Top Large Cap Stock ETFs |
As part of U.S. domestic stock fund, large growth equity fund invests mainly in equities of U.S. companies with high potential growth. There are about 16 ETFs in this large growth category. The fund sponsors are Invesco PowerShares, Vanguard, iShares, State Street, Guggenheim, Fidelity, First Trust, etc. The expense ratios are in the range of 0.10% and 0.70%.
These top large growth stock ETFs are chosen based on its expense ratio fee, portfolio turnover rate, management, performance, etc. You can find the fund review and comparison below.
The 10 best large growth domestic stock exchange traded funds of 2012 are:
- PowerShares QQQ (QQQ)
- Vanguard Growth ETF (VUG)
- iShares S&P 500 Growth Index (IVW)
- SPDR S&P 500 Growth ETF (SPYG)
- Vanguard Mega Cap 300 Growth Index ETF (MGK)
- iShares Morningstar Large Growth Index (JKE)
- Guggenheim S&P 500 Pure Growth (RPG)
- iShares Russell 1000 Growth Index (IWF)
- Fidelity Nasdaq Composite Index Tracking (ONEQ)
- First Trust US IPO Index (FPX)
1. PowerShares QQQ (QQQ)
PowerShares QQQ fund objective is to achieve the investment results correspond to the Nasdaq-100 Index in term of price and yield performance. Its annual expense ratio is only 0.20%. This ETF also has a yield of 0.81%. It is introduced to public on March 9, 1999.
Ranked with 5 stars rating, this large growth fund has returned 7.36% over the past 5 year and 11.96% over the past 10 year. The top 5 holdings include Apple Inc (18.79%), Microsoft Corporation (8.84%), Google Inc (5.19%), Oracle Corporation (5.08%), and Intel Corp (4.61%).
2. Vanguard Growth ETF (VUG)
Vanguard Growth ETF utilizes its assets to purchase a broadly diversified index predominantly made up of growth stocks of large U.S. companies. Hence it is using indexing approach; it tracks the MSCI US Prime Market Growth Index. It has $24.5 billion of total assets. This large growth equity fund has 1.18% yield.
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With low expense ratio of 0.1%, it has been rated with 4 stars rating by Morningstar. This domestic stock fund has a 5 year annualized return of 4.06%. The top 3 sectors are technology, consumer cyclical, and industrials.
3. iShares S&P 500 Growth Index (IVW)
iShares S&P 500 Growth Index fund invests majority of its assets in the large-capitalization growth U.S. companies. As its fund name described, it uses the S&P 500 Growth Index as its index benchmark. The total assets are $7.2 billion. Its expense ratio is 0.18%.
Ranked with 5 stars rating, it has returned 13.66% over the past year, 15.15% over the past 3 year, and 4.09% over the past 5 year. As of August 2012, the top 5 stocks are Apple Inc, Exxon Mobil Corporation, International Business Machines Corp, Johnson & Johnson, and Coca-Cola Co.
4. SPDR S&P 500 Growth ETF (SPYG)
SPDR S&P 500 Growth ETF is another index fund which tracks the S&P 500 Growth Index. It is similar to IVW fund, but it has slightly higher expense ratio of 0.22%. The fund was introduced on September 24, 2000. The top 2 sectors are technology and healthcare.
5. Vanguard Mega Cap 300 Growth Index ETF (MGK)
The investment objective of Vanguard Mega Cap 300 Growth Index ETF is to track the performance of a benchmark index, the MSCI US Large Cap Growth Index. The 12 month yield is 1.27%. It has 0.12% expense ratio.
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This large growth stock fund has a 3-year annualized return of 15.14%. The worst 1 year total return was occurred in 2008 with -36.17%.
7. Guggenheim S&P 500 Pure Growth (RPG)
Guggenheim S&P 500 Pure Growth fund is seeking to replicate the performance of the S&P 500 Pure Growth Index Total Return. It may use future contracts, options, swaps, etc. It has expense ratio of 0.35% per year.
It is ranked with 5 stars rating by Morningstar. You can buy this ETF through your regular brokerage such as Fidelity, Charles Schwab, TD Ameritrade, E*Trade, Scottrade, etc.
10. First Trust US IPO Index (FPX)
First Trust US IPO Index fund aim is to seek to track the performance of the IPOX-100 U.S. Index. It invests mainly in common stocks that comprise the index. The investment advisor is First Trust Advisors L.P. It has CUSIP number of 336920103.
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Note: This FPX ETF may be illiquid. Please use limit order when you want to buy this ETF. Don’t use market order unless you know your investment aim.
Disclosure: No Position
Fund Information
No | ETF Name | Symbol | Expense Ratio (%) | YTD Return | 1-Year Return | 3-Year Return |
---|---|---|---|---|---|---|
1 | PowerShares QQQ | QQQ | 0.2 | 17.97 | 16.48 | 18.77 |
2 | Vanguard Growth ETF | VUG | 0.1 | 13.31 | 12.34 | 15.31 |
3 | iShares S&P 500 Growth Index | IVW | 0.18 | 12.77 | 13.66 | 15.15 |
4 | SPDR S&P 500 Growth ETF | SPYG | 0.22 | 12.53 | 13.37 | 15.96 |
5 | Vanguard Mega Cap 300 Gr Index ETF | MGK | 0.12 | 14.5 | 14.8 | 15.14 |
6 | iShares Morningstar Large Growth Index | JKE | 0.25 | 16.15 | 14.52 | 15.23 |
7 | Guggenheim S&P 500 Pure Growth | RPG | 0.35 | 8.92 | 4.66 | 18 |
8 | iShares Russell 1000 Growth Index | IWF | 0.2 | 12.48 | 11.56 | 14.92 |
9 | Fidelity Nasdaq Composite Index Tracking | ONEQ | 0.3 | 13.87 | 11.25 | 14.86 |
10 | First Trust US IPO Index | FPX | 0.6 | 14.77 | 14.89 | 17.37 |
11 | iShares Russell 3000 Growth Index | IWZ | 0.25 | 11.87 | 10.86 | 14.83 |
12 | First Trust NASDAQ-100 ex-Tech Sec Idx | QQXT | 0.6 | 12.41 | 4.86 | 14.94 |
13 | PowerShares Dynamic Large Cap Growth | PWB | 0.61 | 14.28 | 11.88 | 14.19 |
14 | First Trust NASDAQ-100 Equal Weight Idx | QQEW | 0.6 | 9.41 | 5 | 14.15 |
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