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@liam · Fateful 8 ETFsS&P 500
Performance overlay
@liam · Fateful 8 ETFs+0.4%
+70.3 pts ahead
Range+0.43%
| Metric | @liam · Fateful 8 ETFs | S&P 500 |
|---|---|---|
| Performance | ||
| CAGR | +4.3% | +11.3% |
| Since inception | +0.4% | +70.7% |
| 1Y return | — | +20.2% |
| YTD return | +0.4% | +9.3% |
| Risk | ||
| Max drawdown | -2.7% | -25.4% |
| Volatility | +11.2% | +17.2% |
| Beta | — | — |
| Sharpe | 0.41 | 0.71 |
| Valuation | ||
| Blended P/E | — | 26.81 |
| Dividend yield | +1.4% | +1.0% |
| Composition | ||
| Holdings | 8 | — |
| Top-3 concentration | +76.0% | — |
| Turnover | +33.5% | — |
| Avg market cap | $57B | — |
Top holdings · % of entity
| Symbol | @liam · Fateful 8 ETFs |
|---|---|
| AVUS | 33.1% |
| VTI | 33.0% |
| AVUV | 9.9% |
| VEA | 7.0% |
| AVDV | 5.9% |
| AVES | 3.9% |
| FLCH | 3.7% |
| VWO | 3.5% |