WisdomTree LargeCap Value Index ETF Tax Rates

Index Description

The WisdomTree LargeCap Value Index is a fundamentally weighted index that measures the performance of large-cap value companies. The Index consists of U.S. companies that have positive cumulative earnings over the past four fiscal quarters and that meet WisdomTree's market capitalization, liquidity, and other requirements as of the Index measurement date. For these purposes, "earnings" are determined using a company's reported net income, excluding special items, applicable to common shareholders.

ETFs Tracking The WisdomTree LargeCap Value Index

The following table presents sortable tax data for ETFs currently tracking the WisdomTree LargeCap Value Index.

As Of 05/17/2013
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
EZY LargeCap Value Fund 35% 15% 1099

Other Large Cap Value Equities ETFs

ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the Large Cap Value Equities ETFdb Category are presented in the following table.

As Of 05/17/2013
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
IWD Russell 1000 Value 35% 15% 1099
VIG Dividend Appreciation ETF 35% 15% 1099
DVY Dow Jones Select Dividend Index Fund 35% 15% 1099
DIA Dow Jones Industrial Average ETF 35% 15% 1099
SDY SPDR S&P Dividend ETF 35% 15% 1099
VTV Value ETF 35% 15% 1099
VYM High Dividend Yield ETF 35% 15% 1099
IVE S&P 500 Value Index Fund 35% 15% 1099
HDV High Dividend Equity Fund 35% 15% 1099
PRF FTSE RAFI US 1000 Portfolio 35% 15% 1099
DLN LargeCap Dividend Fund 35% 15% 1099
DTN Dividend ex-Financials Fund 35% 15% 1099
CVY Multi-Asset Income ETF 35% 15% 1099
DHS Equity Income Fund 35% 15% 1099
FVD Value Line Dividend Index Fund 35% 15% 1099
FDL Morningstar Dividend Leaders Index Fund 35% 15% 1099
SCHV U.S. Large-Cap Value ETF 35% 15% 1099
PWV Dynamic LargeCap Value 35% 15% 1099
MGV Mega Cap 300 Value 35% 15% 1099
FTA Large Cap Value AlphaDEX Fund 35% 15% 1099
DTD Total Dividend Fund 35% 15% 1099
PFM Dividend Achievers 35% 15% 1099
JKF Morningstar Large Value Index Fund 35% 15% 1099
SDOG Sector Dividend Dogs ETF 35% 15% 1099
RPV S&P 500 Pure Value ETF 35% 15% 1099
VONV Russell 1000 Value ETF 35% 15% 1099
SPYV SPDR S&P 500 Value ETF 35% 15% 1099
SPHD S&P 500 High Dividend Portfolio 35% 15% 1099
DEF Defensive Equity ETF 35% 15% 1099
VLUE MSCI USA Value Factor ETF 35% 15% 1099
IWX Russell Top 200 Value Index Fund 35% 15% 1099
VOOV S&P 500 Value ETF 35% 15% 1099
EPS Earnings 500 Fund 35% 15% 1099
EXT Total Earnings Fund 35% 15% 1099
NY NYSE 100 Index Fund 35% 15% 1099
FDV Strategic Value Index Fund 35% 15% 1099
DIV SuperDividend U.S. ETF 35% 15% 1099
EZY LargeCap Value Fund 35% 15% 1099
DOD DJ High Yield Select 10 ETN 35% 15% 1099
SYLD Cambria Shareholder Yield ETF 35% 15% 1099
IELG Enhanced U.S. Large-Cap ETF 35% 15% 1099
FLAG The Forensic Accounting ETF 35% 15% 1099
PXLV RAFI Fundamental Pure Large Value Portfolio 35% 15% 1099
GVT Concentrated Large Cap Value Strategy Fund 35% 15% 1099

Other Large Cap Value Equities Indexes

Other indexes tracked by ETFs in the Large Cap Value Equities ETFdb Category include:

Mutual Funds Tracking WisdomTree LargeCap Value Index

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