MyETFPortfolio
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
DGRO iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 20% |
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 30% |
XLK Technology Select Sector SPDR Fund | Technology Equities | 50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MyETFPortfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Jun 12, 2014, corresponding to the inception date of DGRO
Returns By Period
As of Apr 20, 2025, the MyETFPortfolio returned -11.17% Year-To-Date and 14.39% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| MyETFPortfolio | -13.42% | -8.71% | -13.99% | 2.14% | 16.32% | 14.73% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | -6.12% | -8.23% | -10.14% | 3.31% | 13.20% | 10.23% |
DGRO iShares Core Dividend Growth ETF | -4.61% | -5.67% | -7.87% | 6.89% | 13.23% | 10.76% |
XLK Technology Select Sector SPDR Fund | -16.91% | -9.46% | -16.19% | 0.87% | 18.08% | 17.79% |
Monthly Returns
The table below presents the monthly returns of MyETFPortfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.26% | -0.97% | -6.26% | -6.98% | -13.42% | ||||||||
| 2024 | 2.03% | 3.96% | 1.90% | -5.25% | 5.57% | 5.46% | -0.65% | 1.31% | 2.17% | -1.18% | 5.02% | -2.14% | 19.07% |
| 2023 | 6.42% | -0.96% | 6.57% | 0.00% | 4.32% | 5.84% | 3.00% | -1.62% | -5.69% | -1.09% | 10.83% | 4.68% | 35.97% |
| 2022 | -5.50% | -3.92% | 3.13% | -8.71% | 0.69% | -8.60% | 10.10% | -5.04% | -10.38% | 8.88% | 6.52% | -6.38% | -19.95% |
| 2021 | -0.96% | 2.55% | 4.15% | 4.24% | 0.40% | 4.00% | 3.00% | 3.06% | -5.19% | 7.02% | 2.26% | 4.54% | 32.55% |
| 2020 | 1.67% | -8.07% | -10.03% | 13.15% | 5.85% | 4.28% | 5.40% | 9.44% | -4.38% | -3.49% | 11.87% | 4.67% | 30.90% |
| 2019 | 6.57% | 5.58% | 3.26% | 5.10% | -7.89% | 8.17% | 2.67% | -1.45% | 2.39% | 2.92% | 4.39% | 3.52% | 40.18% |
| 2018 | 5.95% | -2.44% | -3.20% | -0.27% | 4.55% | 0.05% | 3.25% | 4.81% | 0.41% | -7.01% | 0.43% | -8.29% | -2.86% |
| 2017 | 1.93% | 4.26% | 1.21% | 1.32% | 2.82% | -1.31% | 3.06% | 1.65% | 1.69% | 4.92% | 2.66% | 1.05% | 28.22% |
| 2016 | -3.23% | 0.03% | 7.59% | -2.44% | 3.21% | 0.34% | 5.03% | 0.48% | 0.98% | -1.11% | 1.92% | 2.16% | 15.46% |
| 2015 | -3.42% | 6.64% | -2.75% | 1.65% | 1.34% | -3.56% | 2.05% | -5.52% | -1.24% | 9.51% | 0.46% | -1.62% | 2.55% |
| 2014 | 1.55% | -0.14% | 3.46% | -0.51% | 1.97% | 3.90% | -1.30% | 9.15% |
Expense Ratio
MyETFPortfolio has an expense ratio of 0.10%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MyETFPortfolio is 15, meaning it’s performing worse than 85% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 0.27 | 0.48 | 1.07 | 0.27 | 1.05 |
DGRO iShares Core Dividend Growth ETF | 0.54 | 0.84 | 1.12 | 0.56 | 2.57 |
XLK Technology Select Sector SPDR Fund | -0.13 | 0.03 | 1.00 | -0.15 | -0.51 |
Dividends
Dividend yield
MyETFPortfolio provided a 2.11% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.11% | 1.87% | 1.92% | 2.00% | 1.54% | 1.87% | 1.91% | 2.21% | 1.88% | 2.19% | 2.29% | 1.86% |
| Portfolio components: | ||||||||||||
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
DGRO iShares Core Dividend Growth ETF | 2.38% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
XLK Technology Select Sector SPDR Fund | 0.81% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MyETFPortfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MyETFPortfolio was 32.12%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.
The current MyETFPortfolio drawdown is 14.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.12% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -27.6% | Dec 28, 2021 | 200 | Oct 12, 2022 | 189 | Jul 17, 2023 | 389 |
| -21.89% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -20.48% | Oct 4, 2018 | 56 | Dec 24, 2018 | 66 | Apr 1, 2019 | 122 |
| -12.93% | May 22, 2015 | 66 | Aug 25, 2015 | 42 | Oct 23, 2015 | 108 |
Volatility
Volatility Chart
The current MyETFPortfolio volatility is 15.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| XLK | SCHD | DGRO | |
|---|---|---|---|
| XLK | 1.00 | 0.65 | 0.73 |
| SCHD | 0.65 | 1.00 | 0.94 |
| DGRO | 0.73 | 0.94 | 1.00 |