Last updated 2024-11-22

ETF List

ETFs Holding Mastercard Incorporated(MA). 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
6.4%11.7%0.38-42.9%
VFH
Vanguard Financials Index Fund
5.65%13%0.42-44.4%
SPHQ
Invesco S&P 500 Quality ETF
5.44%15.8%0.59-31.6%
QUAL
iShares MSCI USA Quality Factor ETF
4.44%13.8%0.49-34.1%
VIG
Vanguard Dividend Appreciation Index Fund
2.27%11.7%0.43-31.7%
RDVY
First Trust Rising Dividend Achievers ETF
1.96%14.9%0.5-40.6%
MGK
Vanguard Mega Cap Growth Index Fund
1.92%19.9%0.65-36%
JEPI
JPMorgan Equity Premium Income ETF
1.63%---
VUG
Vanguard Growth Index Fund
1.58%18.9%0.63-35.6%
VONG
Vanguard Russell 1000 Growth Index Fund
1.51%19.3%0.66-32.7%
IWF
iShares Russell 1000 Growth ETF
1.46%19.2%0.65-32.7%
SCHG
Schwab U.S. Large-Cap Growth ETF
1.45%20.2%0.67-34.6%
USMV
iShares MSCI USA Min Vol Factor ETF
1.23%8.4%0.28-33.1%
VOOG
Vanguard S&P 500 Growth Index Fund
1.08%17.3%0.6-32.7%
IVW
iShares S&P 500 Growth ETF
1.05%17.3%0.59-32.7%
SPYG
SPDR Portfolio S&P 500 Growth ETF
1.03%17.5%0.59-32.7%
IUSG
iShares Core S&P U.S. Growth ETF
1%17%0.58-32.4%
ESGU
iShares ESG Aware MSCI USA ETF
0.92%11.8%0.44-33.9%
IVV
iShares Core S&P 500 ETF
0.86%14.8%0.53-33.9%
VV
Vanguard Large Cap Index Fund
0.86%14.8%0.53-34.3%
VOO
Vanguard 500 Index Fund
0.86%14.8%0.53-34%
SPY
SPDR S&P 500 ETF Trust
0.85%14.7%0.54-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.85%14.8%0.54-33.9%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.85%15%0.56-33.7%
IWB
iShares Russell 1000 ETF
0.8%14.4%0.52-34.6%
SCHX
Schwab U.S. Large-Cap ETF
0.78%14.6%0.53-34.3%
VTI
Vanguard Total Stock Market Index Fund
0.75%14.1%0.5-35%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.75%14.1%0.5-35%
SCHB
Schwab U.S. Broad Market ETF
0.73%14.1%0.5-35.3%
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
0.73%14.3%0.56-32%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.69%---
IVE
iShares S&P 500 Value ETF
0.59%10.4%0.36-37%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.58%10.6%0.37-36.9%
DGRO
iShares Core Dividend Growth ETF
0.54%10.5%0.36-35.1%
ACWI
iShares MSCI ACWI ETF
0.54%11.5%0.42-33.5%
IUSV
iShares Core S&P U.S. Value ETF
0.52%12.3%0.46-37.5%
VT
Vanguard Total World Stock Index Fund
0.49%10.1%0.35-34.2%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
0.31%---
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.28%14.5%0.53-37.7%
RSP
Invesco S&P 500 Equal Weight ETF
0.21%10.7%0.36-39%

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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