Which ETFs hold Morningstar Inc COM?
MORN is held by 50 of the 504 ETFs we cover. The heaviest allocation is XMHQ at 0.6%; among the largest funds, VTI holds 0.0% and IWF 0.0%. The median weight across all funds holding it is 0.0%. Morningstar Inc COM is classified Financials.
- Covered ETFs Holding It
- 50
- Heaviest Allocation
- 0.56%in XMHQ
- Median Weight
- 0.01%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 0.97%trailing 12 months
MORN Share Performance
- 1M
- +17.7%
- YTD
- -6.9%
- 1Y
- -22.0%
- 3Y (ann.)
- -2.4%
- 5Y (ann.)
- -4.5%
- 10Y (ann.)
- +10.1%
A $10,000 investment 10 years ago would be worth $26,198 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 MORN(50)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| XMHQInvesco S&P MidCap Quality ETF | 0.56% | 0.25% | $5.5B | 0.55% | +16.0% | +18.7% | +10.6% |
| IJJiShares S&P Mid-Cap 400 Value ETF | 0.13% | 0.18% | $9.0B | 1.56% | +15.1% | +23.8% | +9.2% |
| MDYVState Street® SPDR® S&P 400™ Mid Cap Value ETF | 0.13% | 0.15% | $2.9B | 1.64% | +15.2% | +23.9% | +9.2% |
| DONWisdomTree U.S. Midcap Dividend Fund | 0.13% | 0.38% | $4.1B | 2.27% | +14.3% | +18.2% | +9.3% |
| VBKVanguard Small-cap Growth Index Fund | 0.12% | 0.05% | $24.3B | 0.42% | +19.6% | +29.4% | +5.3% |
| IJHiShares Core S&P Mid-Cap ETF | 0.12% | 0.05% | $126.1B | 1.14% | +18.4% | +26.0% | +9.0% |
| SPMDState Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | 0.12% | 0.03% | $18.5B | 1.19% | +18.5% | +26.0% | +9.1% |
| IVOOVanguard S&P Mid-cap 400 Index Fund | 0.12% | 0.07% | $3.9B | 1.14% | +18.5% | +26.0% | +9.0% |
| MDYState Street® SPDR® S&P MIDCAP 400® ETF Trust | 0.12% | 0.23% | $27.1B | 0.99% | +18.1% | +25.6% | +8.8% |
| IJKiShares S&P Mid-Cap 400 Growth ETF | 0.12% | 0.17% | $11.0B | 0.52% | +21.4% | +27.9% | +8.4% |
| MDYGState Street® SPDR® S&P 400™ Mid Cap Growth ETF | 0.11% | 0.15% | $2.9B | 0.56% | +21.6% | +28.0% | +8.5% |
| IWPiShares Russell Mid-Cap Growth ETF | 0.09% | 0.23% | $20.5B | 0.34% | +5.4% | +3.1% | +5.1% |
| SCHMSchwab U.S. Mid-Cap ETF | 0.08% | 0.04% | $15.1B | 1.22% | +20.7% | +28.9% | +8.2% |
| FNDASchwab Fundamental U.S. Small Company ETF | 0.07% | 0.25% | $9.4B | 1.09% | +21.8% | +32.0% | +9.0% |
| DFASDimensional U.S. Small Cap ETF | 0.07% | 0.26% | $15.3B | 0.95% | +20.5% | +31.3% | +9.1% |
| IYFiShares U.S. Financials ETF | 0.06% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| JHMMJohn Hancock Multifactor Mid Cap ETF | 0.06% | 0.41% | $6.0B | 0.86% | +17.3% | +24.7% | +8.8% |
| VFHVanguard Financials Index Fund | 0.05% | 0.09% | $13.9B | 1.65% | +6.6% | +14.3% | +10.8% |
| VXFVanguard Extended Market Index Fund | 0.05% | 0.05% | $32.2B | 0.99% | +18.9% | +26.9% | +6.9% |
| VBVanguard Small-cap Index Fund | 0.05% | 0.03% | $82.5B | 1.18% | +19.5% | +29.1% | +8.1% |
| FNCLFidelity MSCI Financials Index ETF | 0.05% | 0.08% | $2.4B | 1.54% | +6.6% | +14.3% | +10.8% |
| OMFLInvesco Russell 1000 Dynamic Multifactor ETF | 0.03% | 0.29% | $4.8B | 0.78% | +17.0% | +23.0% | +9.8% |
| IWRiShares Russell Mid-Cap ETF | 0.03% | 0.18% | $57.6B | 1.12% | +18.1% | +23.0% | +8.5% |
| VIGVanguard Dividend Appreciation Index Fund | 0.02% | 0.04% | $113.6B | 1.46% | +12.5% | +21.0% | +10.9% |
| ONEQFidelity Nasdaq Composite Index ETF | 0.01% | 0.21% | $10.8B | 0.51% | +15.4% | +26.6% | +13.6% |
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 MORN exposure?
XMHQ has the heaviest MORN allocation of the ETFs we cover, at 0.56% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold MORN?
50 of the 504 ETFs we cover hold Morningstar Inc COM (MORN). The median weight across those funds is 0.01%.
What is the cheapest ETF that holds MORN?
SPMD has the lowest expense ratio among covered ETFs holding MORN, at 0.03% per year.
What is the largest ETF that holds MORN?
VTI (Vanguard Total Stock Market Index Fund) is the largest covered ETF holding MORN, with $696.4B in assets and a 0.01% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond MORN.