Essential Utilities, Inc.(WTRG) - ETFs Holding

Last updated 2024-11-24

ETF List

ETFs Holding Essential Utilities, Inc.(WTRG). 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
SDY	SPDR S&P Dividend ETF	0.55%	8.9%	0.29	-36.7%
VCIT	Vanguard Intermediate-Term Corporate Bond Index Fund	0.34%	0.8%	-0.43	-20.5%
IJH	iShares Core S&P Mid-Cap ETF	0.32%	12.3%	0.41	-42.2%
MDY	SPDR S&P MIDCAP 400 ETF Trust	0.32%	11.8%	0.39	-42.2%
VBR	Vanguard Small Cap Value Index Fund	0.28%	11.8%	0.38	-45.3%
SCHM	Schwab U.S. Mid-Cap ETF	0.22%	9.9%	0.32	-42.4%
BIV	Vanguard Intermediate-Term Bond Index Fund	0.19%	-	-0.65	-18.9%
VB	Vanguard Small Cap Index Fund	0.16%	11%	0.36	-42%
VXF	Vanguard Extended Market Index Fund	0.13%	11.5%	0.37	-41.7%
BND	Vanguard Total Bond Market Index Fund	0.11%	-0.3%	-0.67	-18.6%
IWR	iShares Russell Mid-Cap ETF	0.08%	11.2%	0.38	-40.6%
DGRO	iShares Core Dividend Growth ETF	0.07%	12.3%	0.45	-35.1%
VYM	Vanguard High Dividend Yield Index Fund	0.06%	11.1%	0.4	-35.2%
VIG	Vanguard Dividend Appreciation Index Fund	0.05%	12.7%	0.49	-31.7%
IWD	iShares Russell 1000 Value ETF	0.04%	10.1%	0.35	-38.5%
SCHV	Schwab U.S. Large-Cap Value ETF	0.04%	9.9%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.04%	10.4%	0.36	-38.2%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.02%	14.9%	0.54	-35%
IWB	iShares Russell 1000 ETF	0.02%	15.2%	0.56	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.02%	14.9%	0.54	-35.2%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.02%	-	-	-
IUSV	iShares Core S&P U.S. Value ETF	0.02%	12.1%	0.44	-37.5%
SCHX	Schwab U.S. Large-Cap ETF	0.02%	15.4%	0.56	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.02%	14.9%	0.54	-35%
IUSG	iShares Core S&P U.S. Growth ETF	0.01%	17.3%	0.6	-32.3%
VT	Vanguard Total World Stock Index Fund	0.01%	11%	0.39	-34.2%
ACWI	iShares MSCI ACWI ETF	0.01%	11.5%	0.42	-33.5%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.01%	14.5%	0.53	-37.7%

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.

Essential Utilities, Inc. (WTRG)

ETF List

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