Skip to Content

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).

Name
Ticker
Premium
Price/Fair Value
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
6.11
0.880
Active
7.93
0.400
73
81
69
Passive
0.450
Passive
0.500
Active
5.47
0.680
86
97
Active
4.46
0.590
Active
2.39
0.290
47
20
Passive
3.97
0.290
15
9
Passive
2.01
0.290
96
Passive
1.56
0.270
60
Passive
1.74
0.620
17
10
15
Passive
9.81
0.390
19
21
18
Passive
4.97
0.390
14
13
14
Passive
2.89
0.250
10
29
Passive
4.49
0.080
95
82
86
Passive
4.02
0.040
58
37
28
Passive
4.58
0.190
49
48
47
Passive
0.15
0.180
62
38
32
Passive
4.52
0.390
92
82
65
Passive
8.51
0.120
56
51
Passive
0.60
0.120
28
24
Passive
5.00
0.350
55
28
Passive
3.41
0.490
6
23
Passive
8.12
0.300
31
Passive
3.04
0.450
Active
9.79
0.350
57
33
19
Passive
1.67
0.540
Active
9.73
0.070
52
27
21
Passive
5.58
0.100
62
37
31
Passive
2.64
0.040
53
35
25
Passive
0.78
1.250
85
99
99
Active
6.81
1.140
89
99
100
Active

Sponsor Center