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Evercore Inc.Evercore Inc.Evercore Inc.

Evercore Inc.

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ETFs

Below are funds with Evercore Inc. stocks, sorted by market value. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Market value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Change %
Rel Volume
NAV total return
3Y
IJHiShares Core S&P Mid-Cap ETF
376.01 M USD0.39%BlackRock, Inc.PassiveMid cap0.05%95.2 B USD63.76 USD+2.41%1.29+30.92%
VTIVanguard Total Stock Market ETF
339 M USD0.02%The Vanguard Group, Inc.PassiveTotal market0.03%539.16 B USD323.80 USD+1.16%1.20+67.83%
VBVanguard Small-Cap ETF
254.57 M USD0.16%The Vanguard Group, Inc.PassiveSmall cap0.05%64.49 B USD247.26 USD+2.46%1.00+33.92%
VBRVanguard Small Cap Value ETF
163.7 M USD0.28%The Vanguard Group, Inc.PassiveSmall cap0.07%29.98 B USD203.89 USD+2.52%1.17+30.04%
VXFVanguard Extended Market ETF
120.72 M USD0.14%The Vanguard Group, Inc.PassiveExtended market0.05%23.19 B USD200.34 USD+1.97%2.09+48.11%
MDYSPDR S&P Midcap 400 ETF Trust
86.04 M USD0.38%State Street Corp.PassiveMid cap0.24%21.92 B USD582.32 USD+2.41%1.52+29.96%
XMHQInvesco S&P MidCap Quality ETF
84.63 M USD1.70%Invesco Ltd.PassiveMid cap0.25%4.88 B USD99.66 USD+2.23%1.25+44.45%
TDNATD North American Dividend Fund - ETF Series Trust Unit
69.11 M USD1.21%The Toronto-Dominion BankActiveHigh dividend yield——35.15 CAD−0.09%0.91—
IJKiShares S&P Mid-Cap 400 Growth ETF
64.45 M USD0.73%BlackRock, Inc.PassiveMid cap0.17%8.62 B USD93.42 USD+2.15%2.47+33.30%
VIGVanguard Dividend Appreciation ETF
61.59 M USD0.05%The Vanguard Group, Inc.PassiveTotal market0.05%97.41 B USD215.26 USD+1.04%1.00+45.37%
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF
52.84 M USD0.38%State Street Corp.PassiveMid cap0.03%13.84 B USD55.89 USD+2.42%1.30+30.93%
VYMVanguard High Dividend Yield Index ETF
42.57 M USD0.05%The Vanguard Group, Inc.PassiveHigh dividend yield0.06%65.33 B USD140.10 USD+1.21%1.34+36.57%
SMIGBahl & Gaynor Small/Mid Cap Income Growth ETF
41.24 M USD3.79%Bahl & Gaynor, Inc.ActiveExtended market0.60%1.09 B USD28.22 USD+2.02%2.19+27.04%
IWRiShares Russell Midcap ETF
40.86 M USD0.09%BlackRock, Inc.PassiveMid cap0.18%43.3 B USD93.47 USD+1.94%1.51+38.48%
REGLProShares S&P MidCap 400 Dividend Aristocrats ETF
31.77 M USD1.88%ProShare Advisors LLCPassiveMid cap0.40%1.65 B USD82.90 USD+2.08%1.29+19.52%
SCHMSchwab U.S. Mid-Cap ETF
30.11 M USD0.26%The Charles Schwab Corp.PassiveMid cap0.04%11.46 B USD28.93 USD+2.33%1.15+31.88%
IWDiShares Russell 1000 Value ETF
25.39 M USD0.04%BlackRock, Inc.PassiveLarge cap0.18%64.44 B USD203.04 USD+1.55%1.41+37.16%
VFHVanguard Financials ETF
18.85 M USD0.13%The Vanguard Group, Inc.PassiveFinancials0.09%12.43 B USD125.95 USD+1.30%1.47+52.82%
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
