The Southern Company(SO) - ETFs Holding

Last updated 2024-11-23

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	7.75%	8.9%	0.29	-36.1%
JEPI	JPMorgan Equity Premium Income ETF	1.51%	-	-	-
SDY	SPDR S&P Dividend ETF	1.48%	8.9%	0.29	-36.7%
HDV	iShares Core High Dividend ETF	1.36%	6.8%	0.23	-37%
USMV	iShares MSCI USA Min Vol Factor ETF	1.31%	9.4%	0.33	-33.1%
DGRO	iShares Core Dividend Growth ETF	0.69%	12.3%	0.45	-35.1%
VYM	Vanguard High Dividend Yield Index Fund	0.57%	11.1%	0.4	-35.2%
VTV	Vanguard Value Index Fund	0.46%	11.6%	0.42	-36.8%
IVE	iShares S&P 500 Value ETF	0.45%	12%	0.43	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.45%	12.3%	0.45	-36.9%
IUSV	iShares Core S&P U.S. Value ETF	0.42%	12.1%	0.44	-37.5%
SCHV	Schwab U.S. Large-Cap Value ETF	0.41%	9.9%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.4%	10.4%	0.36	-38.2%
IWD	iShares Russell 1000 Value ETF	0.37%	10.1%	0.35	-38.5%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	0.33%	-	-	-
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.28%	14.5%	0.53	-37.7%
PFF	iShares Preferred and Income Securities ETF	0.23%	1.2%	-0.09	-34.1%
VV	Vanguard Large Cap Index Fund	0.21%	15.5%	0.57	-34.3%
VOO	Vanguard 500 Index Fund	0.21%	15.5%	0.57	-34%
IVV	iShares Core S&P 500 ETF	0.19%	15.6%	0.57	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.19%	15.4%	0.57	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.19%	15.5%	0.57	-33.9%
SCHX	Schwab U.S. Large-Cap ETF	0.19%	15.4%	0.56	-34.3%
RSP	Invesco S&P 500 Equal Weight ETF	0.19%	12.2%	0.43	-39%
SCHB	Schwab U.S. Broad Market ETF	0.18%	14.9%	0.54	-35.2%
JPST	JPMorgan Ultra-Short Income ETF	0.18%	2.7%	-1.61	-3.3%
VTI	Vanguard Total Stock Market Index Fund	0.18%	14.9%	0.54	-35%
IWB	iShares Russell 1000 ETF	0.17%	15.2%	0.56	-34.6%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.16%	14.9%	0.54	-35%
PFF	iShares Preferred and Income Securities ETF	0.14%	1.2%	-0.09	-34.1%
VT	Vanguard Total World Stock Index Fund	0.12%	11%	0.39	-34.2%
ACWI	iShares MSCI ACWI ETF	0.12%	11.5%	0.42	-33.5%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.08%	15%	0.56	-33.7%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.05%	-	-	-

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.