Sempra(SRE) - ETFs Holding

Last updated 2024-11-24

ETF List

ETFs Holding Sempra(SRE). 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	4.82%	8.9%	0.29	-36.1%
DVY	iShares Select Dividend ETF	1.04%	10%	0.33	-41.6%
QUAL	iShares MSCI USA Quality Factor ETF	0.91%	15%	0.54	-34.1%
HDV	iShares Core High Dividend ETF	0.77%	6.8%	0.23	-37%
DGRO	iShares Core Dividend Growth ETF	0.39%	12.3%	0.45	-35.1%
PFF	iShares Preferred and Income Securities ETF	0.39%	1.2%	-0.09	-34.1%
VYM	Vanguard High Dividend Yield Index Fund	0.3%	11.1%	0.4	-35.2%
VIG	Vanguard Dividend Appreciation Index Fund	0.29%	12.7%	0.49	-31.7%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.28%	12.3%	0.45	-36.9%
IVE	iShares S&P 500 Value ETF	0.27%	12%	0.43	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.25%	12.1%	0.44	-37.5%
VTV	Vanguard Value Index Fund	0.24%	11.6%	0.42	-36.8%
IWD	iShares Russell 1000 Value ETF	0.23%	10.1%	0.35	-38.5%
RSP	Invesco S&P 500 Equal Weight ETF	0.22%	12.2%	0.43	-39%
SCHV	Schwab U.S. Large-Cap Value ETF	0.22%	9.9%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.21%	10.4%	0.36	-38.2%
IVV	iShares Core S&P 500 ETF	0.12%	15.6%	0.57	-33.9%
SPY	SPDR S&P 500 ETF Trust	0.12%	15.4%	0.57	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.12%	15.5%	0.57	-33.9%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.12%	14.5%	0.53	-37.7%
IWB	iShares Russell 1000 ETF	0.11%	15.2%	0.56	-34.6%
VV	Vanguard Large Cap Index Fund	0.11%	15.5%	0.57	-34.3%
VOO	Vanguard 500 Index Fund	0.11%	15.5%	0.57	-34%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.1%	14.9%	0.54	-35%
SCHB	Schwab U.S. Broad Market ETF	0.1%	14.9%	0.54	-35.2%
SCHX	Schwab U.S. Large-Cap ETF	0.1%	15.4%	0.56	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.1%	14.9%	0.54	-35%
ESGU	iShares ESG Aware MSCI USA ETF	0.09%	11.8%	0.44	-33.9%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.09%	-	-	-
ACWI	iShares MSCI ACWI ETF	0.07%	11.5%	0.42	-33.5%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.05%	15%	0.56	-33.7%
VSS	Vanguard FTSE All-World ex-US Small Capital Index Fund	0.02%	4.6%	0.1	-39.8%
VWO	Vanguard Emerging Markets Stock Index Fund	0.01%	4.2%	0.09	-34.3%
IEFA	iShares Core MSCI EAFE ETF	0.01%	5.9%	0.16	-34.5%
IEMG	iShares Core MSCI Emerging Markets ETF	0.01%	4.2%	0.09	-37.1%
IXUS	iShares Core MSCI Total International Stock ETF	0.01%	5.2%	0.12	-35.3%
VT	Vanguard Total World Stock Index Fund	0%	11%	0.39	-34.2%
VXUS	Vanguard Total Intl Stock Idx Fund	0%	5.3%	0.13	-34.9%
VXUS	Vanguard Total Intl Stock Idx Fund	0%	5.3%	0.13	-34.9%
VT	Vanguard Total World Stock Index Fund	0%	11%	0.39	-34.2%

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.

Sempra (SRE)

ETF List

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