18.71 M USD1.27%BlackRock, Inc.PassiveFinancials0.38%1.47 B USD167.49 USD+0.42%1.52+72.67%
IVOOVanguard S&P Mid-Cap 400 ETF
16.84 M USD0.36%The Vanguard Group, Inc.PassiveMid cap0.07%2.78 B USD107.91 USD+2.40%0.79+30.73%
IWSiShares Russell Mid-Cap Value ETF
16.58 M USD0.12%BlackRock, Inc.PassiveMid cap0.23%13.28 B USD136.68 USD+2.11%0.78+30.49%
MDYGState Street SPDR S&P 400 Mid Cap Growth ETF
16.57 M USD0.72%State Street Corp.PassiveMid cap0.15%2.29 B USD89.16 USD+2.20%2.32+33.30%
TGEDTD Active Global Enhanced Dividend ETF
16.48 M USD1.67%The Toronto-Dominion BankActiveTotal market0.90%928.71 M USD28.65 CAD+0.35%2.32+82.12%
TGED.UTD Active Global Enhanced Dividend ETF Trust Units
16.48 M USD1.67%The Toronto-Dominion BankActiveTotal market0.90%51.56 M USD20.29 USD+0.25%0.72+10.98%
ASMDAGF U.S. Small-Mid Cap Fund ETF Trust Unit
15.93 M USD3.42%AGF Management Ltd.ActiveExtended market—4.18 M USD33.37 CAD+2.05%0.00+2.56%
DFASDimensional U.S. Small Cap ETF
15.04 M USD0.14%Dimensional Holdings, Inc.ActiveSmall cap0.27%11.05 B USD66.96 USD+2.89%1.03+27.79%
SPY4SPDR S&P 400 US Mid Cap UCITS ETF14.89 M USD0.38%State Street Corp.PassiveMid cap0.30%3.87 B USD97.80 USD−0.31%0.91+28.81%
US4ESPDR S&P 400 US Mid Cap UCITS ETF Hedged EUR
14.89 M USD0.38%State Street Corp.PassiveMid cap0.36%5.21 M USD30.695 EUR−0.07%8.89—
US4DSPDR S&P 400 US Mid Cap UCITS ETF USD
14.89 M USD0.38%State Street Corp.PassiveMid cap0.30%16.38 M USD26.965 EUR+0.04%1.63—
400XSPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF AccumUSD
14.89 M USD0.38%State Street Corp.PassiveMid cap0.31%4.34 M USD8.565 EUR+0.33%0.00—
ITOTiShares Core S&P Total U.S. Stock Market ETF
13.81 M USD0.02%BlackRock, Inc.PassiveTotal market0.03%76.42 B USD143.55 USD+1.09%1.54+67.80%
SMLFiShares U.S. SmallCap Equity Factor ETF
13.56 M USD0.54%BlackRock, Inc.PassiveSmall cap0.15%2.5 B USD71.84 USD+2.58%1.84+42.31%
SCHXSchwab U.S. Large-Cap ETF
11.44 M USD0.02%The Charles Schwab Corp.PassiveLarge cap0.03%59.9 B USD26.00 USD+1.01%1.77+71.06%
DONWisdomTree U.S. MidCap Dividend Fund
11.36 M USD0.31%WisdomTree, Inc.PassiveMid cap0.38%3.56 B USD50.71 USD+2.16%1.11+26.18%
DFACDimensional U.S. Core Equity 2 ETF
11.33 M USD0.03%Dimensional Holdings, Inc.ActiveTotal market0.17%37.7 B USD38.10 USD+1.57%1.77+52.89%
IVOGVanguard S&P Mid-Cap 400 Growth ETF
10.29 M USD0.68%The Vanguard Group, Inc.PassiveMid cap0.15%1.28 B USD116.37 USD+2.16%0.71+33.40%
TUEDTD Active US Enhanced Dividend ETF
9.76 M USD2.05%The Toronto-Dominion BankActiveTotal market0.86%432.71 M USD32.37 CAD+0.40%0.89+109.33%
TUEXTD Active US Enhanced Dividend ETF Trust Units -Hedged-
9.76 M USD2.05%The Toronto-Dominion BankActiveTotal market0.82%7.95 M USD28.20 CAD+0.61%0.00+7.69%
TUED.UTD Active US Enhanced Dividend ETF Trust Units
