MS correlations (Morgan Stanley)
MS measured against 4756 US stocks and ETFs: closest co-movers on one side, the best offsets on the other, all from weekly returns.
Data as of 2026-08-27 · refreshed every trading day · Financials · Investment Banking & Brokerage
Volatility (ann.)
28.3%
3y weekly
Beta vs S&P 500
1.43
3y weekly
1-year return
+47.1%
price, adjusted
5-year return
+142.0%
price, adjusted
Market cap
$337.5B
latest
P/E ratio
17.4
trailing
Dividend yield
1.94%
trailing
Max drawdown
-29.2%
3y, daily closes
MS over the last 12 months, weekly closes indexed to 100 at the start.
Stocks and ETFs most correlated with MS
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| GS | Goldman Sachs | 0.89 | |
| XLF | Financial Select Sector SPDR Fund | 0.83 | |
| VYM | Vanguard High Dividend Yield ETF | 0.77 | |
| DIA | SPDR Dow Jones Industrial Average ETF | 0.77 | |
| BAC | Bank of America | 0.77 | |
| C | Citigroup | 0.77 | |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.76 | |
| JPM | JPMorgan Chase | 0.76 | |
| SF | Stifel Financial Corporation | 0.76 | |
| VTV | Vanguard Value ETF | 0.75 | |
| VTI | Vanguard Total Stock Market ETF | 0.75 | |
| EVR | Evercore Inc. | 0.75 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.75 | |
| KEY | KeyCorp | 0.74 | |
| COF | Capital One | 0.74 |
Best diversifiers for MS
If the goal is offsetting MS, these tracked assets have historically moved the most on their own terms.
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.69 | |
| VXZ | iPath Series B S&P 500 VIX Mid-Term Futures ETN | -0.68 | |
| FNGD | MicroSectors FANG Index -3X Inverse Leveraged ETNs due | -0.53 | |
| LICN | Lichen International Limited - Class A | -0.23 | |
| RETO | ReTo Eco-Solutions, Inc. - Class A Shares | -0.21 | |
| ENTX | Entera Bio Ltd. | -0.17 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | -0.16 | |
| PAPL | Pineapple Financial Inc. | -0.15 | |
| MLGO | MicroAlgo, Inc. | -0.14 | |
| AUC | ATIF Holdings Limited | -0.14 |
MS vs benchmarks
MS vs its peers
Get MS data as JSON
$ curl https://www.pairbook.io/api/v1/symbols/ms.jsonCorrelations, diversifiers, beta and volatility for MS, plus one endpoint per pair. API documentation.
MS inside major ETFs
| ETF | MS weight | |
|---|---|---|
| XLF | Financial Select Sector SPDR Fund | 3.12% |
| VIG | Vanguard Dividend Appreciation ETF | 1.09% |
| MTUM | iShares MSCI USA Momentum Factor ETF | 1.08% |
| DGRO | iShares Core Dividend Growth ETF | 1.02% |
| VYM | Vanguard High Dividend Yield ETF | 0.96% |
| VTV | Vanguard Value ETF | 0.93% |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.44% |
| IVV | iShares Core S&P 500 ETF | 0.39% |
| SPY | SPDR S&P 500 ETF Trust | 0.39% |
| VOO | Vanguard S&P 500 ETF | 0.39% |
