SUM

Stock
Mkt Cap P/E Div Yield Beta Vol

ETFs That Hold SUM (SUM)

1M

3M

6M

YTD

1Y

3Y

+90.25%

5Y

+85.42%

ETFs That Hold SUM

SUM is held by 6 ETFs. The largest position by market value is in SCHC (Schwab International Small-Cap Equity ETF).

ETFFund NameWeight
SCHCSchwab International Small-Cap Equity ETF0.05%
OLDThe Long-Term Care ETF1.74%
NSCSNuveen Small Cap Select1.68%
JMUBJPMorgan Municipal ETF0.00%
FDWMFIDELITY WOMENS LEADERSHIP ETF0.62%
PQSVPGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF0.15%

Excludes leveraged and inverse ETFs.

Frequently Asked Questions

How many ETFs hold SUM?
SUM (SUM) is held by 6 ETFs (excluding leveraged and inverse funds). The largest position by market value is in SCHC (Schwab International Small-Cap Equity ETF).
What is the largest ETF that holds SUM?
By fund size, SCHC (Schwab International Small-Cap Equity ETF) with $5.52B in AUM holds 0.05% of its portfolio in SUM, representing $2.7M in market value.
What percentage of OLD is SUM?
SUM makes up 1.74% of OLD (The Long-Term Care ETF), making it one of the largest positions in that fund.
Is SUM in the S&P 500?
SUM is not currently a component of the S&P 500 index based on available ETF holdings data.
FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.