9.76 M USD2.05%The Toronto-Dominion BankActiveTotal market0.86%42.14 M USD22.69 USD−0.92%0.57+9.62%
DGRWWisdomTree US Quality Dividend Growth Fund
9.56 M USD0.06%WisdomTree, Inc.PassiveTotal market0.28%15.6 B USD87.85 USD+1.20%1.49+47.81%
DGROiShares Core Dividend Growth ETF
9.32 M USD0.03%BlackRock, Inc.PassiveTotal market0.08%34.24 B USD68.07 USD+1.32%2.10+41.38%
IUSGiShares Core S&P U.S. Growth ETF
9.17 M USD0.04%BlackRock, Inc.PassiveTotal market0.04%24.81 B USD161.46 USD+0.67%1.36+90.43%
PDPInvesco Dorsey Wright Momentum ETF
9.08 M USD0.74%Invesco Ltd.PassiveTotal market0.62%1.21 B USD109.32 USD+0.81%0.48+45.22%
QSMLVanEck MSCI International Small Companies Quality ETF
9 M USD0.92%Van Eck Associates Corp.PassiveSmall cap0.59%991.9 M USD30.80 AUD−1.00%1.39+47.83%
QHSMVaneck MSCI International Small Companies Quality (Aud Hedged) ETF Exchange Traded Fund Units
9 M USD0.92%Van Eck Associates Corp.PassiveSmall cap0.62%158.65 M USD30.72 AUD+2.20%0.38+3.79%
KCEState Street SPDR S&P Capital Markets ETF
8.51 M USD1.62%State Street Corp.PassiveFinancials0.35%525.73 M USD140.15 USD+1.32%1.94+75.80%
WSMLiShares MSCI World Small Cap UCITS ETF8.49 M USD0.12%BlackRock, Inc.PassiveSmall cap0.35%6.8 B USD8.494 USD−0.57%0.93+37.60%
IWBiShares Russell 1000 ETF
8.04 M USD0.02%BlackRock, Inc.PassiveLarge cap0.15%43.66 B USD360.83 USD+1.06%1.01+69.37%
IYFiShares U.S. Financials ETF
7.51 M USD0.19%BlackRock, Inc.PassiveFinancials0.38%3.98 B USD121.77 USD+0.94%0.92+60.65%
SCHBSchwab U.S. Broad Market ETF
6.61 M USD0.02%The Charles Schwab Corp.PassiveTotal market0.03%36.45 B USD25.33 USD+1.12%1.08+67.96%
JHMMJohn Hancock Multifactor Mid Cap ETF
6.36 M USD0.15%Manulife Financial Corp.PassiveMid cap0.41%4.3 B USD63.31 USD+2.10%0.78+34.70%
FNDXSchwab Fundamental U.S. Large Company ETF
6.27 M USD0.03%The Charles Schwab Corp.PassiveLarge cap0.25%20.69 B USD26.31 USD+1.62%1.84+49.07%
BGDVBahl & Gaynor Dividend ETF
6.25 M USD0.91%Bahl & Gaynor, Inc.ActiveTotal market0.45%687.21 M USD26.62 USD+0.95%0.08+10.21%
JMEEJPMorgan Small & Mid Cap Enhanced Equity ETF
5.97 M USD0.30%JPMorgan Chase & Co.ActiveExtended market0.24%1.97 B USD62.34 USD+2.52%0.79+32.13%
VONVVanguard Russell 1000 Value ETF
5.89 M USD0.04%The Vanguard Group, Inc.PassiveLarge cap0.07%13.63 B USD89.15 USD+1.58%2.38+37.62%
SCHVSchwab U.S. Large-Cap Value ETF
5.88 M USD0.04%The Charles Schwab Corp.PassiveLarge cap0.04%13.48 B USD28.70 USD+1.41%1.10+34.99%
FTLSFirst Trust Long/Short Equity ETF
5.53 M USD0.26%AJM Ventures LLCActiveLong/short1.38%2.07 B USD70.22 USD+1.08%2.66+46.26%
BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF
5.19 M USD0.27%JPMorgan Chase & Co.PassiveMid cap0.07%1.9 B USD102.16 USD+2.39%0.61+38.85%
SCDVBahl & Gaynor Small Cap Dividend ETF
4.84 M USD4.06%Bahl & Gaynor, Inc.ActiveSmall cap0.70%119.3 M USD23.67 USD+1.55%0.06+2.13%
TOGATremblant Global ETF
