The index is an equally-weighted index which measures the performance of fifty stocks which have the highest HOLT valuation score and meet liquidity and tradeability requirements. The HOLT valuation scoring model aims to convert accounting data into cash as measured by their proprietary CFROI metric
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ETF Database staff has allocated each ETF in the ETF database, as well as each index, to a single ‘best-fit’ ETF Database Category. Other ETFs in the Large Cap Value Equities ETF Database Category are presented in the following table.
* Assets in thousands of U.S. Dollars.
Historical return data for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
Fund flow information for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
Expense information for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
Dividend information for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
Holdings data for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
Tax Rate data for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
Technical information for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
Links to analysis of other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
Links to a proprietary ETF Database rating for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table.
| Symbol | ETF Name | Asset Class | Total Assets* | YTD | Avg Volume | Previous Closing Price | 1-Day Change | Overall Rating | 1 Week | 1 Month | 1 Year | 3 Year | 5 Year | YTD FF | 1 Week FF | 4 Week FF | 1 Year FF | 3 Year FF | 5 Year FF | ETF Database | Inception | ER | Commission Free | Annual Dividend Rate | Dividend Date | Dividend | Annual Dividend Yield % | P/E Ratio | Beta | # of Holdings | % In Top 10 | Complete | ST Cap Gain Rate | LT Cap Gain Rate | Tax Form | Lower Bollinger | Upper Bollinger | Support 1 | Resistance 1 | RSI | Advanced | Fact Sheet | ETF Holdings | Chart | ETF Home Page | Head-To-Head | Liquidity Rating | Expenses Rating | Returns Rating | Volatility Rating | Dividend Rating | Concentration Rating |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VTV | Vanguard Value ETF | Equity | $134,823,000 | 0.9% | 3,201,721.0 | $169.88 | -1.79% | 0.2% | 5.0% | 6.6% | 10.2% | 14.5% | Large Cap Value Equities | 2004-01-26 | 0.04% | 2 Platforms | $3.92 | 2025-03-27 | $1.01 | 2.27% | 15.8 | 0.89 | 332 | 21.4% | View | 40% | 20% | 1099 | $163.04 | $174.02 | $169.07 | $171.44 | 52.32 | View | View | View | View | View | View | A+ | A | |||||||||||
| CGDV | Capital Group Dividend Value ETF | Equity | $16,442,500 | 4.0% | 3,762,317.0 | $36.58 | -1.72% | -0.1% | 9.2% | 11.7% | 18.0% | N/A | Large Cap Value Equities | 2022-02-22 | 0.33% | N/A | $0.57 | 2025-03-31 | $0.11 | 1.54% | N/A | 0.91 | 54 | 40.5% | View | 40% | 20% | 1099 | $34.02 | $37.65 | $36.36 | $36.95 | 57.09 | View | View | View | View | View | View | A | B+ | |||||||||||
| DFIV | Dimensional International Value ETF | Equity | $11,443,000 | 18.4% | 1,342,295.0 | $41.87 | -0.45% | 2.0% | 8.4% | 14.7% | 14.0% | N/A | Large Cap Value Equities | 2021-09-13 | 0.35% | N/A | $1.43 | 2025-03-25 | $0.14 | 3.42% | N/A | 0.79 | 536 | 14.9% | View | 40% | 20% | 1099 | $39.44 | $42.08 | $41.73 | $42.15 | 65.29 | View | View | View | View | View | View | A | B+ | |||||||||||
| HDV | iShares Core High Dividend ETF | Equity | $11,083,300 | 3.4% | 565,290.0 | $115.29 | -1.17% | 1.7% | 1.7% | 7.4% | 7.2% | 11.1% | Large Cap Value Equities | 2011-03-29 | 0.08% | Fidelity | $4.07 | 2025-03-18 | $0.80 | 3.49% | 12.3 | 0.81 | 76 | 48.2% | View | 40% | 20% | 1099 | $113.29 | $116.65 | $114.92 | $116.00 | 50.20 | View | View | View | View | View | View | A- | A | |||||||||||
| AVLV | Avantis U.S. Large Cap Value ETF | Equity | $7,258,790 | -1.7% | 882,819.0 | $65.38 | -1.92% | -1.3% | 8.0% | 4.8% | 12.0% | N/A | Large Cap Value Equities | 2021-09-21 | 0.15% | N/A | $1.10 | 2025-03-25 | $0.27 | 1.66% | 0.1 | 0.99 | 297 | 22.8% | View | 40% | 20% | 1099 | $60.80 | $67.90 | $65.04 | $65.98 | 54.12 | View | View | View | View | View | View | A- | A | |||||||||||
| VLUE | iShares MSCI USA Value Factor ETF | Equity | $6,489,990 | 2.0% | 646,560.0 | $107.00 | -2.08% | -0.4% | 8.5% | 5.2% | 6.5% | 11.8% | Large Cap Value Equities | 2013-04-16 | 0.15% | N/A | $2.87 | 2025-03-18 | $0.68 | 2.62% | 10.7 | 1.04 | 142 | 36.4% | View | 40% | 20% | 1099 | $99.65 | $110.86 | $106.36 | $108.20 | 54.81 | View | View | View | View | View | View | A | A- | |||||||||||
| FDL | First Trust Morningstar Dividend Leaders Index Fund | Equity | $5,452,970 | 3.6% | 1,035,598.0 | $41.38 | -1.92% | 1.0% | 3.3% | 12.1% | 8.2% | 16.0% | Large Cap Value Equities | 2006-03-09 | 0.43% | N/A | $2.02 | 2025-03-27 | $0.36 | 4.79% | 11.5 | 0.86 | 96 | 55.5% | View | 40% | 20% | 1099 | $40.41 | $42.16 | $41.17 | $41.79 | 50.40 | View | View | View | View | View | View | A | B- | |||||||||||
| JAVA | JPMorgan Active Value ETF | Equity | $3,464,100 | -0.6% | 391,810.0 | $62.77 | -2.15% | -0.9% | 5.4% | 5.6% | 9.8% | N/A | Large Cap Value Equities | 2021-10-04 | 0.44% | N/A | $0.93 | 2025-03-25 | $0.17 | 1.44% | 13.8 | 0.80 | 163 | 22.3% | View | 40% | 20% | 1099 | $60.23 | $64.82 | $62.43 | $63.43 | 51.39 | View | View | View | View | View | View | A- | B- | |||||||||||
| DFLV | Dimensional US Large Cap Value ETF | Equity | $3,411,100 | -0.4% | 737,386.0 | $29.78 | -1.91% | -0.7% | 5.4% | 2.5% | N/A | N/A | Large Cap Value Equities | 2022-12-06 | 0.22% | N/A | $0.53 | 2025-03-25 | $0.13 | 1.74% | N/A | 1.14 | 340 | 23.2% | View | 40% | 20% | 1099 | $28.47 | $30.72 | $29.64 | $30.06 | 51.49 | View | View | View | View | View | View | A | A- | |||||||||||
| GCOW | Pacer Global Cash Cows Dividend ETF | Equity | $2,262,430 | 11.3% | 341,651.0 | $37.49 | -0.66% | 2.5% | 5.1% | 10.2% | 8.9% | 13.9% | Large Cap Value Equities | 2016-02-23 | 0.60% | N/A | $1.45 | 2025-03-06 | $0.06 | 3.87% | 0.1 | 0.83 | 101 | 22.1% | View | 40% | 20% | 1099 | $36.22 | $37.60 | $37.32 | $37.78 | 58.74 | View | View | View | View | View | View | A- | C | |||||||||||
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