Definitive Historical Return Data For Large Cap Value Equities ETFs
Quick Category Facts
- Count: 40 ETFs are placed in the Large Cap Value Equities ETFdb Category.
- Expense Ratios: Range from 0.1% to 0.79%
- Average Expense Ratio: 0.36%
- Issuers with ETFs in this Category include: Charles Schwab, Columbia, ELEMENTS, First Trust, Guggenheim, Invesco PowerShares, iShares, Russell, Rydex, State Street, Vanguard, WisdomTree
Large Cap Value Equities ETF ReturnsThe following table displays sortable historical return data for all ETFs currently included in the Large Cap Value Equities ETFdb Category. For information on dividends, expenses, or technical indicators, click on one of the tabs below. |
| Symbol | Name | 1 Week | 4 Week | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
| IWD | Russell 1000 Value | 1.05% | -5.63% | 3.53% | -2.05% | 50.92% | -18.98% |
| DIA | Dow Jones Industrial Average ETF | 0.44% | -5.10% | 2.82% | 1.32% | 55.05% | 0.28% |
| VIG | Dividend Appreciation ETF | 1.52% | -3.56% | 3.44% | 2.92% | 54.28% | 8.99% |
| DVY | Dow Jones Select Dividend Index Fund | 1.40% | -3.01% | 2.42% | 6.21% | 75.91% | -13.94% |
| SDY | SPDR S&P Dividend ETF | 2.01% | -3.38% | 1.86% | 3.22% | 62.15% | -0.07% |
| VTV | Value ETF | 0.80% | -5.62% | 3.72% | -1.68% | 50.13% | -15.59% |
| IVE | S&P 500 Value Index Fund | 1.01% | -6.38% | 4.03% | -2.05% | 49.41% | -20.54% |
| VYM | High Dividend Yield ETF | 0.74% | -4.10% | 3.52% | 6.15% | 63.03% | -2.42% |
| HDV | High Dividend Equity Fund | 0.18% | -1.43% | 2.81% | 9.78% | n/a | n/a |
| PRF | FTSE RAFI US 1000 Portfolio | 0.99% | -6.00% | 3.44% | -2.32% | 63.84% | -3.86% |
| DLN | LargeCap Dividend Fund | 0.87% | -4.19% | 4.18% | 5.99% | 64.77% | -6.90% |
| DTN | Dividend ex-Financials Fund | 1.05% | -5.16% | 0.52% | 3.13% | 80.93% | -1.49% |
| FDL | Morningstar Dividend Leaders Index Fund | 0.45% | -0.61% | 2.31% | 8.42% | 72.67% | -12.61% |
| FVD | Value Line Dividend Index Fund | 0.49% | -3.95% | 2.28% | 3.10% | 64.30% | 5.34% |
| DHS | High-Yielding Equity Fund | 0.36% | -2.55% | 3.48% | 8.54% | 81.87% | -13.20% |
| CVY | Multi-Asset Income ETF | 0.97% | -4.40% | 3.33% | 1.39% | 74.93% | -0.12% |
| PWV | Dynamic LargeCap Value | 0.35% | -4.19% | 3.50% | 1.91% | 53.80% | 3.40% |
| MGV | Mega Cap 300 Value | 0.36% | -5.50% | 3.67% | -1.28% | 45.88% | n/a |
| SCHV | U.S. Large-Cap Value ETF | 0.82% | -5.05% | 3.51% | 0.45% | n/a | n/a |
| DTD | Total Dividend Fund | 0.97% | -4.37% | 4.15% | 5.09% | 67.56% | -5.15% |
| PFM | Dividend Achievers | 1.25% | -2.47% | 3.47% | 5.15% | 58.45% | -3.50% |
| JKF | Morningstar Large Value Index Fund | 0.39% | -5.35% | 1.24% | -3.79% | 42.27% | -25.77% |
| FTA | Large Cap Value AlphaDEX Fund | 1.09% | -7.29% | 1.97% | -4.96% | 60.38% | -5.84% |
| SPYV | SPDR S&P 500 Value ETF | 0.32% | -6.93% | 3.46% | -2.65% | 44.84% | -18.88% |
| RPV | S&P 500 Pure Value ETF | 1.22% | -8.97% | 2.08% | -8.64% | 78.30% | -15.07% |
Large Cap Value Equities Indexes
Indexes tracked by ETFs in the Large Cap Value Equities ETFdb Category include:
- Benjamin Graham Large Cap Value Index - Total Return
- Benjamin Graham Total Market Value Index - Total Return
- Broad Dividend Achiever Index
- Credit Suisse U.S. Value Index
- Defined Large Cap Value Opportunities Index
- Dividend Achievers Select Index
- Dow Jones High Yield Select 10 Total Return Index
- Dow Jones Industrial Average
- Dow Jones U.S. Large-Cap Value Total Stock Market Index
- Dow Jones U.S. Select Dividend Index
- Dynamic Large Cap Value Intellidex Index
- FTSE High Dividend Yield Index
- FTSE RAFI US 1000 Index
- Morningstar Dividend Leaders Index
- Morningstar Dividend Yield Focus Index
- Morningstar Large Value Index
- MSCI US Large Cap Value Index
- MSCI US Prime Market Value Index
- NYSE U.S. 100 Index
- RAFI Fundamental Large Value Index
- Russell 1000 Value Index
- Russell Top 200 Value Index
- Russell U.S. Large Cap Equity Income Index
- Russell U.S. Large Cap High Dividend Yield Index
- Russell U.S. Large Cap Low P/E Index
- S&P 500 Value Index
- S&P 500/Citigroup Pure Value Index
- S&P 500/Citigroup Value Index
- S&P High Yield Dividend Aristocrats Index
- Sabrient Defensive Equity Index
- Value Line Dividend Index
- WisdomTree Dividend ex-Financials index
- WisdomTree Dividend Index
- WisdomTree Earnings 500 Index
- WisdomTree Earnings Index
- WisdomTree Earnings Top 100 Index
- WisdomTree Equity Income Index
- WisdomTree LargeCap Dividend Index
- WisdomTree LargeCap Value Index
- Zacks Multi-Asset Income Index
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