4.41 M USD2.48%Tremblant Advisors LPActiveTotal market0.69%178.12 M USD31.88 USD+2.39%4.81+6.33%
OUSMALPS O'Shares US Small-Cap Quality Dividend ETF
4.23 M USD0.47%SS&C Technologies Holdings, Inc.PassiveSmall cap0.48%878.16 M USD43.06 USD+2.23%0.45+30.27%
AVUSAvantis U.S. Equity ETF
4 M USD0.04%American Century Cos., Inc.ActiveTotal market0.15%9.71 B USD107.31 USD+1.39%1.41+55.84%
FNXFirst Trust Mid Cap Core AlphaDEX Fund
3.9 M USD0.35%AJM Ventures LLCPassiveMid cap0.60%1.09 B USD120.54 USD+2.61%0.92+34.69%
JMOMJPMorgan U.S. Momentum Factor ETF
3.65 M USD0.22%JPMorgan Chase & Co.PassiveLarge cap0.12%1.65 B USD65.78 USD+0.90%1.60+71.21%
PFMNPICTON Market Neutral Equity Alternative Fund Trust Units
3.46 M USD0.19%Picton Mahoney Asset ManagementActiveLong/short5.13%377.69 M USD16.04 CAD+0.25%1.44+24.35%
SMMDiShares Russell 2500 ETF
3.34 M USD0.18%BlackRock, Inc.PassiveExtended market0.15%1.84 B USD71.70 USD+2.36%1.54+33.57%
IYGiShares US Financial Services ETF
3.29 M USD0.18%BlackRock, Inc.PassiveFinancials0.38%1.84 B USD86.33 USD+1.17%1.16+62.27%
ISCGiShares Morningstar Small-Cap Growth ETF
3.27 M USD0.43%BlackRock, Inc.PassiveSmall cap0.06%743.81 M USD52.87 USD+2.26%0.18+43.34%
DFUSDimensional U.S. Equity Market ETF
3.24 M USD0.02%Dimensional Holdings, Inc.ActiveTotal market0.09%17.14 B USD71.47 USD+1.10%1.49+67.36%
IWViShares Russell 3000 ETF
3.16 M USD0.02%BlackRock, Inc.PassiveTotal market0.20%17.34 B USD373.81 USD+1.22%1.18+67.01%
FNCLFidelity MSCI Financials Index ETF
3.14 M USD0.14%FMR LLCPassiveFinancials0.08%2.26 B USD73.28 USD+1.31%1.23+52.76%
FNYFirst Trust Mid Cap Growth AlphaDEX Fund
3.1 M USD0.70%AJM Ventures LLCPassiveMid cap0.70%429.65 M USD87.03 USD+2.26%0.27+45.88%
QGROAmerican Century U.S. Quality Growth ETF
3.04 M USD0.15%American Century Cos., Inc.PassiveTotal market0.29%2.01 B USD109.83 USD+1.45%1.54+80.90%
OMFLInvesco Russell 1000 Dynamic Multifactor ETF
2.98 M USD0.06%Invesco Ltd.PassiveLarge cap0.29%4.62 B USD58.14 USD+1.50%0.73+35.04%
ESMLiShares ESG Aware MSCI USA Small-Cap ETF
2.76 M USD0.13%BlackRock, Inc.PassiveSmall cap0.17%2 B USD44.10 USD+2.73%1.68+32.11%
VISMVanguard MSCI International Small Cos Index ETF
2.71 M USD0.12%The Vanguard Group, Inc.PassiveSmall cap0.32%—71.32 AUD−1.33%1.07+40.30%
ESGVVanguard ESG U.S. Stock ETF
2.47 M USD0.02%The Vanguard Group, Inc.PassiveTotal market0.09%11.21 B USD116.43 USD+1.14%2.03+73.42%
ONEYState Street SPDR Russell 1000 Yield Focus ETF
2.33 M USD0.29%State Street Corp.PassiveLarge cap0.20%811.07 M USD111.26 USD+2.31%0.75+24.88%
PRFInvesco RAFI US 1000 ETF
2.27 M USD0.03%Invesco Ltd.PassiveLarge cap0.34%8.07 B USD45.23 USD+1.64%2.01+47.81%
DFAUDimensional US Core Equity Market ETF
2.05 M USD0.02%Dimensional Holdings, Inc.ActiveTotal market0.12%9.69 B USD45.16 USD+1.23%1.48+62.50%
