Last updated 2024-11-04

ETF List

ETFs Holding Eversource Energy(ES). 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
XLU
Utilities Select Sector SPDR Fund
1.91%7.9%0.25-36.1%
SDY
SPDR S&P Dividend ETF
1.34%8.4%0.28-36.7%
DVY
iShares Select Dividend ETF
1.32%9.1%0.3-41.6%
VOE
Vanguard Mid-Cap Value Index Fund
0.58%8.6%0.29-43.2%
IWS
iShares Russell Mid-Cap Value ETF
0.45%7.6%0.26-43.8%
ESGU
iShares ESG Aware MSCI USA ETF
0.33%11.8%0.44-33.9%
VO
Vanguard Mid Cap Index Fund
0.29%10.7%0.36-39.4%
DGRO
iShares Core Dividend Growth ETF
0.22%11.6%0.43-35.1%
IWR
iShares Russell Mid-Cap ETF
0.19%10.5%0.35-40.6%
RSP
Invesco S&P 500 Equal Weight ETF
0.18%11.6%0.41-39%
VYM
Vanguard High Dividend Yield Index Fund
0.14%10.5%0.38-35.2%
IVE
iShares S&P 500 Value ETF
0.11%11.7%0.43-37%
VTV
Vanguard Value Index Fund
0.11%11.2%0.41-36.8%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.11%11.8%0.43-36.9%
IUSV
iShares Core S&P U.S. Value ETF
0.1%11.7%0.43-37.5%
IWD
iShares Russell 1000 Value ETF
0.09%9.6%0.33-38.5%
IVV
iShares Core S&P 500 ETF
0.05%15.1%0.56-33.9%
VV
Vanguard Large Cap Index Fund
0.05%15%0.55-34.3%
SPY
SPDR S&P 500 ETF Trust
0.05%15%0.56-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.05%15.1%0.56-33.9%
SCHX
Schwab U.S. Large-Cap ETF
0.05%14.9%0.55-34.3%
VOO
Vanguard 500 Index Fund
0.05%15.1%0.56-34%
JPST
JPMorgan Ultra-Short Income ETF
0.05%2.6%-1.57-3.3%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.04%14.3%0.52-35%
IWB
iShares Russell 1000 ETF
0.04%14.7%0.54-34.6%
SCHB
Schwab U.S. Broad Market ETF
0.04%14.4%0.52-35.2%
VTI
Vanguard Total Stock Market Index Fund
0.04%14.4%0.52-35%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.03%---
ACWI
iShares MSCI ACWI ETF
0.03%10.9%0.39-33.5%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.6%-1.57-3.3%

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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