Which ETFs hold Evercore, Inc., Class A?
EVR is held by 53 of the 504 ETFs we cover. The heaviest allocation is XMHQ at 1.8%; among the largest funds, VTI holds 0.0% and IJH 0.4%. The median weight across all funds holding it is 0.0%. Evercore, Inc., Class A is classified Financials.
- Covered ETFs Holding It
- 53
- Heaviest Allocation
- 1.80%in XMHQ
- Median Weight
- 0.05%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 1.11%trailing 12 months
EVR Share Performance
- 1M
- -11.8%
- YTD
- -9.6%
- 1Y
- +3.8%
- 3Y (ann.)
- +31.7%
- 5Y (ann.)
- +20.4%
- 10Y (ann.)
- +22.1%
A $10,000 investment 10 years ago would be worth $73,346 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding EVR(53)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| XMHQInvesco S&P MidCap Quality ETF | 1.80% | 0.25% | $5.5B | 0.55% | +16.0% | +18.7% | +10.6% |
| REGLProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.51% | 0.40% | $1.8B | 2.13% | +14.8% | +18.4% | +8.5% |
| SPMDState Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | 0.67% | 0.03% | $18.5B | 1.19% | +18.5% | +26.0% | +9.1% |
| MDYState Street® SPDR® S&P MIDCAP 400® ETF Trust | 0.66% | 0.23% | $27.1B | 0.99% | +18.1% | +25.6% | +8.8% |
| IJKiShares S&P Mid-Cap 400 Growth ETF | 0.44% | 0.17% | $11.0B | 0.52% | +21.4% | +27.9% | +8.4% |
| MDYGState Street® SPDR® S&P 400™ Mid Cap Growth ETF | 0.40% | 0.15% | $2.9B | 0.56% | +21.6% | +28.0% | +8.5% |
| IVOOVanguard S&P Mid-cap 400 Index Fund | 0.38% | 0.07% | $3.9B | 1.14% | +18.5% | +26.0% | +9.0% |
| IJHiShares Core S&P Mid-Cap ETF | 0.36% | 0.05% | $126.1B | 1.14% | +18.4% | +26.0% | +9.0% |
| IJJiShares S&P Mid-Cap 400 Value ETF | 0.28% | 0.18% | $9.0B | 1.56% | +15.1% | +23.8% | +9.2% |
| DONWisdomTree U.S. Midcap Dividend Fund | 0.27% | 0.38% | $4.1B | 2.27% | +14.3% | +18.2% | +9.3% |
| MDYVState Street® SPDR® S&P 400™ Mid Cap Value ETF | 0.26% | 0.15% | $2.9B | 1.64% | +15.2% | +23.9% | +9.2% |
| SCHMSchwab U.S. Mid-Cap ETF | 0.24% | 0.04% | $15.1B | 1.22% | +20.7% | +28.9% | +8.2% |
| IYFiShares U.S. Financials ETF | 0.19% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| VBKVanguard Small-cap Growth Index Fund | 0.19% | 0.05% | $24.3B | 0.42% | +19.6% | +29.4% | +5.3% |
| VFHVanguard Financials Index Fund | 0.16% | 0.09% | $13.9B | 1.65% | +6.6% | +14.3% | +10.8% |
| VXFVanguard Extended Market Index Fund | 0.16% | 0.05% | $32.2B | 0.99% | +18.9% | +26.9% | +6.9% |
| VBVanguard Small-cap Index Fund | 0.16% | 0.03% | $82.5B | 1.18% | +19.5% | +29.1% | +8.1% |
| FNCLFidelity MSCI Financials Index ETF | 0.15% | 0.08% | $2.4B | 1.54% | +6.6% | +14.3% | +10.8% |
| JHMMJohn Hancock Multifactor Mid Cap ETF | 0.15% | 0.41% | $6.0B | 0.86% | +17.3% | +24.7% | +8.8% |
| VBRVanguard Small-cap Value Index Fund | 0.14% | 0.05% | $38.3B | 1.73% | +19.2% | +28.7% | +10.0% |
| OMFLInvesco Russell 1000 Dynamic Multifactor ETF | 0.12% | 0.29% | $4.8B | 0.78% | +17.0% | +23.0% | +9.8% |
| AVLVAvantis U.S. Large Cap Value ETF | 0.12% | 0.15% | $17.9B | 1.04% | +24.5% | +37.4% | — |
| DFASDimensional U.S. Small Cap ETF | 0.12% | 0.26% | $15.3B | 0.95% | +20.5% | +31.3% | +9.1% |
| IWSiShares Russell Mid-Cap Value ETF | 0.11% | 0.23% | $15.9B | 1.27% | +22.1% | +29.8% | +9.8% |
| IWRiShares Russell Mid-Cap ETF | 0.09% | 0.18% | $57.6B | 1.12% | +18.1% | +23.0% | +8.5% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most EVR exposure?
XMHQ has the heaviest EVR allocation of the ETFs we cover, at 1.80% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold EVR?
53 of the 504 ETFs we cover hold Evercore, Inc., Class A (EVR). The median weight across those funds is 0.05%.
What is the cheapest ETF that holds EVR?
SPMD has the lowest expense ratio among covered ETFs holding EVR, at 0.03% per year.
What is the largest ETF that holds EVR?
VTI (Vanguard Total Stock Market Index Fund) is the largest covered ETF holding EVR, with $696.4B in assets and a 0.02% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond EVR.