Last updated 2024-11-21

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
9.97%12.8%0.42-42.9%
VFH
Vanguard Financials Index Fund
8.68%12.9%0.42-44.4%
VYM
Vanguard High Dividend Yield Index Fund
3.62%10.9%0.4-35.2%
VIG
Vanguard Dividend Appreciation Index Fund
3.41%12.5%0.48-31.7%
DIA
SPDR Dow Jones Industrial Average ETF Trust
3.41%11.3%0.4-36.7%
SPYV
SPDR Portfolio S&P 500 Value ETF
3.22%12.2%0.45-36.9%
IVE
iShares S&P 500 Value ETF
3.19%12%0.43-37%
DGRO
iShares Core Dividend Growth ETF
3.09%12.3%0.45-35.1%
IUSV
iShares Core S&P U.S. Value ETF
2.98%12.1%0.44-37.5%
VTV
Vanguard Value Index Fund
2.92%11.5%0.42-36.8%
IWD
iShares Russell 1000 Value ETF
2.66%10.1%0.35-38.5%
VONV
Vanguard Russell 1000 Value Index Fund
2.55%10.3%0.36-38.2%
SCHV
Schwab U.S. Large-Cap Value ETF
2.51%9.7%0.34-37.1%
RDVY
First Trust Rising Dividend Achievers ETF
2.18%14.8%0.5-40.6%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
1.83%14.5%0.53-37.7%
SPY
SPDR S&P 500 ETF Trust
1.37%15.5%0.58-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
1.37%15.6%0.58-33.9%
IVV
iShares Core S&P 500 ETF
1.35%15.6%0.57-33.9%
VV
Vanguard Large Cap Index Fund
1.31%15.5%0.57-34.3%
VOO
Vanguard 500 Index Fund
1.31%15.5%0.57-34%
IWB
iShares Russell 1000 ETF
1.25%15.2%0.56-34.6%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
1.17%14.9%0.54-35%
SCHX
Schwab U.S. Large-Cap ETF
1.16%15.4%0.57-34.3%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
1.16%14.9%0.56-33.7%
VTI
Vanguard Total Stock Market Index Fund
1.15%14.9%0.54-35%
ESGU
iShares ESG Aware MSCI USA ETF
1.1%11.8%0.44-33.9%
DFAC
Dimensional U.S. Core Equity 2 ETF
1.09%---
SCHB
Schwab U.S. Broad Market ETF
1.08%14.9%0.54-35.2%
ACWI
iShares MSCI ACWI ETF
0.85%11.5%0.42-33.5%
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%
VT
Vanguard Total World Stock Index Fund
0.74%11.1%0.4-34.2%
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
0.23%12.1%0.42-39%

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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