CMS Energy Corporation(CMS) - ETFs Holding

Last updated 2024-12-21

ETF List

ETFs Holding CMS Energy Corporation(CMS). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLU	Utilities Select Sector SPDR Fund	1.66%	8.9%	0.29	-36.1%
DVY	iShares Select Dividend ETF	1.05%	8.5%	0.27	-41.6%
JEPI	JPMorgan Equity Premium Income ETF	0.54%	-	-	-
VOE	Vanguard Mid-Cap Value Index Fund	0.44%	8.9%	0.28	-43.2%
IWS	iShares Russell Mid-Cap Value ETF	0.28%	7.6%	0.26	-43.8%
VO	Vanguard Mid Cap Index Fund	0.24%	10.2%	0.33	-39.4%
ESGU	iShares ESG Aware MSCI USA ETF	0.21%	11.8%	0.44	-33.9%
USMV	iShares MSCI USA Min Vol Factor ETF	0.19%	8.4%	0.28	-33.1%
RSP	Invesco S&P 500 Equal Weight ETF	0.19%	10.7%	0.36	-39%
IWR	iShares Russell Mid-Cap ETF	0.17%	10%	0.33	-40.6%
DGRO	iShares Core Dividend Growth ETF	0.14%	10.5%	0.36	-35.1%
VIG	Vanguard Dividend Appreciation Index Fund	0.11%	11.7%	0.43	-31.7%
VYM	Vanguard High Dividend Yield Index Fund	0.11%	9.5%	0.32	-35.2%
IVE	iShares S&P 500 Value ETF	0.1%	10.4%	0.36	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.1%	10.6%	0.37	-36.9%
VTV	Vanguard Value Index Fund	0.09%	10%	0.34	-36.8%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.09%	0.7%	-0.46	-20.5%
PFF	iShares Preferred and Income Securities ETF	0.09%	1.2%	-0.09	-34.1%
IUSV	iShares Core S&P U.S. Value ETF	0.09%	12.3%	0.46	-37.5%
SCHV	Schwab U.S. Large-Cap Value ETF	0.09%	9.9%	0.34	-37.1%
IWD	iShares Russell 1000 Value ETF	0.08%	8.6%	0.28	-38.5%
VCLT	Vanguard Long-Term Corporate Bond Index Fund	0.08%	-1.7%	-0.3	-34.3%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.08%	15%	0.56	-33.7%
VONV	Vanguard Russell 1000 Value Index Fund	0.08%	10.4%	0.36	-38.2%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.06%	14.5%	0.53	-37.7%
IVV	iShares Core S&P 500 ETF	0.04%	14.8%	0.53	-33.9%
IWB	iShares Russell 1000 ETF	0.04%	14.4%	0.52	-34.6%
VV	Vanguard Large Cap Index Fund	0.04%	14.8%	0.53	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.04%	14.1%	0.5	-35.3%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.04%	-	-	-
SPY	SPDR S&P 500 ETF Trust	0.04%	14.6%	0.53	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.04%	14.8%	0.54	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.04%	14.6%	0.53	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.04%	14.1%	0.5	-35%
VOO	Vanguard 500 Index Fund	0.04%	14.8%	0.53	-34%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	14.1%	0.5	-35%
VT	Vanguard Total World Stock Index Fund	0.02%	10%	0.34	-34.2%
ACWI	iShares MSCI ACWI ETF	0.02%	11.5%	0.42	-33.5%

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

CMS Energy Corporation (CMS)

ETF List

ETFs Holding CMS Energy Corporation(CMS). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.