Invesco Ltd.(IVZ) - ETFs Holding

Last updated 2024-12-22

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 Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
DVY	iShares Select Dividend ETF	0.83%	8.5%	0.27	-41.6%
VBR	Vanguard Small Cap Value Index Fund	0.21%	10%	0.31	-45.3%
RSP	Invesco S&P 500 Equal Weight ETF	0.2%	10.7%	0.36	-39%
SCHM	Schwab U.S. Mid-Cap ETF	0.18%	9.9%	0.32	-42.4%
HDV	iShares Core High Dividend ETF	0.16%	6.8%	0.23	-37%
XLF	Financial Select Sector SPDR Fund	0.12%	11.7%	0.38	-42.9%
VB	Vanguard Small Cap Index Fund	0.12%	9.4%	0.3	-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%
VFH	Vanguard Financials Index Fund	0.08%	13%	0.42	-44.4%
IWR	iShares Russell Mid-Cap ETF	0.05%	10%	0.33	-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%	9.7%	0.33	-35.2%
IVE	iShares S&P 500 Value ETF	0.04%	10.4%	0.36	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.04%	12.3%	0.46	-37.5%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	10.6%	0.37	-36.9%
IWD	iShares Russell 1000 Value ETF	0.03%	8.6%	0.28	-38.5%
SCHV	Schwab U.S. Large-Cap Value ETF	0.03%	9.9%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.03%	10.4%	0.36	-38.2%
SPY	SPDR S&P 500 ETF Trust	0.02%	14.7%	0.54	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.02%	14.8%	0.54	-33.9%
VOO	Vanguard 500 Index Fund	0.02%	14.8%	0.53	-34%
IVV	iShares Core S&P 500 ETF	0.01%	14.8%	0.53	-33.9%
IWB	iShares Russell 1000 ETF	0.01%	14.4%	0.52	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.01%	14.1%	0.5	-35.3%
SCHX	Schwab U.S. Large-Cap ETF	0.01%	14.6%	0.53	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.01%	14.1%	0.5	-35%
VT	Vanguard Total World Stock Index Fund	0.01%	10.1%	0.35	-34.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.01%	14.1%	0.5	-35%

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.

Invesco Ltd. (IVZ)

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.