最後更新 2024-02-06

ETF列表

持有 Principal Financial Group, Inc.(PFG) 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
DVY
iShares Select Dividend ETF
0.97%9%0.3-41.6%
VOE
Vanguard Mid-Cap Value Index Fund
0.51%8.6%0.29-43.2%
IWS
iShares Russell Mid-Cap Value ETF
0.35%7.6%0.26-43.8%
XLF
Financial Select Sector SPDR Fund
0.32%11.7%0.38-42.9%
JPST
JPMorgan Ultra-Short Income ETF
0.28%2.3%-1.86-3.3%
VO
Vanguard Mid Cap Index Fund
0.27%10.6%0.36-39.4%
RSP
Invesco S&P 500 Equal Weight ETF
0.21%11.9%0.41-39%
IWR
iShares Russell Mid-Cap ETF
0.18%10.5%0.35-40.6%
DGRO
iShares Core Dividend Growth ETF
0.15%12.1%0.44-35.1%
VYM
Vanguard High Dividend Yield Index Fund
0.12%10.6%0.38-35.2%
VIG
Vanguard Dividend Appreciation Index Fund
0.11%12.6%0.48-31.7%
VTV
Vanguard Value Index Fund
0.1%11.5%0.42-36.8%
IWD
iShares Russell 1000 Value ETF
0.09%9.9%0.34-38.5%
IVE
iShares S&P 500 Value ETF
0.09%12.9%0.48-37%
IUSV
iShares Core S&P U.S. Value ETF
0.09%11.4%0.4-37.5%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.09%13%0.48-36.9%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.07%---%
JPST
JPMorgan Ultra-Short Income ETF
0.06%2.3%-1.86-3.3%
VV
Vanguard Large Cap Index Fund
0.05%14.9%0.55-34.3%
00646
元大S&P500
0.04%15.3%0.83-34.3%
IVV
iShares Core S&P 500 ETF
0.04%15%0.55-33.9%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.04%14.1%0.51-35%
IWB
iShares Russell 1000 ETF
0.04%14.5%0.53-34.6%
SCHB
Schwab U.S. Broad Market ETF
0.04%14.2%0.52-35.3%
SPY
SPDR S&P 500 ETF Trust
0.04%14.9%0.56-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.04%15%0.55-33.9%
SCHX
Schwab U.S. Large-Cap ETF
0.04%14.8%0.54-34.3%
VTI
Vanguard Total Stock Market Index Fund
0.04%14.2%0.52-35%
VOO
Vanguard 500 Index Fund
0.04%15%0.55-34%
ACWI
iShares MSCI ACWI ETF
0.03%11.3%0.41-33.5%
VT
Vanguard Total World Stock Index Fund
0.03%11.3%0.41-34.2%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.3%-1.86-3.3%

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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