Last updated 2024-11-08

ETF List

ETFs Holding Morgan Stanley(MS). 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
2.37%12.6%0.41-42.9%
DGRO
iShares Core Dividend Growth ETF
1.41%12.1%0.44-35.1%
IVE
iShares S&P 500 Value ETF
0.76%12.2%0.44-37%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.75%12.4%0.45-36.9%
IUSV
iShares Core S&P U.S. Value ETF
0.71%12.3%0.45-37.5%
VYM
Vanguard High Dividend Yield Index Fund
0.69%11.1%0.4-35.2%
VTV
Vanguard Value Index Fund
0.58%11.8%0.43-36.8%
ESGU
iShares ESG Aware MSCI USA ETF
0.57%11.8%0.44-33.9%
PFF
iShares Preferred and Income Securities ETF
0.56%1.2%-0.09-34.1%
IWD
iShares Russell 1000 Value ETF
0.55%10.3%0.35-38.5%
PFF
iShares Preferred and Income Securities ETF
0.48%1.2%-0.09-34.1%
IVV
iShares Core S&P 500 ETF
0.33%15.9%0.59-33.9%
SPY
SPDR S&P 500 ETF Trust
0.32%15.9%0.59-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.32%16%0.59-33.9%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.28%15.3%0.56-35%
IWB
iShares Russell 1000 ETF
0.28%15.6%0.57-34.6%
VOO
Vanguard 500 Index Fund
0.27%15.9%0.59-34%
VV
Vanguard Large Cap Index Fund
0.26%15.9%0.58-34.3%
SCHX
Schwab U.S. Large-Cap ETF
0.25%15.8%0.58-34.3%
PFF
iShares Preferred and Income Securities ETF
0.24%1.2%-0.09-34.1%
SCHB
Schwab U.S. Broad Market ETF
0.23%15.3%0.56-35.2%
VTI
Vanguard Total Stock Market Index Fund
0.23%15.3%0.56-35%
JPST
JPMorgan Ultra-Short Income ETF
0.23%2.7%-1.66-3.3%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.21%---
ACWI
iShares MSCI ACWI ETF
0.21%11.6%0.42-33.5%
JPST
JPMorgan Ultra-Short Income ETF
0.18%2.7%-1.66-3.3%
VT
Vanguard Total World Stock Index Fund
0.14%11.6%0.42-34.2%
JPST
JPMorgan Ultra-Short Income ETF
0.1%2.7%-1.66-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.1%2.7%-1.66-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.09%2.7%-1.66-3.3%
IWF
iShares Russell 1000 Growth ETF
0.03%19.9%0.68-32.7%
VONG
Vanguard Russell 1000 Growth Index Fund
0.03%20%0.69-32.7%
JPST
JPMorgan Ultra-Short Income ETF
0.03%2.7%-1.66-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.66-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.66-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.66-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.66-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0%2.7%-1.66-3.3%

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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