Last updated 2024-11-04

ETF List

ETFs Holding JPMorgan Chase & Co.(JPM). 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
XLF
Financial Select Sector SPDR Fund
9.82%11.8%0.39-42.9%
DIA
SPDR Dow Jones Industrial Average ETF Trust
3.48%10.9%0.39-36.7%
VYM
Vanguard High Dividend Yield Index Fund
3.43%10.5%0.38-35.2%
VIG
Vanguard Dividend Appreciation Index Fund
3.18%12.4%0.47-31.7%
IVE
iShares S&P 500 Value ETF
3.05%11.7%0.43-37%
SPYV
SPDR Portfolio S&P 500 Value ETF
3.05%11.8%0.43-36.9%
DGRO
iShares Core Dividend Growth ETF
3%11.6%0.43-35.1%
IUSV
iShares Core S&P U.S. Value ETF
2.85%11.7%0.43-37.5%
VTV
Vanguard Value Index Fund
2.74%11.2%0.41-36.8%
IWD
iShares Russell 1000 Value ETF
2.56%9.6%0.33-38.5%
IVV
iShares Core S&P 500 ETF
1.31%15.1%0.56-33.9%
SPY
SPDR S&P 500 ETF Trust
1.31%15%0.56-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
1.31%15.1%0.56-33.9%
VV
Vanguard Large Cap Index Fund
1.24%15%0.55-34.3%
VOO
Vanguard 500 Index Fund
1.23%15.1%0.56-34%
IWB
iShares Russell 1000 ETF
1.21%14.7%0.54-34.6%
SCHX
Schwab U.S. Large-Cap ETF
1.16%14.9%0.55-34.3%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
1.14%14.3%0.52-35%
ESGU
iShares ESG Aware MSCI USA ETF
1.1%11.8%0.44-33.9%
VTI
Vanguard Total Stock Market Index Fund
1.09%14.4%0.52-35%
SCHB
Schwab U.S. Broad Market ETF
1.08%14.4%0.52-35.2%
DFAC
Dimensional U.S. Core Equity 2 ETF
1.04%---
VT
Vanguard Total World Stock Index Fund
0.99%10.8%0.39-34.2%
ACWI
iShares MSCI ACWI ETF
0.83%10.9%0.39-33.5%
PFF
iShares Preferred and Income Securities ETF
0.82%1.2%-0.09-34.1%
PFF
iShares Preferred and Income Securities ETF
0.81%1.2%-0.09-34.1%
PFF
iShares Preferred and Income Securities ETF
0.65%1.2%-0.09-34.1%
PFF
iShares Preferred and Income Securities ETF
0.41%1.2%-0.09-34.1%
RSP
Invesco S&P 500 Equal Weight ETF
0.22%11.6%0.41-39%

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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