Large Value ETFs
Large-value funds invest in stocks of big U.S. companies that are less expensive or growing more slowly than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).
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Name
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Ticker
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Morningstar Category
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Fund Size
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Adjusted Expense Ratio
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Management Style
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Vanguard Value ETF | VTV | Large Value | 101.09 Bil | 0.040% | 33 | 42 | 17 | Passive |
iShares Russell 1000 Value ETF | IWD | Large Value | 51.69 Bil | 0.190% | 74 | 66 | 58 | Passive |
Vanguard High Dividend Yield ETF | VYM | Large Value | 48.82 Bil | 0.060% | 44 | 57 | 24 | Passive |
Schwab US Dividend Equity ETF™ | SCHD | Large Value | 48.76 Bil | 0.060% | 66 | 10 | 2 | Passive |
SPDR® Dow Jones Industrial Avrg ETF Tr | DIA | Large Value | 30.68 Bil | 0.160% | 51 | 29 | 2 | Passive |
iShares S&P 500 Value ETF | IVE | Large Value | 25.89 Bil | 0.180% | 10 | 14 | 16 | Passive |
iShares Core Dividend Growth ETF | DGRO | Large Value | 24.30 Bil | 0.080% | 65 | 18 | — | Passive |
SPDR® Portfolio S&P 500 Value ETF | SPYV | Large Value | 18.75 Bil | 0.040% | 8 | 11 | 13 | Passive |
iShares Select Dividend ETF | DVY | Large Value | 18.41 Bil | 0.380% | 36 | 80 | 36 | Passive |
iShares Core S&P US Value ETF | IUSV | Large Value | 14.57 Bil | 0.040% | 9 | 14 | 15 | Passive |
Schwab Fundamental US Large Company ETF | FNDX | Large Value | 12.47 Bil | 0.250% | 7 | 4 | 4 | Passive |
ProShares S&P 500 Dividend Aristocrats | NOBL | Large Value | 11.32 Bil | 0.350% | 81 | 34 | 9 | Passive |
First Trust Value Line® Dividend ETF | FVD | Large Value | 10.67 Bil | 0.650% | 84 | 78 | 26 | Passive |
iShares Core High Dividend ETF | HDV | Large Value | 10.11 Bil | 0.080% | 63 | 92 | 73 | Passive |
Schwab US Large-Cap Value ETF™ | SCHV | Large Value | 9.84 Bil | 0.040% | 79 | 72 | 45 | Passive |
Dimensional US Marketwide Value ETF | DFUV | Large Value | 9.11 Bil | 0.220% | 71 | 66 | 51 | Active |
First Trust Rising Dividend Achiev ETF | RDVY | Large Value | 8.45 Bil | 0.500% | 33 | 2 | — | Passive |
Invesco S&P 500® Low Volatility ETF | SPLV | Large Value | 8.29 Bil | 0.250% | 87 | 85 | 29 | Passive |
Vanguard Russell 1000 Value ETF | VONV | Large Value | 7.46 Bil | 0.080% | 72 | 64 | 55 | Passive |
SPDR® Portfolio S&P 500 High Div ETF | SPYD | Large Value | 6.46 Bil | 0.070% | 50 | 97 | — | Passive |
iShares MSCI USA Value Factor ETF | VLUE | Large Value | 6.43 Bil | 0.150% | 91 | 87 | 67 | Passive |
Invesco FTSE RAFI US 1000 ETF | PRF | Large Value | 6.26 Bil | 0.390% | 17 | 15 | 11 | Passive |
Vanguard Mega Cap Value ETF | MGV | Large Value | 6.15 Bil | 0.070% | 29 | 38 | 13 | Passive |
Capital Group Dividend Value ETF | CGDV | Large Value | 4.81 Bil | 0.330% | — | — | — | Active |
First Trust Morningstar Div Leaders ETF | FDL | Large Value | 3.91 Bil | 0.450% | 30 | 69 | 28 | Passive |
Vanguard S&P 500 Value ETF | VOOV | Large Value | 3.80 Bil | 0.100% | 9 | 13 | 15 | Passive |
WisdomTree US LargeCap Dividend ETF | DLN | Large Value | 3.54 Bil | 0.280% | 41 | 28 | 11 | Passive |
Invesco S&P 500® High Div Low Vol ETF | SPHD | Large Value | 2.96 Bil | 0.300% | 80 | 97 | 49 | Passive |
Invesco S&P 500 Revenue ETF | RWL | Large Value | 2.25 Bil | 0.390% | 12 | 6 | 3 | Passive |
Fidelity® High Dividend ETF | FDVV | Large Value | 1.90 Bil | 0.150% | 5 | 20 | — | Passive |
Avantis US Large Cap Value ETF | AVLV | Large Value | 1.81 Bil | 0.150% | — | — | — | Active |
Fidelity® Enhanced Large Cap Value ETF | FELV | Large Value | 1.79 Bil | 0.180% | 46 | 51 | 31 | Active |
iShares Russell Top 200 Value ETF | IWX | Large Value | 1.74 Bil | 0.200% | 67 | 64 | 55 | Passive |
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF | KNG | Large Value | 1.74 Bil | 0.750% | 85 | 47 | — | Passive |
Invesco S&P 500® Pure Value ETF | RPV | Large Value | 1.62 Bil | 0.350% | 19 | 82 | 80 | Passive |
FlexShares Quality Dividend ETF | QDF | Large Value | 1.60 Bil | 0.370% | 35 | 38 | 21 | Passive |
Nuveen ESG Large-Cap Value ETF | NULV | Large Value | 1.43 Bil | 0.260% | 95 | 85 | — | Passive |
Dimensional US Large Cap Value ETF | DFLV | Large Value | 1.14 Bil | 0.220% | — | — | — | Active |
First Trust Large Cap Val AlphaDEX® ETF | FTA | Large Value | 1.13 Bil | 0.600% | 31 | 59 | 66 | Passive |
ALPS Sector Dividend Dogs ETF | SDOG | Large Value | 1.11 Bil | 0.360% | 77 | 83 | 60 | Passive |
VictoryShares US EQ Inc Enh Vol Wtd ETF | CDC | Large Value | 1.09 Bil | 0.380% | 93 | 74 | — | Passive |
WisdomTree US Total Dividend ETF | DTD | Large Value | 1.09 Bil | 0.280% | 38 | 36 | 16 | Passive |
WisdomTree US High Dividend ETF | DHS | Large Value | 1.07 Bil | 0.380% | 57 | 90 | 69 | Passive |
Invesco BuyBack Achievers ETF | PKW | Large Value | 1.03 Bil | 0.620% | 19 | 9 | 13 | Passive |
Franklin U.S. Low Volatility Hi Div ETF | LVHD | Large Value | 866.94 Mil | 0.270% | 86 | 90 | — | Passive |
iShares Morningstar Value ETF | ILCV | Large Value | 842.43 Mil | 0.040% | 43 | 59 | 40 | Passive |
Invesco Large Cap Value ETF | PWV | Large Value | 768.16 Mil | 0.550% | 15 | 43 | 53 | Passive |
JPMorgan US Value Factor ETF | JVAL | Large Value | 764.84 Mil | 0.120% | 27 | 21 | — | Passive |
Invesco S&P Ultra Dividend Revenue ETF | RDIV | Large Value | 722.87 Mil | 0.390% | 19 | 86 | 24 | Passive |
JPMorgan Active Value ETF | JAVA | Large Value | 708.90 Mil | 0.440% | — | — | — | Active |