Investing in Visa through a Broad Range of ETFs



Broad market ETFs that hold Visa

All key broad market ETFs hold Visa (V) due to its large market capitalization. The SPDR S&P 500 ETF Trust (SPY) and the iShares Core S&P 500 ETF (IVV) each have a ~0.7% weight in Visa. Visa forms ~2.5% of the SPDR Dow Jones Industrial Average ETF Trust (DIA).

DIA tracks the Dow Jones Industrial Average Index, which is composed of thirty “blue-chip” US stocks. DIA has total net assets of $11.6 billion and a gross expense ratio of 0.17%.

Visa forms 2% of the ProShares Ultra Dow30 ETF (DDM). DDM seeks daily investment results, before fees and expenses, which correspond to two times the daily performance of the Dow Jones Industrial Average. American Express (AXP) forms 2.4% of DDM.

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Technology ETFs that hold Visa

Visa forms ~3.2% of the Technology Select Sector SPDR Fund (XLK). XLK has total net assets of $13.6 billion. It has a gross expense ratio of 0.15%. MasterCard (MA) forms ~2.2% of XLK.

Around 3% of the iShares North American Tech ETF’s (IGM) portfolio consists of Visa stock.

Growth-focused ETFs that hold Visa

Visa is considered a growth stock due to its high price-to-earnings ratio. Likewise, growth-focused ETFs widely hold Visa.

Visa forms ~1.23% of the iShares Russell 1000 Growth ETF (IWF). The Vanguard Growth ETF (VUG) and the iShares S&P 500 Growth ETF (IVW) also hold Visa stock. The above graph shows Key ETFs holding Visa and its weight in the respective ETFs’ portfolios.


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