Eversource Energy(ES) - ETFs Holding

Last updated 2024-11-22

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 Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLU	Utilities Select Sector SPDR Fund	1.8%	8.9%	0.29	-36.1%
SDY	SPDR S&P Dividend ETF	1.25%	7.1%	0.21	-36.7%
DVY	iShares Select Dividend ETF	1.18%	8.5%	0.27	-41.6%
VOE	Vanguard Mid-Cap Value Index Fund	0.49%	8.9%	0.28	-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	0.26%	10.2%	0.33	-39.4%
DGRO	iShares Core Dividend Growth ETF	0.19%	10.5%	0.36	-35.1%
IWR	iShares Russell Mid-Cap ETF	0.17%	10%	0.33	-40.6%
RSP	Invesco S&P 500 Equal Weight ETF	0.17%	10.7%	0.36	-39%
VYM	Vanguard High Dividend Yield Index Fund	0.12%	9.5%	0.32	-35.2%
IVE	iShares S&P 500 Value ETF	0.1%	10.4%	0.36	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.1%	12.3%	0.46	-37.5%
VTV	Vanguard Value Index Fund	0.1%	10%	0.34	-36.8%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.1%	10.6%	0.37	-36.9%
SCHV	Schwab U.S. Large-Cap Value ETF	0.1%	9.9%	0.34	-37.1%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.09%	14.5%	0.53	-37.7%
VONV	Vanguard Russell 1000 Value Index Fund	0.09%	10.4%	0.36	-38.2%
IWD	iShares Russell 1000 Value ETF	0.08%	8.6%	0.28	-38.5%
SCHX	Schwab U.S. Large-Cap ETF	0.05%	14.6%	0.53	-34.3%
JPST	JPMorgan Ultra-Short Income ETF	0.05%	2.6%	-1.75	-3.3%
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%
SCHB	Schwab U.S. Broad Market ETF	0.04%	14.1%	0.5	-35.3%
VV	Vanguard Large Cap Index Fund	0.04%	14.8%	0.53	-34.3%
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%
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	0.04%	14.1%	0.5	-35%
VT	Vanguard Total World Stock Index Fund	0.03%	10%	0.34	-34.2%
ACWI	iShares MSCI ACWI ETF	0.03%	11.5%	0.42	-33.5%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.02%	-	-	-
JPST	JPMorgan Ultra-Short Income ETF	0.01%	2.6%	-1.75	-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.

Eversource Energy (ES)

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.