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
2.05 M USD0.02%State Street Corp.PassiveTotal market0.03%11.26 B USD79.69 USD+1.12%1.61+67.21%
MVFDMonarch Volume Factor Dividend Tree ETF
1.93 M USD2.48%Kingsview Partners LLCPassiveTarget outcome1.19%75.71 M USD27.36 USD+2.58%0.24+6.46%
WSCDSPDR MSCI World Small Cap UCITS ETF USD1.87 M USD0.12%State Street Corp.PassiveSmall cap0.47%26.05 M USD11.448 USD−0.29%0.00—
ZPRSSPDR MSCI World Small Cap UCITS ETF USD
1.87 M USD0.12%State Street Corp.PassiveSmall cap0.47%1.49 B USD104.64 EUR−0.30%0.45+23.28%
BKMCBNY Mellon US Mid Cap Core Equity ETF
1.79 M USD0.31%The Bank of New York Mellon Corp.PassiveMid cap0.04%571.65 M USD105.34 USD+2.36%0.69+34.48%
VONEVanguard Russell 1000 ETF
1.74 M USD0.02%The Vanguard Group, Inc.PassiveLarge cap0.07%6.83 B USD298.38 USD+1.06%1.62+69.77%
DFGHDimensional Global Core Equity Trust Units Hedged Class
1.72 M USD0.03%Dimensional Holdings, Inc.ActiveTotal market0.37%—38.86 AUD−1.72%0.76—
DGCEDimensional Global Core Equity Trust Unhedged Class Units
1.72 M USD0.03%Dimensional Holdings, Inc.ActiveTotal market0.36%—29.69 AUD−1.53%0.90—
PFIInvesco Dorsey Wright Financial Momentum ETF
1.71 M USD3.12%Invesco Ltd.PassiveFinancials0.60%53.57 M USD54.14 USD+2.07%0.44+32.89%
FLQLFranklin U.S. Large Cap Multifactor Index ETF
1.46 M USD0.09%Franklin Resources, Inc.PassiveLarge cap0.15%1.58 B USD66.96 USD+1.00%0.90+68.64%
PTMCPacer Trendpilot US Mid Cap ETF
1.43 M USD0.38%Pacer Advisors, Inc.PassiveMid cap0.60%373.94 M USD34.95 USD+2.45%0.96+9.98%
XJHiShares ESG Select Screened S&P Mid-Cap ETF
1.4 M USD0.44%BlackRock, Inc.PassiveMid cap0.12%309.55 M USD42.84 USD+2.34%0.82+29.84%
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETF
1.38 M USD0.39%Invesco Ltd.PassiveMid cap0.15%350.24 M USD29.67 USD+2.34%1.35+30.50%
RWKInvesco S&P MidCap 400 Revenue ETF
1.32 M USD0.13%Invesco Ltd.PassiveMid cap0.39%974.6 M USD121.91 USD+2.84%1.44+39.68%
EZMWisdomTree U.S. MidCap Fund
1.29 M USD0.16%WisdomTree, Inc.PassiveMid cap0.38%766.23 M USD64.64 USD+2.44%1.42+31.43%
ONEVState Street SPDR Russell 1000 Low Volatility Focus ETF
1.17 M USD0.21%State Street Corp.PassiveLarge cap0.20%562.67 M USD131.71 USD+2.06%0.80+30.73%
PFLSPICTON Long Short Equity Alternative Fund Trust Units
1.16 M USD0.18%Picton Mahoney Asset ManagementActiveLong/short7.30%98.32 M USD20.27 CAD+0.85%1.63+39.23%
CUSSiShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF Accum.Ptg.Shs USD1.15 M USD0.06%BlackRock, Inc.PassiveSmall cap0.43%1.98 B USD556.8 USD−0.66%1.18+28.17%
BIBLInspire 100 ETF
1.1 M USD0.32%Inspire Impact Group LLCPassiveLarge cap0.35%339.36 M USD43.81 USD+1.33%0.79+44.88%
SMIZZacks Small/Mid Cap ETF
1.09 M USD0.72%The Greenwood TrustActiveExtended market0.56%148.75 M USD35.88 USD+1.85%1.02+8.10%
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