Last updated 2024-12-22

ETF List

ETFs Holding UnitedHealth Group Incorporated(UNH). 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
VHT
Vanguard Health Care Index Fund
9.22%7.1%0.21-28.8%
XLV
Health Care Select Sector SPDR Fund
9.04%7.8%0.24-28.4%
DIA
SPDR Dow Jones Industrial Average ETF Trust
7.01%10.5%0.36-36.7%
VIG
Vanguard Dividend Appreciation Index Fund
2.9%11.7%0.43-31.7%
VTV
Vanguard Value Index Fund
2.48%10%0.34-36.8%
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
2.06%14.3%0.56-32%
QUAL
iShares MSCI USA Quality Factor ETF
2.01%13.8%0.49-34.1%
VONV
Vanguard Russell 1000 Value Index Fund
1.94%10.4%0.36-38.2%
SCHG
Schwab U.S. Large-Cap Growth ETF
1.91%20.2%0.67-34.6%
IWD
iShares Russell 1000 Value ETF
1.7%8.6%0.28-38.5%
IUSV
iShares Core S&P U.S. Value ETF
1.51%12.3%0.46-37.5%
DGRO
iShares Core Dividend Growth ETF
1.5%10.5%0.36-35.1%
IVE
iShares S&P 500 Value ETF
1.37%10.4%0.36-37%
SPYV
SPDR Portfolio S&P 500 Value ETF
1.36%10.6%0.37-36.9%
ESGU
iShares ESG Aware MSCI USA ETF
1.31%11.8%0.44-33.9%
FNDX
Schwab Fundamental U.S. Large Company Index ETF
1.22%14.5%0.53-37.7%
USMV
iShares MSCI USA Min Vol Factor ETF
1.16%8.4%0.28-33.1%
VV
Vanguard Large Cap Index Fund
1.11%14.8%0.53-34.3%
JEPI
JPMorgan Equity Premium Income ETF
1.1%---
VOO
Vanguard 500 Index Fund
1.1%14.8%0.53-34%
SCHX
Schwab U.S. Large-Cap ETF
1.03%14.6%0.53-34.3%
VTI
Vanguard Total Stock Market Index Fund
0.97%14.1%0.5-35%
SCHB
Schwab U.S. Broad Market ETF
0.96%14.1%0.5-35.3%
IVV
iShares Core S&P 500 ETF
0.9%14.8%0.53-33.9%
SPY
SPDR S&P 500 ETF Trust
0.9%14.7%0.54-33.7%
SPLG
SPDR Portfolio S&P 500 ETF
0.9%14.8%0.54-33.9%
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0.84%15%0.56-33.7%
IWB
iShares Russell 1000 ETF
0.83%14.4%0.52-34.6%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.79%14.1%0.5-35%
DFAC
Dimensional U.S. Core Equity 2 ETF
0.77%---
VOOG
Vanguard S&P 500 Growth Index Fund
0.72%17.3%0.6-32.7%
ACWI
iShares MSCI ACWI ETF
0.7%11.5%0.42-33.5%
VT
Vanguard Total World Stock Index Fund
0.63%10.1%0.35-34.2%
IVW
iShares S&P 500 Growth ETF
0.58%17.3%0.59-32.7%
SPYG
SPDR Portfolio S&P 500 Growth ETF
0.58%17.5%0.59-32.7%
IUSG
iShares Core S&P U.S. Growth ETF
0.55%17%0.58-32.4%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
0.33%---
RSP
Invesco S&P 500 Equal Weight ETF
0.19%10.7%0.36-39%
VONG
Vanguard Russell 1000 Growth Index Fund
0.13%19.3%0.66-32.7%
IWF
iShares Russell 1000 Growth ETF
0.1%19.2%0.65-32.7%

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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