JKDiShares Morningstar U.S. Equity ETF
Grow my money#341 of 2944 for Grow my money
Seeks to track the investment results of an index composed of large-capitalization U.S. equities.
iShares · Since 2004 (21 years)
Annual Cost
0.03%
#44 out of 5,332 ETFs
Fund Size
$843M
#1103 out of 5,332 ETFs
Dividend Yield
1.26%
Track Record
21 years
#201 out of 5,332 ETFs
Performance
1 Year
+31.5%
3 Years
+23.0%
5 Years
+12.6%
What's inside
Asset class
Region
Strategy
index tracking
Cap
multi cap
Asset allocation
Stocks
99.8%
Sector breakdown
Technology
26.6%
Healthcare
16.3%
Consumer Cyclical
14.0%
Financial Services
13.6%
Industrials
10.2%
Communication
6.4%
Consumer Defensive
5.3%
Basic Materials
4.0%
Other
3.5%
Top holdings
Apple IncAAPL15.4%
Berkshire Hathaway Inc Class BBRK.B4.1%
The Walt Disney CoDIS3.2%
UnitedHealth Group IncUNH2.9%
The Home Depot IncHD2.6%
Abbott LaboratoriesABT2.2%
Eli Lilly and CoLLY1.9%
Nike Inc BNKE1.8%
Texas Instruments IncTXN1.8%
Accenture PLC Class AACN1.7%
Risk profile
Volatility (1Y)
12.7%
Moderate
Max drawdown
-35.3%
Worst peak-to-trough loss
Sharpe (3Y)
1.21
Excellent risk-adjusted returns
Sortino (3Y)
1.80
Good downside protection
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Data updated on 2026-05-05