Last updated 2024-11-21

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
2.39%12.8%0.42-42.9%
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
2.39%14.3%0.56-32%
VFH
Vanguard Financials Index Fund
1.93%12.9%0.42-44.4%
DGRO
iShares Core Dividend Growth ETF
1.38%12.3%0.45-35.1%
IVE
iShares S&P 500 Value ETF
0.77%12%0.43-37%
VYM
Vanguard High Dividend Yield Index Fund
0.77%10.9%0.4-35.2%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.77%12.2%0.45-36.9%
IUSV
iShares Core S&P U.S. Value ETF
0.72%12.1%0.44-37.5%
VTV
Vanguard Value Index Fund
0.65%11.5%0.42-36.8%
ESGU
iShares ESG Aware MSCI USA ETF
0.57%11.8%0.44-33.9%
IWD
iShares Russell 1000 Value ETF
0.56%10.1%0.35-38.5%
PFF
iShares Preferred and Income Securities ETF
0.56%1.2%-0.09-34.1%
SCHV
Schwab U.S. Large-Cap Value ETF
0.54%9.7%0.34-37.1%
VONV
Vanguard Russell 1000 Value Index Fund
0.51%10.3%0.36-38.2%
PFF
iShares Preferred and Income Securities ETF
0.48%1.2%-0.09-34.1%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.37%14.5%0.53-37.7%
IVV
iShares Core S&P 500 ETF
0.33%15.6%0.57-33.9%
SPY
SPDR S&P 500 ETF Trust
0.33%15.5%0.58-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.33%15.6%0.58-33.9%
VOO
Vanguard 500 Index Fund
0.3%15.5%0.57-34%
VV
Vanguard Large Cap Index Fund
0.29%15.5%0.57-34.3%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.28%14.9%0.54-35%
IWB
iShares Russell 1000 ETF
0.28%15.2%0.56-34.6%
VTI
Vanguard Total Stock Market Index Fund
0.26%14.9%0.54-35%
RSP
Invesco S&P 500 Equal Weight ETF
0.26%12.1%0.42-39%
SCHX
Schwab U.S. Large-Cap ETF
0.25%15.4%0.57-34.3%
PFF
iShares Preferred and Income Securities ETF
0.24%1.2%-0.09-34.1%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.24%14.9%0.56-33.7%
SCHB
Schwab U.S. Broad Market ETF
0.23%14.9%0.54-35.2%
JPST
JPMorgan Ultra-Short Income ETF
0.22%2.7%-1.61-3.3%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.21%---
ACWI
iShares MSCI ACWI ETF
0.2%11.5%0.42-33.5%
JPST
JPMorgan Ultra-Short Income ETF
0.17%2.7%-1.61-3.3%
VT
Vanguard Total World Stock Index Fund
0.16%11.1%0.4-34.2%
JPST
JPMorgan Ultra-Short Income ETF
0.15%2.7%-1.61-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.09%2.7%-1.61-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.08%2.7%-1.61-3.3%
IWF
iShares Russell 1000 Growth ETF
0.03%19.4%0.66-32.7%
VONG
Vanguard Russell 1000 Growth Index Fund
0.03%19.4%0.67-32.7%
JPST
JPMorgan Ultra-Short Income ETF
0.03%2.7%-1.61-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.02%2.7%-1.61-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.61-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.61-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.61-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.7%-1.61-3.3%

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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