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SHRYVOO
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SHRY vs S&P 500

3Y$48.29 · +1.0% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+66.2%S&P 500 +81.6%Nov 2, 2023Nov 9, 2026
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return+1.0%+6.1%+2.9%+16.5%+20.2%+66.2%+54.9%+181.1%
Peer average————————
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
First Trust SHRY and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
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Cards for This View

SHRY’s Top 10 Holdings

Today
34.8%of SHRY sits in these 10
1PYPLPayPal5.18%
2HIGThe Hartford Insurance Group4.22%
3PAYXPaychex3.54%
4TMUST-Mobile US3.41%
5UPSUnited Parcel Service, ()3.35%
6METMetLife3.32%
7ALLThe Allstate3.06%
8ADBEAdobe Incorporated2.98%
9MOAltria Group2.90%
10AMPAmeriprise Financial2.88%
First Trust SHRY · weight in the fund · as of Nov 9, 2026
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SHRY vs Peer Average

YTD
SHRYAvsBPeer average
1D+1.0%[…]
1M+6.1%[…]
3M+2.9%[…]
YTD+16.5%[…]
1Y+20.2%[…]
3Y+66.2%[…]
5Y+54.9%[…]
0–0level
0 peers · each row scaled to its leader
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