This ETF is one of the many funds that offers targeted exposure to large cap U.S. stocks deemed to exhibit value characteristics, such as low pricing multiples and high dividend yields. This asset class could potentially be appealing to investors building a long-term portfolio, and may also have appeal as a means of implementing a shorter-term tactical tilt towards value stocks. PWV is unique in the methodology utilized to determine underlying holdings; instead of including all value stocks and focusing on the biggest names, PWV is linked to an "intelligent" index that uses quant-based screens to identify stocks deemed to have the most promising outlook. As such, PWV is one of the funds that blurs the lines between active and passive management; those who believe the underlying methodology is sound and capable of adding alpha over the long run may gravitate towards this stock as a choice for large cap exposure, while those who believe in efficient markets and minimizing costs may look towards ETFs with lower expense ratios (IWD and VTV are considerably cheaper than PWV).
The adjacent table gives investors an individual Realtime Rating for PWV on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Blend Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
This section compares how balanced and deep this ETF is relative to the peer group ETFdb.com Category.
|Developed Markets (ex-US)||2.81%|
This section compares the cost efficiency of this ETF to peers in the same ETFdb.com Category.
This ETF is not currently available for commission free trading on any platforms.
There are 45 other ETFs in the Large Cap Blend Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
This section compares the fund flows of this ETF to peers in the same ETFdb.com Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of PWV relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.