The Southern Company(SO) - ETFs Holding

Last updated 2024-09-19

ETF List

ETFs Holding The Southern Company(SO). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLU	Utilities Select Sector SPDR Fund	8.43%	7.7%	0.27	-36.1%
SDY	SPDR S&P Dividend ETF	1.75%	9.5%	0.35	-36.7%
JEPI	JPMorgan Equity Premium Income ETF	1.6%	-	-	-
USMV	iShares MSCI USA Min Vol Factor ETF	1.39%	9.1%	0.36	-33.1%
HDV	iShares Core High Dividend ETF	1.36%	6.8%	0.23	-37%
DGRO	iShares Core Dividend Growth ETF	0.8%	12.2%	0.48	-35.1%
VYM	Vanguard High Dividend Yield Index Fund	0.53%	10.7%	0.42	-35.2%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.48%	12.8%	0.5	-36.9%
IVE	iShares S&P 500 Value ETF	0.47%	12.6%	0.5	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.45%	12.7%	0.5	-37.5%
VTV	Vanguard Value Index Fund	0.43%	11.8%	0.46	-36.8%
IWD	iShares Russell 1000 Value ETF	0.4%	10%	0.38	-38.5%
PFF	iShares Preferred and Income Securities ETF	0.23%	1.2%	-0.09	-34.1%
RSP	Invesco S&P 500 Equal Weight ETF	0.22%	12.1%	0.45	-39%
IVV	iShares Core S&P 500 ETF	0.21%	15.3%	0.59	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.21%	15.2%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.21%	15.3%	0.6	-33.9%
VV	Vanguard Large Cap Index Fund	0.2%	15.2%	0.58	-34.3%
JPST	JPMorgan Ultra-Short Income ETF	0.2%	2.5%	-1.18	-3.3%
VOO	Vanguard 500 Index Fund	0.2%	15.3%	0.59	-34%
IWB	iShares Russell 1000 ETF	0.19%	14.8%	0.57	-34.6%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.18%	14.4%	0.55	-35%
SCHX	Schwab U.S. Large-Cap ETF	0.18%	15%	0.58	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.17%	14.5%	0.56	-35%
SCHB	Schwab U.S. Broad Market ETF	0.16%	14.5%	0.55	-35.3%
JPST	JPMorgan Ultra-Short Income ETF	0.15%	2.5%	-1.18	-3.3%
PFF	iShares Preferred and Income Securities ETF	0.14%	1.2%	-0.09	-34.1%
ACWI	iShares MSCI ACWI ETF	0.13%	11.4%	0.44	-33.5%
VT	Vanguard Total World Stock Index Fund	0.11%	11.3%	0.44	-34.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.05%	-	-	-
JPST	JPMorgan Ultra-Short Income ETF	0.04%	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.

The Southern Company (SO)

ETF List

ETFs Holding The Southern Company(SO). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.