Last updated 2024-11-20

ETF List

ETFs Holding Evergy, Inc.(EVRG). 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
1.2%8.4%0.27-36.1%
SDY
SPDR S&P Dividend ETF
0.84%8.8%0.29-36.7%
SCHM
Schwab U.S. Mid-Cap ETF
0.33%9.7%0.32-42.4%
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund
0.29%0.9%-0.42-20.5%
BIV
Vanguard Intermediate-Term Bond Index Fund
0.26%--0.65-18.9%
HDV
iShares Core High Dividend ETF
0.25%6.8%0.23-37%
IWS
iShares Russell Mid-Cap Value ETF
0.21%7.6%0.26-43.8%
VBR
Vanguard Small Cap Value Index Fund
0.2%11.7%0.38-45.3%
RSP
Invesco S&P 500 Equal Weight ETF
0.2%12.1%0.42-39%
BIV
Vanguard Intermediate-Term Bond Index Fund
0.19%--0.65-18.9%
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund
0.17%0.9%-0.42-20.5%
VOE
Vanguard Mid-Cap Value Index Fund
0.15%10.6%0.36-43.2%
IWR
iShares Russell Mid-Cap ETF
0.11%11.2%0.38-40.6%
VB
Vanguard Small Cap Index Fund
0.11%10.9%0.35-42%
VYM
Vanguard High Dividend Yield Index Fund
0.08%11%0.4-35.2%
VO
Vanguard Mid Cap Index Fund
0.08%11.5%0.39-39.4%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.08%14.9%0.55-33.7%
IVE
iShares S&P 500 Value ETF
0.07%12%0.43-37%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.07%12.2%0.45-36.9%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.07%14.5%0.53-37.7%
IUSV
iShares Core S&P U.S. Value ETF
0.06%12.1%0.44-37.5%
SCHV
Schwab U.S. Large-Cap Value ETF
0.06%9.8%0.33-37.1%
IWD
iShares Russell 1000 Value ETF
0.05%10.1%0.35-38.5%
VONV
Vanguard Russell 1000 Value Index Fund
0.05%10.3%0.35-38.2%
IVV
iShares Core S&P 500 ETF
0.03%15.6%0.57-33.9%
VTV
Vanguard Value Index Fund
0.03%11.5%0.42-36.8%
IWB
iShares Russell 1000 ETF
0.03%15.2%0.56-34.6%
SCHB
Schwab U.S. Broad Market ETF
0.03%15%0.54-35.2%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.03%---
SPY
SPDR S&P 500 ETF Trust
0.03%15.5%0.58-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.03%15.6%0.58-33.9%
SCHX
Schwab U.S. Large-Cap ETF
0.03%15.4%0.56-34.3%
VOO
Vanguard 500 Index Fund
0.03%15.6%0.57-34%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.02%14.9%0.54-35%
VTI
Vanguard Total Stock Market Index Fund
0.02%15%0.54-35%
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%
VV
Vanguard Large Cap Index Fund
0.01%15.5%0.57-34.3%

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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