持有The Charles Schwab Corporation(SCHW)的ETF

最後更新 2024-11-22

ETF列表

持有 The Charles Schwab Corporation(SCHW) 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
XLF	Financial Select Sector SPDR Fund	2.09%	15.3%	0.61	-25.8%
MOAT	VanEck Morningstar Wide Moat ETF	1.54%	13.5%	0.48	-33.3%
VFH	Vanguard Financials Index Fund	1.46%	13%	0.42	-44.4%
VWENX	Vanguard Wellington Fund Admiral Shares	1.19%	9.7%	0.44	-20.8%
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	0.95%	14.6%	0.57	-25.2%
VTV	Vanguard Value Index Fund	0.67%	12.7%	0.59	-17%
VVIAX	Vanguard Value Index Fd Admiral Shs	0.67%	13.9%	0.61	-17.1%
IVE	iShares S&P 500 Value ETF	0.63%	12.9%	0.59	-18.1%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.63%	13.1%	0.6	-17.9%
IUSV	iShares Core S&P U.S. Value ETF	0.6%	13%	0.59	-17.9%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	0.53%	14.3%	0.56	-32%
IWD	iShares Russell 1000 Value ETF	0.53%	11.3%	0.49	-19%
VWNAX	Vanguard Windsor II Fund Admiral Shares	0.5%	15.2%	0.64	-22.7%
VWNFX	Vanguard Windsor II Fund	0.49%	20.2%	0.84	-22.7%
SCHV	Schwab U.S. Large-Cap Value ETF	0.4%	9.9%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.38%	10.4%	0.36	-38.2%
00858	永豐美國500大	0.33%	16.3%	0.88	-20.8%
009806	台新標普500	0.31%	-	-	-
VV	Vanguard Large Cap Index Fund	0.3%	14.4%	0.6	-25.7%
SPY	SPDR S&P 500 ETF Trust	0.3%	14.8%	0.63	-24.5%
SPLG	SPDR Portfolio S&P 500 ETF	0.3%	17.6%	0.78	-24.5%
IVV	iShares Core S&P 500 ETF	0.3%	14.9%	0.63	-24.5%
VPMCX	Vanguard PrimeCap Fund	0.3%	19.3%	0.78	-25.2%
VLCAX	Vanguard Large Cap Index Fund Admiral Shs	0.3%	15.7%	0.63	-25.7%
VOO	Vanguard 500 Index Fund	0.29%	14.9%	0.64	-24.5%
VINIX	Vanguard Institutional Index Fund Institutional Shares	0.29%	15.9%	0.65	-24.5%
VFIAX	Vanguard 500 Index Fd Admiral Shs	0.29%	15.9%	0.65	-24.5%
SCHX	Schwab U.S. Large-Cap ETF	0.28%	14.2%	0.59	-25.4%
PFF	iShares Preferred and Income Securities ETF	0.27%	1.2%	-0.09	-34.1%
IWB	iShares Russell 1000 ETF	0.27%	14%	0.58	-25.2%
00646	元大S&P500	0.27%	16.2%	0.9	-19.6%
SCHB	Schwab U.S. Broad Market ETF	0.26%	13.7%	0.56	-25.4%
VTI	Vanguard Total Stock Market Index Fund	0.26%	13.7%	0.56	-25.4%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.26%	13.6%	0.56	-25.4%
VSMPX	Vanguard Total Stock Mkt Idx Instl Pls	0.26%	15.1%	0.6	-25.4%
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%
RSP	Invesco S&P 500 Equal Weight ETF	0.23%	10.5%	0.41	-21.4%
ESGU	iShares ESG Aware MSCI USA ETF	0.21%	11.8%	0.44	-33.9%
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%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.19%	-	-	-
ACWI	iShares MSCI ACWI ETF	0.19%	11.6%	0.48	-26.4%
VT	Vanguard Total World Stock Index Fund	0.16%	11.5%	0.47	-26.4%
VTWAX	Vanguard Total World Stock Index Fund Admiral Shares	0.16%	13.2%	0.54	-26.4%
VTWIX	Vanguard Total World Stock Index I	0.16%	13.2%	0.55	-26.4%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.1%	14.5%	0.53	-37.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.05%	16.2%	0.59	-32.7%
IWF	iShares Russell 1000 Growth ETF	0.05%	16%	0.59	-32.7%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.04%	15%	0.56	-33.7%
JPST	JPMorgan Ultra-Short Income ETF	0.01%	3.3%	-2.25	-0.8%
JPST	JPMorgan Ultra-Short Income ETF	0.01%	3.3%	-2.25	-0.8%

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。

The Charles Schwab Corporation (SCHW)

ETF列表

持有 The Charles Schwab Corporation(SCHW) 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。