Last updated 2024-11-21

ETF List

ETFs Holding Invesco Ltd.(IVZ). 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
DVY
iShares Select Dividend ETF
0.87%10%0.33-41.6%
VBR
Vanguard Small Cap Value Index Fund
0.22%11.7%0.38-45.3%
RSP
Invesco S&P 500 Equal Weight ETF
0.21%12.1%0.42-39%
SCHM
Schwab U.S. Mid-Cap ETF
0.18%9.8%0.32-42.4%
HDV
iShares Core High Dividend ETF
0.16%6.8%0.23-37%
VB
Vanguard Small Cap Index Fund
0.12%10.9%0.36-42%
IWS
iShares Russell Mid-Cap Value ETF
0.11%7.6%0.26-43.8%
ESGU
iShares ESG Aware MSCI USA ETF
0.11%11.8%0.44-33.9%
XLF
Financial Select Sector SPDR Fund
0.11%12.8%0.42-42.9%
VFH
Vanguard Financials Index Fund
0.08%12.9%0.42-44.4%
IWR
iShares Russell Mid-Cap ETF
0.05%11.2%0.38-40.6%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.05%---
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.05%14.5%0.53-37.7%
VYM
Vanguard High Dividend Yield Index Fund
0.04%10.9%0.4-35.2%
IVE
iShares S&P 500 Value ETF
0.04%12%0.43-37%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.04%12.2%0.45-36.9%
IWD
iShares Russell 1000 Value ETF
0.03%10.1%0.35-38.5%
IUSV
iShares Core S&P U.S. Value ETF
0.03%12.1%0.44-37.5%
SCHV
Schwab U.S. Large-Cap Value ETF
0.03%9.7%0.34-37.1%
VONV
Vanguard Russell 1000 Value Index Fund
0.03%10.3%0.36-38.2%
IVV
iShares Core S&P 500 ETF
0.02%15.6%0.57-33.9%
SPY
SPDR S&P 500 ETF Trust
0.02%15.5%0.58-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.02%15.6%0.58-33.9%
VOO
Vanguard 500 Index Fund
0.02%15.5%0.57-34%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.01%14.9%0.54-35%
IWB
iShares Russell 1000 ETF
0.01%15.2%0.56-34.6%
SCHB
Schwab U.S. Broad Market ETF
0.01%14.9%0.54-35.2%
SCHX
Schwab U.S. Large-Cap ETF
0.01%15.4%0.57-34.3%
VTI
Vanguard Total Stock Market Index Fund
0.01%14.9%0.54-35%
VT
Vanguard Total World Stock Index Fund
0.01%11.1%0.4-34.2%

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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