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 | 163.46 Bil | 0.040% | 28 | 35 | 16 | Passive |
| Vanguard High Dividend Yield ETF | VYM | Large Value | 65.26 Bil | 0.060% | 34 | 52 | 25 | Passive |
| iShares Russell 1000 Value ETF | IWD | Large Value | 55.55 Bil | 0.190% | 74 | 69 | 61 | Passive |
| Schwab US Dividend Equity ETF™ | SCHD | Large Value | 55.52 Bil | 0.060% | 82 | 18 | 6 | Passive |
| SPDR® Dow Jones Industrial Avrg ETF Tr | DIA | Large Value | 33.07 Bil | 0.160% | 47 | 37 | 4 | Passive |
| iShares S&P 500 Value ETF | IVE | Large Value | 32.92 Bil | 0.180% | 8 | 19 | 18 | Passive |
| iShares Core Dividend Growth ETF | DGRO | Large Value | 27.33 Bil | 0.080% | 41 | 26 | — | Passive |
| SPDR® Portfolio S&P 500 Value ETF | SPYV | Large Value | 21.38 Bil | 0.040% | 7 | 16 | 16 | Passive |
| iShares Select Dividend ETF | DVY | Large Value | 18.63 Bil | 0.380% | 87 | 84 | 48 | Passive |
| iShares Core S&P US Value ETF | IUSV | Large Value | 17.24 Bil | 0.040% | 10 | 19 | 17 | Passive |
| Schwab Fundamental US Large Company ETF | FNDX | Large Value | 15.07 Bil | 0.250% | 13 | 5 | 5 | Passive |
| ProShares S&P 500 Dividend Aristocrats | NOBL | Large Value | 11.96 Bil | 0.350% | 83 | 48 | 13 | Passive |
| Schwab US Large-Cap Value ETF™ | SCHV | Large Value | 10.68 Bil | 0.040% | 76 | 76 | 49 | Passive |
| First Trust Rising Dividend Achiev ETF | RDVY | Large Value | 10.53 Bil | 0.490% | 53 | 3 | 1 | Passive |
| Dimensional US Marketwide Value ETF | DFUV | Large Value | 10.52 Bil | 0.210% | 70 | 59 | 42 | Active |
| iShares Core High Dividend ETF | HDV | Large Value | 10.41 Bil | 0.080% | 29 | 91 | 78 | Passive |
| First Trust Value Line® Dividend ETF | FVD | Large Value | 9.73 Bil | 0.600% | 89 | 91 | 47 | Passive |
| Vanguard Russell 1000 Value ETF | VONV | Large Value | 9.47 Bil | 0.080% | 71 | 66 | 57 | Passive |
| Capital Group Dividend Value ETF | CGDV | Large Value | 7.58 Bil | 0.330% | — | — | — | Active |
| Vanguard Mega Cap Value ETF | MGV | Large Value | 7.25 Bil | 0.070% | 19 | 31 | 13 | Passive |
| Invesco S&P 500® Low Volatility ETF | SPLV | Large Value | 7.04 Bil | 0.250% | 86 | 97 | 50 | Passive |
| iShares MSCI USA Value Factor ETF | VLUE | Large Value | 7.02 Bil | 0.150% | 98 | 88 | 75 | Passive |
| Invesco FTSE RAFI US 1000 ETF | PRF | Large Value | 7.01 Bil | 0.390% | 27 | 12 | 12 | Passive |
| SPDR® Portfolio S&P 500 High Div ETF | SPYD | Large Value | 6.87 Bil | 0.070% | 90 | 96 | — | Passive |
| Vanguard S&P 500 Value ETF | VOOV | Large Value | 4.70 Bil | 0.100% | 7 | 17 | 17 | Passive |
| First Trust Morningstar Div Leaders ETF | FDL | Large Value | 4.01 Bil | 0.450% | 24 | 64 | 36 | Passive |
| WisdomTree US LargeCap Dividend ETF | DLN | Large Value | 3.95 Bil | 0.280% | 16 | 33 | 13 | Passive |
| Avantis US Large Cap Value ETF | AVLV | Large Value | 3.44 Bil | 0.150% | — | — | — | Active |
| Invesco S&P 500 Revenue ETF | RWL | Large Value | 3.12 Bil | 0.390% | 8 | 5 | 4 | Passive |
| Invesco S&P 500® High Div Low Vol ETF | SPHD | Large Value | 2.94 Bil | 0.300% | 90 | 98 | 74 | Passive |
| Fidelity High Dividend ETF | FDVV | Large Value | 2.64 Bil | 0.150% | 3 | 10 | — | Passive |
| iShares Russell Top 200 Value ETF | IWX | Large Value | 2.15 Bil | 0.200% | 57 | 65 | 55 | Passive |
| Invesco S&P 500® Pure Value ETF | RPV | Large Value | 2.09 Bil | 0.350% | 78 | 84 | 86 | Passive |
| Dimensional US Large Cap Value ETF | DFLV | Large Value | 1.91 Bil | 0.220% | — | — | — | Active |
| Fidelity Enhanced Large Cap Value ETF | FELV | Large Value | 1.81 Bil | 0.180% | 55 | 41 | 35 | Active |
| FlexShares Quality Dividend ETF | QDF | Large Value | 1.70 Bil | 0.370% | 35 | 47 | 27 | Passive |
| Nuveen ESG Large-Cap Value ETF | NULV | Large Value | 1.59 Bil | 0.260% | 94 | 90 | — | Passive |
| WisdomTree US Total Dividend ETF | DTD | Large Value | 1.21 Bil | 0.280% | 19 | 42 | 18 | Passive |
| First Trust Large Cap Val AlphaDEX® ETF | FTA | Large Value | 1.19 Bil | 0.600% | 69 | 62 | 75 | Passive |
| ALPS Sector Dividend Dogs ETF | SDOG | Large Value | 1.16 Bil | 0.360% | 93 | 83 | 76 | Passive |
| JPMorgan Active Value ETF | JAVA | Large Value | 1.13 Bil | 0.440% | — | — | — | Active |
| Invesco BuyBack Achievers ETF | PKW | Large Value | 1.11 Bil | 0.620% | 48 | 14 | 11 | Passive |
| WisdomTree US High Dividend ETF | DHS | Large Value | 1.08 Bil | 0.380% | 53 | 91 | 80 | Passive |
| iShares Morningstar Value ETF | ILCV | Large Value | 918.37 Mil | 0.040% | 25 | 48 | 40 | Passive |
| Invesco Large Cap Value ETF | PWV | Large Value | 900.32 Mil | 0.550% | 6 | 26 | 44 | Passive |
| VictoryShares US EQ Inc Enh Vol Wtd ETF | CDC | Large Value | 858.29 Mil | 0.380% | 99 | 69 | — | Passive |
| JPMorgan US Value Factor ETF | JVAL | Large Value | 809.61 Mil | 0.120% | 49 | 23 | — | Passive |
| Fidelity Value Factor ETF | FVAL | Large Value | 788.91 Mil | 0.150% | 27 | 11 | — | Passive |
| Invesco S&P Ultra Dividend Revenue ETF | RDIV | Large Value | 767.08 Mil | 0.390% | 56 | 85 | 35 | Passive |
| ALPS O'Shares US Quality Div ETF | OUSA | Large Value | 741.13 Mil | 0.480% | 34 | 58 | — | Passive |