Evergy, Inc.(EVRG) - ETFs Holding

Last updated 2024-09-19

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 Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLU	Utilities Select Sector SPDR Fund	1.2%	7.7%	0.27	-36.1%
SDY	SPDR S&P Dividend ETF	0.75%	9.5%	0.35	-36.7%
VOE	Vanguard Mid-Cap Value Index Fund	0.33%	8.6%	0.29	-43.2%
JPST	JPMorgan Ultra-Short Income ETF	0.31%	2.5%	-1.18	-3.3%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.29%	1.5%	-0.27	-20.6%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.26%	0.7%	-0.45	-18.9%
HDV	iShares Core High Dividend ETF	0.25%	6.8%	0.23	-37%
RSP	Invesco S&P 500 Equal Weight ETF	0.22%	12.1%	0.45	-39%
IWS	iShares Russell Mid-Cap Value ETF	0.21%	7.6%	0.26	-43.8%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.19%	0.7%	-0.45	-18.9%
VBR	Vanguard Small Cap Value Index Fund	0.19%	11.1%	0.38	-45.3%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.17%	1.5%	-0.27	-20.6%
IWR	iShares Russell Mid-Cap ETF	0.12%	10.6%	0.38	-40.6%
VB	Vanguard Small Cap Index Fund	0.11%	9.9%	0.35	-42%
VO	Vanguard Mid Cap Index Fund	0.08%	10.6%	0.39	-39.4%
VYM	Vanguard High Dividend Yield Index Fund	0.07%	10.7%	0.42	-35.2%
IVE	iShares S&P 500 Value ETF	0.07%	12.6%	0.5	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.07%	12.8%	0.5	-36.9%
IWD	iShares Russell 1000 Value ETF	0.06%	10%	0.38	-38.5%
IUSV	iShares Core S&P U.S. Value ETF	0.06%	12.7%	0.5	-37.5%
IVV	iShares Core S&P 500 ETF	0.03%	15.3%	0.59	-33.9%
VTV	Vanguard Value Index Fund	0.03%	11.8%	0.46	-36.8%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	14.4%	0.55	-35%
IWB	iShares Russell 1000 ETF	0.03%	14.8%	0.57	-34.6%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.03%	-	-	-
SPY	SPDR S&P 500 ETF Trust	0.03%	15.2%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.03%	15.3%	0.6	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.03%	15%	0.58	-34.3%
VOO	Vanguard 500 Index Fund	0.03%	15.3%	0.59	-34%
SCHB	Schwab U.S. Broad Market ETF	0.02%	14.5%	0.55	-35.3%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.5%	0.56	-35%
ACWI	iShares MSCI ACWI ETF	0.02%	11.4%	0.44	-33.5%
VT	Vanguard Total World Stock Index Fund	0.02%	11.3%	0.44	-34.2%
VV	Vanguard Large Cap Index Fund	0.01%	15.2%	0.58	-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.

Evergy, Inc. (EVRG)

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.