Last updated 2024-11-20

ETF List

ETFs Holding NextEra Energy, Inc.(NEE). 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
XLU
Utilities Select Sector SPDR Fund
12.96%8.4%0.27-36.1%
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
1.4%9.6%0.33-35.4%
JEPI
JPMorgan Equity Premium Income ETF
1.36%---
DVY
iShares Select Dividend ETF
1.19%10%0.33-41.6%
PFF
iShares Preferred and Income Securities ETF
1.14%1.2%-0.09-34.1%
SDY
SPDR S&P Dividend ETF
1.13%8.8%0.29-36.7%
VYM
Vanguard High Dividend Yield Index Fund
0.93%11%0.4-35.2%
VIG
Vanguard Dividend Appreciation Index Fund
0.88%12.6%0.48-31.7%
DGRO
iShares Core Dividend Growth ETF
0.85%12.3%0.45-35.1%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.74%12.2%0.45-36.9%
SCHV
Schwab U.S. Large-Cap Value ETF
0.73%9.8%0.33-37.1%
VTV
Vanguard Value Index Fund
0.71%11.5%0.42-36.8%
IVE
iShares S&P 500 Value ETF
0.71%12%0.43-37%
IUSV
iShares Core S&P U.S. Value ETF
0.66%12.1%0.44-37.5%
VONV
Vanguard Russell 1000 Value Index Fund
0.65%10.3%0.35-38.2%
IWD
iShares Russell 1000 Value ETF
0.59%10.1%0.35-38.5%
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund
0.59%0.9%-0.42-20.5%
ESGU
iShares ESG Aware MSCI USA ETF
0.49%11.8%0.44-33.9%
PFF
iShares Preferred and Income Securities ETF
0.38%1.2%-0.09-34.1%
VV
Vanguard Large Cap Index Fund
0.34%15.5%0.57-34.3%
SCHX
Schwab U.S. Large-Cap ETF
0.34%15.4%0.56-34.3%
VOO
Vanguard 500 Index Fund
0.34%15.6%0.57-34%
JPST
JPMorgan Ultra-Short Income ETF
0.34%2.7%-1.65-3.3%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
0.34%---
SPY
SPDR S&P 500 ETF Trust
0.32%15.5%0.58-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.32%15.6%0.58-33.9%
SCHB
Schwab U.S. Broad Market ETF
0.31%15%0.54-35.2%
JPST
JPMorgan Ultra-Short Income ETF
0.31%2.7%-1.65-3.3%
IVV
iShares Core S&P 500 ETF
0.3%15.6%0.57-33.9%
VTI
Vanguard Total Stock Market Index Fund
0.3%15%0.54-35%
IWB
iShares Russell 1000 ETF
0.28%15.2%0.56-34.6%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
0.28%14.5%0.53-37.7%
BIV
Vanguard Intermediate-Term Bond Index Fund
0.27%--0.65-18.9%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.26%14.9%0.54-35%
VT
Vanguard Total World Stock Index Fund
0.19%11.1%0.4-34.2%
ACWI
iShares MSCI ACWI ETF
0.19%11.5%0.42-33.5%
RSP
Invesco S&P 500 Equal Weight ETF
0.17%12.1%0.42-39%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.09%14.9%0.55-33.7%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.08%---
JPST
JPMorgan Ultra-Short Income ETF
0.07%2.7%-1.65-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0%2.7%-1.65-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0%2.7%-1.65-3.3%

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.

warning