Last updated 2024-11-21

ETF List

ETFs Holding Equitable Holdings, Inc.(EQH). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF TickerETF NameRatioFive-Year
Annualized Return
Five-Year
Sharpe Ratio
Five-Year
Maximum Drawdown
RDVY
First Trust Rising Dividend Achievers ETF
2.1%14.8%0.5-40.6%
MDY
SPDR S&P MIDCAP 400 ETF Trust
0.49%11.7%0.39-42.2%
VBR
Vanguard Small Cap Value Index Fund
0.43%11.7%0.38-45.3%
IWP
iShares Russell Mid-Cap Growth ETF
0.41%12.3%0.4-38.6%
SCHM
Schwab U.S. Mid-Cap ETF
0.31%9.8%0.32-42.4%
JPST
JPMorgan Ultra-Short Income ETF
0.25%2.7%-1.61-3.3%
VB
Vanguard Small Cap Index Fund
0.24%10.9%0.36-42%
VXF
Vanguard Extended Market Index Fund
0.2%11.5%0.37-41.7%
VFH
Vanguard Financials Index Fund
0.2%12.9%0.42-44.4%
IWR
iShares Russell Mid-Cap ETF
0.12%11.2%0.38-40.6%
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
0.12%14.3%0.56-32%
BND
Vanguard Total Bond Market Index Fund
0.1%-0.3%-0.66-18.6%
VYM
Vanguard High Dividend Yield Index Fund
0.08%10.9%0.4-35.2%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.08%---
DGRO
iShares Core Dividend Growth ETF
0.07%12.3%0.45-35.1%
SCHV
Schwab U.S. Large-Cap Value ETF
0.06%9.7%0.34-37.1%
IWF
iShares Russell 1000 Growth ETF
0.05%19.4%0.66-32.7%
VONG
Vanguard Russell 1000 Growth Index Fund
0.05%19.4%0.67-32.7%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.05%14.5%0.53-37.7%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.03%14.9%0.54-35%
IWB
iShares Russell 1000 ETF
0.03%15.2%0.56-34.6%
SCHX
Schwab U.S. Large-Cap ETF
0.03%15.4%0.57-34.3%
VTI
Vanguard Total Stock Market Index Fund
0.03%14.9%0.54-35%
SCHB
Schwab U.S. Broad Market ETF
0.02%14.9%0.54-35.2%
VT
Vanguard Total World Stock Index Fund
0.02%11.1%0.4-34.2%
ACWI
iShares MSCI ACWI ETF
0.02%11.5%0.42-33.5%
IUSV
iShares Core S&P U.S. Value ETF
0.01%12.1%0.44-37.5%
IUSG
iShares Core S&P U.S. Growth ETF
0.01%17.3%0.6-32.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.61-3.3%
IJH
iShares Core S&P Mid-Cap ETF
0%12.3%0.41-42.2%

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.

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