Which ETFs hold Morgan Stanley COM NEW?
MS is held by 78 of the 504 ETFs we cover. The heaviest allocation is KBWB at 9.4%; among the largest funds, VOO holds 0.4% and IVV 0.4%. The median weight across all funds holding it is 0.4%. Morgan Stanley COM NEW is classified Financials.
- Covered ETFs Holding It
- 78
- Heaviest Allocation
- 9.36%in KBWB
- Median Weight
- 0.40%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 1.92%trailing 12 months
MS Share Performance
- 1M
- -2.0%
- YTD
- +23.9%
- 1Y
- +57.0%
- 3Y (ann.)
- +38.6%
- 5Y (ann.)
- +20.5%
- 10Y (ann.)
- +25.7%
A $10,000 investment 10 years ago would be worth $98,795 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 MS(78)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| KBWBInvesco KBW Bank ETF | 9.36% | 0.35% | $6.8B | 1.90% | +17.1% | +39.1% | +11.4% |
| IYFiShares U.S. Financials ETF | 3.50% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| XLFState Street® Financial Select Sector SPDR® ETF | 3.14% | 0.08% | $59.1B | 1.40% | +6.1% | +13.9% | +10.7% |
| VFHVanguard Financials Index Fund | 2.97% | 0.09% | $13.9B | 1.65% | +6.6% | +14.3% | +10.8% |
| FNCLFidelity MSCI Financials Index ETF | 2.68% | 0.08% | $2.4B | 1.54% | +6.6% | +14.3% | +10.8% |
| IXGiShares Global Financials ETF | 1.44% | — | $699M | 2.10% | +13.1% | +23.8% | +14.4% |
| SUSAiShares ESG Optimized MSCI USA ETF | 1.38% | 0.25% | $4.1B | 0.82% | +14.4% | +24.2% | +11.2% |
| AVLVAvantis U.S. Large Cap Value ETF | 1.36% | 0.15% | $17.9B | 1.04% | +24.5% | +37.4% | — |
| MTUMiShares MSCI USA Momentum Factor ETF | 1.32% | 0.15% | $26.3B | 0.60% | +23.8% | +27.7% | +12.8% |
| DGROiShares Core Dividend Growth ETF | 1.28% | 0.08% | $43.4B | 1.86% | +15.5% | +25.2% | +11.3% |
| DLNWisdomTree U.S. LargeCap Dividend Fund | 1.27% | 0.28% | $6.4B | 1.71% | +15.4% | +22.8% | +12.7% |
| MGVVanguard Mega Cap Value Index Fund | 1.19% | 0.05% | $13.6B | 1.83% | +19.3% | +30.6% | +13.1% |
| DFLVDimensional US Large Cap Value ETF | 1.17% | 0.21% | $6.8B | 1.34% | +22.2% | +35.7% | — |
| JGLOJPMorgan Global Select Equity ETF | 1.05% | 0.47% | $6.8B | 1.09% | +10.0% | +15.2% | — |
| VIGVanguard Dividend Appreciation Index Fund | 1.03% | 0.04% | $113.6B | 1.46% | +12.5% | +21.0% | +10.9% |
| SPMOInvesco S&P 500 Momentum ETF | 0.96% | 0.13% | $21.3B | 0.70% | +26.0% | +29.7% | +20.9% |
| IWXiShares Russell Top 200 Value ETF | 0.91% | 0.20% | $4.0B | 1.36% | +23.5% | +36.3% | +12.9% |
| VYMVanguard High Dividend Yield Index Fund | 0.90% | 0.04% | $83.4B | 2.19% | +16.8% | +26.1% | +12.5% |
| CGDGCapital Group Dividend Growers ETF | 0.86% | 0.47% | $5.6B | 2.20% | +11.0% | +18.6% | — |
| FELCFidelity Enhanced Large Cap Core ETF | 0.84% | 0.18% | $8.4B | 0.81% | +15.7% | +26.2% | — |
| SCHVSchwab U.S. Large-Cap Value ETF | 0.81% | 0.04% | $16.1B | 1.75% | +18.8% | +27.7% | +10.9% |
| VTVVanguard Value Index Fund | 0.80% | 0.03% | $191.4B | 1.82% | +18.7% | +29.5% | +12.5% |
| RWLInvesco S&P 500 Revenue ETF | 0.76% | 0.39% | $9.8B | 1.20% | +17.9% | +31.3% | +14.1% |
| VONVVanguard Russell 1000 Value Index Fund | 0.70% | 0.06% | $21.9B | 1.52% | +23.4% | +34.7% | +12.1% |
| DSIiShares ESG MSCI KLD 400 ETF | 0.67% | 0.25% | $5.5B | 0.84% | +14.9% | +24.3% | +12.7% |
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 MS exposure?
KBWB has the heaviest MS allocation of the ETFs we cover, at 9.36% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold MS?
78 of the 504 ETFs we cover hold Morgan Stanley COM NEW (MS). The median weight across those funds is 0.40%.
What is the cheapest ETF that holds MS?
BKLC has the lowest expense ratio among covered ETFs holding MS, at 0.00% per year.
What is the largest ETF that holds MS?
VOO (Vanguard 500 Index Fund) is the largest covered ETF holding MS, with $1.03T in assets and a 0.35% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond MS.