806 | 台新標普500 | 0.49% | - | - | - |
VEIPX | Vanguard Equity Income Fund | 0.47% | 17.8% | 0.78 | -15.2% |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.44% | 9.9% | 0.34 | -37.1% |
VONV | Vanguard Russell 1000 Value Index Fund | 0.41% | 10.4% | 0.36 | -38.2% |
00737 | 國泰AI機器人 | 0.36% | 4.2% | 0.23 | -35.1% |
00858 | 永豐美國500大 | 0.34% | 16.3% | 0.88 | -20.8% |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 0.32% | - | - | - |
IVE | iShares S&P 500 Value ETF | 0.3% | 12.9% | 0.59 | -18.1% |
SPYV | SPDR Portfolio S&P 500 Value ETF | 0.3% | 13.1% | 0.6 | -17.9% |
IUSV | iShares Core S&P U.S. Value ETF | 0.29% | 13% | 0.59 | -17.9% |
VWNAX | Vanguard Windsor II Fund Admiral Shares | 0.29% | 15.2% | 0.64 | -22.7% |
ESGU | iShares ESG Aware MSCI USA ETF | 0.27% | 11.8% | 0.44 | -33.9% |
SPLG | SPDR Portfolio S&P 500 ETF | 0.26% | 17.6% | 0.78 | -24.5% |
IVV | iShares Core S&P 500 ETF | 0.26% | 14.9% | 0.63 | -24.5% |
SPY | SPDR S&P 500 ETF Trust | 0.26% | 14.8% | 0.63 | -24.5% |
VV | Vanguard Large Cap Index Fund | 0.25% | 14.4% | 0.6 | -25.7% |
VOO | Vanguard 500 Index Fund | 0.25% | 14.9% | 0.64 | -24.5% |
VINIX | Vanguard Institutional Index Fund Institutional Shares | 0.25% | 15.9% | 0.65 | -24.5% |
VFIAX | Vanguard 500 Index Fd Admiral Shs | 0.25% | 15.9% | 0.65 | -24.5% |
VLCAX | Vanguard Large Cap Index Fund Admiral Shs | 0.25% | 15.7% | 0.63 | -25.7% |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.24% | - | - | - |
SCHX | Schwab U.S. Large-Cap ETF | 0.24% | 14.2% | 0.59 | -25.4% |
FNDX | Schwab Fundamental U.S. Large Company Index ETF | 0.24% | 14.5% | 0.53 | -37.7% |
VIIIX | Vanguard Institutional Index Fund | 0.24% | 20.6% | 0.85 | -24.5% |
VFINX | Vanguard 500 Index Fund | 0.24% | 20.5% | 0.84 | -24.6% |
SCHB | Schwab U.S. Broad Market ETF | 0.23% | 13.7% | 0.56 | -25.4% |
IWB | iShares Russell 1000 ETF | 0.23% | 14% | 0.58 | -25.2% |
VTI | Vanguard Total Stock Market Index Fund | 0.22% | 13.7% | 0.56 | -25.4% |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.22% | 13.6% | 0.56 | -25.4% |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | 0.22% | 15.1% | 0.6 | -25.4% |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.21% | 15.7% | 0.58 | -32.7% |
VOOG | Vanguard S&P 500 Growth Index Fund | 0.21% | 17.3% | 0.6 | -32.7% |
RSP | Invesco S&P 500 Equal Weight ETF | 0.21% | 10.5% | 0.41 | -21.4% |
IVW | iShares S&P 500 Growth ETF | 0.21% | 15.6% | 0.57 | -32.7% |
VITSX | Vanguard Total Stock Market Index Fund | 0.21% | 20.2% | 0.82 | -25.4% |
VTSAX | Vanguard Total Stock Market Index Fund | 0.21% | 20.2% | 0.81 | -25.4% |
VBIAX | Vanguard Balanced Index Fund Admiral Shares | 0.21% | 8.9% | 0.38 | -21.5% |
VBINX | Vanguard Balanced Index Fund | 0.21% | 11.6% | 0.59 | -21.6% |
VBAIX | Vanguard Balanced Index Fund Institutional Shares | 0.21% | 8.9% | 0.38 | -21.5% |
IUSG | iShares Core S&P U.S. Growth ETF | 0.2% | 15.3% | 0.57 | -32.2% |
00646 | 元大S&P500 | 0.2% | 16.2% | 0.9 | -19.6% |
ACWI | iShares MSCI ACWI ETF | 0.16% | 11.6% | 0.48 | -26.4% |
00924 | 復華S&P500成長 | 0.16% | - | - | - |
VT | Vanguard Total World Stock Index Fund | 0.13% | 11.5% | 0.47 | -26.4% |
VTWAX | Vanguard Total World Stock Index Fund Admiral Shares | 0.13% | 13.2% | 0.54 | -26.4% |
VTWIX | Vanguard Total World Stock Index I | 0.13% | 13.2% | 0.55 | -26.4% |
JPST | JPMorgan Ultra-Short Income ETF | 0.12% | 3.3% | -2.25 | -0.8% |
VWNFX | Vanguard Windsor II Fund | 0.12% | 20.2% | 0.84 | -22.7% |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.07% | 15% | 0.56 | -33.7% |
VPMAX | Vanguard PRIMECAP Fund Admiral Shares | 0.05% | 14.6% | 0.57 | -25.2% |
VPMCX | Vanguard PrimeCap Fund | 0.04% | 19.3% | 0.78 | -25.2% |