Last updated 2024-09-19

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
14.29%7.7%0.27-36.1%
SDY
SPDR S&P Dividend ETF
1.36%9.5%0.35-36.7%
DVY
iShares Select Dividend ETF
1.34%9.7%0.35-41.6%
PFF
iShares Preferred and Income Securities ETF
1.14%1.2%-0.09-34.1%
DGRO
iShares Core Dividend Growth ETF
1.05%12.2%0.48-35.1%
JEPI
JPMorgan Equity Premium Income ETF
1.05%---
VYM
Vanguard High Dividend Yield Index Fund
0.91%10.7%0.42-35.2%
VIG
Vanguard Dividend Appreciation Index Fund
0.87%12.5%0.51-31.7%
IVE
iShares S&P 500 Value ETF
0.8%12.6%0.5-37%
SPYV
SPDR Portfolio S&P 500 Value ETF
0.8%12.8%0.5-36.9%
IUSV
iShares Core S&P U.S. Value ETF
0.75%12.7%0.5-37.5%
VTV
Vanguard Value Index Fund
0.69%11.8%0.46-36.8%
IWD
iShares Russell 1000 Value ETF
0.67%10%0.38-38.5%
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund
0.59%1.5%-0.27-20.6%
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%
JPST
JPMorgan Ultra-Short Income ETF
0.38%2.5%-1.18-3.3%
IVV
iShares Core S&P 500 ETF
0.36%15.3%0.59-33.9%
SPY
SPDR S&P 500 ETF Trust
0.36%15.2%0.59-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.36%15.3%0.6-33.9%
VV
Vanguard Large Cap Index Fund
0.34%15.2%0.58-34.3%
JPST
JPMorgan Ultra-Short Income ETF
0.34%2.5%-1.18-3.3%
VOO
Vanguard 500 Index Fund
0.34%15.3%0.59-34%
IWB
iShares Russell 1000 ETF
0.33%14.8%0.57-34.6%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.31%14.4%0.55-35%
SCHX
Schwab U.S. Large-Cap ETF
0.31%15%0.58-34.3%
VTI
Vanguard Total Stock Market Index Fund
0.3%14.5%0.56-35%
SCHB
Schwab U.S. Broad Market ETF
0.29%14.5%0.55-35.3%
BIV
Vanguard Intermediate-Term Bond Index Fund
0.27%0.7%-0.45-18.9%
ACWI
iShares MSCI ACWI ETF
0.22%11.4%0.44-33.5%
RSP
Invesco S&P 500 Equal Weight ETF
0.21%12.1%0.45-39%
VT
Vanguard Total World Stock Index Fund
0.19%11.3%0.44-34.2%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.09%---
JPST
JPMorgan Ultra-Short Income ETF
0.08%2.5%-1.18-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0.01%2.5%-1.18-3.3%
JPST
JPMorgan Ultra-Short Income ETF
0%2.5%-1.18-3.3%

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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