August 4, 2012

YTD Top Performer Large Cap Stock Exchange Traded Funds 2012

YTD top performer large cap stock exchange traded funds up to July 22 2012 are PowerShares QQQ, iShares Morningstar Large Growth Index, First Trust US IPO Index, etc.

Best Performing ETFs

These best performing exchange traded funds are sorted based on its year-to-date performance. You can find large growth ETFs, large blend ETFs, and large value ETFs in this list. These stock ETFs are investing in U.S. companies with large capitalization.

YTD Top Performer Large Cap Stock Exchange Traded Funds up to July 22 2012 are:
Top Performer ETFs logo
Top Performer ETFs
  1. PowerShares QQQ (QQQ)
  2. iShares Morningstar Large Growth Index (JKE)
  3. First Trust US IPO Index (FPX)
  4. PowerShares Fundamental Pure Large Growth (PXLG)
  5. Fidelity Nasdaq Composite Index Tracking (ONEQ)
  6. Vanguard Mega Cap 300 Growth Index ETF (MGK)
  7. Guggenheim Russell Top 50 (XLG)
  8. PowerShares Dynamic Large Cap Growth (PWB)
  9. iShares Russell Top 200 Growth Index (IWY)
  10. First Trust NASDAQ-100 ex-Tech Sec Index (QQXT)
updated on 8/3/2012

1. PowerShares QQQ (QQQ)

The PowerShares QQQ fund invests mainly in a portfolio which tracks the Nasdaw-100 Index. The CUSIP number is 73935A104. It has a 12-month yield of 0.81%. The expense ratio is quite low, 0.20%. The fund has an average volume of 60.6 million.

Ranked with 5 stars rating by Morningstar, it has a year-to-date return of 15.25%. The top 3 sectors are technology (64.62%), consumer cyclical (13.80%), and healthcare (10.30%). The top 3 holdings are Apple Inc, Microsoft Corporation, and Google Inc Class A.

2. iShares Morningstar Large Growth Index (JKE)

This iShares Morningstar Large Growth Index fund objective is to achieve investment result that correspond the performance of the Morningstar Large Growth Index. The expense ratio is 0.25%. It has $438 million of total net assets.

MORE: Top Performer High Yield Bond ETFs

This large cap stock ETF is rated with 4 star rating by Morningstar. It has returned 16.04% over the past 3 year, and 1.85% over the past 5 year. The top 3 stocks in its assets are Apple Inc, International Business Machines Corp, and Coca-Cola Co.

3. First Trust US IPO Index (FPX)

Incepted on April 11 2006, First Trust US IPO Index fund tracks the performance of the IPOX-100 U.S. Index. The fund has number of holdings of 100. Its net expense ratio is 0.60%. The YTD return of this large cap stock fund is 13.1%. It is traded at NYSE Arca exchange.

As of July 2012, the top 5 stocks are Visa Inc, Kinder Morgan Inc, General Motors Company, Phillips 66, and Lorillard Inc.

4. PowerShares Fundamental Pure Large Growth (PXLG)

PowerShares Fundamental Pure Large Growth portfolio is a small and new large growth ETF. It only has $5.35 million of assets. The annual expense ratio is 0.39%. You can buy this ETF using your regular brokerages such as Fidelity, TD Ameritrade, Schwab, Scottrade, etc.

5. Fidelity Nasdaq Composite Index Tracking (ONEQ)

Fidelity Nasdaq Composite Index Tracking fund invests majority of its assets in companies stocks included in Nasdaq Composite Index. It has 0.86% dividend yield. The expense ratio is 0.30%. The investment style is large growth.

More: Top Performer Municipal Bond ETFs

This large cap stock exchange traded fund has returned 16.23% over the past 3 year and 2.57% over the past 5 year.

6. Vanguard Mega Cap 300 Growth Index ETF (MGK)

The investment objective of Vanguard Mega Cap 300 Growth Index ETF is to achieve capital growth through investment in large-capitalization growth stocks in the United States. Its benchmark is MSCI US Large Cap 300 Index. It has $804 million of total assets. The annual portfolio turnover rate is 26%.
The worst 1 year total return was occurred in 2008 with -35.16%. The 3 year beta risk s 1.02. The alpha is 0.57.

Disclosure: No Position

Previous Article:
Fund Performance
NoETF NameSymbolCategoryExpense Ratio (%)YTD Return1-Year Return
1PowerShares QQQQQQLarge Growth0.215.2510.31
2iShares Morningstar Large Growth IndexJKELarge Growth0.2514.138.19
3First Trust US IPO IndexFPXLarge Growth0.613.16.63
4PowerShares Fundamental Pure Large GrowthPXLGLarge Growth0.39137.26
5Fidelity Nasdaq Composite Index TrackingONEQLarge Growth0.312.515.01
6Vanguard Mega Cap 300 Gr Index ETFMGKLarge Growth0.1211.987.66
7Guggenheim Russell Top 50XLGLarge Blend0.211.8610.07
8PowerShares Dynamic Large Cap GrowthPWBLarge Growth0.6111.793.73
9iShares Russell Top 200 Growth IndexIWYLarge Growth0.211.587.6
10First Trust NASDAQ-100 ex-Tech Sec IdxQQXTLarge Growth0.611.48-1.57
11iShares S&P 100 IndexOEFLarge Blend0.211.337.98
12Vanguard Growth ETFVUGLarge Growth0.111.15.11
13iShares S&P 500 Growth IndexIVWLarge Growth0.1810.876.77
14iShares High Dividend EquityHDVLarge Value0.410.8619.34
15Schwab U.S. Large-Cap Growth ETFSCHGLarge Growth0.1310.832.54

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