August 1, 2014

Best Performing Large Value ETFs 2014

Best performing large value ETFs 2014 are First Trust Large Cap Value AlphaDEX, WisdomTree LargeCap Value, iShares MSCI USA Value Factor, etc.

Large Value Funds

Best Performing Large Value ETFs 2014The large value fund is part of US stock fund. This large mutual fund utilizes its assets to purchase common stocks of U.S. large companies which are considered undervalue. These undervalued companies are less expensive or growing more slowly than other large-cap companies. Other large cap funds are large blend, and large growth.

You can invest in large value ETFs if you like their liquidity and low cost. Exchange Traded Funds (ETFs) can be bought or sold through your online brokerage or stock broker. Some may offer these ETFs for free commission such as Fidelity, Vanguard, Schwab, TD Ameritrade, etc.

The top performing list is sorted based on its past 1 year performance up to July 2014. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

Best performing large value ETFs 2014 are:
  1. First Trust Large Cap Value AlphaDEX
  2. WisdomTree LargeCap Value
  3. Forensic Accounting ETF
  4. iShares MSCI USA Value Factor
  5. SPDR S&P 1500 Value Tilt ETF
  6. RevenueShares Large Cap ETF
  7. Columbia Select Large Cap Value ETF
  8. ALPS Sector Dividend Dogs ETF
  9. FlexShares Quality Dividend Dynamic
  10. PowerShares FTSE RAFI US 1000 ETF
  11. iShares Russell 1000 Value
  12. Vanguard Russell 1000 Value Index ETF
  13. PowerShares Dynamic Large Cap Value ETF
  14. Vanguard Value ETF
  15. iShares Core US Value
  16. First Trust Capital Strength ETF
  17. iShares Russell Top 200 Value
  18. Vanguard Mega Cap Value Index ETF
  19. WisdomTree LargeCap Dividend
  20. WisdomTree Total Dividend
  21. Vanguard S&P 500 Value Index ETF
  22. SPDR S&P 500 Value ETF
  23. iShares S&P 500 Value
  24. FlexShares Quality Dividend
  25. Vanguard High Dividend Yield Index ETF
  26. ELEMENTS DJ High Yield Select 10 ETN
  27. iShares Enhanced US Large-Cap
  28. iShares Morningstar Large-Cap Value
  29. WisdomTree Dividend ex-Financials
  30. iShares NYSE 100
  31. Schwab US Large-Cap Value ETF
  32. PowerShares Fundamental Pure Large Value ETF
  33. First Trust Morningstar Dividend Leaders Index
  34. SPDR Russell 1000 Low Volatility ETF
  35. FlexShares Quality Dividend Defensive
Updated on 8/1/2014

First Trust Large Cap Value AlphaDEX Fund (FTA)

First Trust Large Cap Value AlphaDEX Fund is an index exchange traded fund tracking the Defined Large Cap Value Index. It has total net assets are $1.03 billion. The current dividend yield is 1.57%. The share price is currently stood at $43.54. The annual expense ratio is 0.67%.

More: Top Performing Large Value Mutual Funds 2013

Morningstar has ranked this best performing large value ETF with 5 stars rating. In 2014, the YTD is 20.50%. It has a 3 year annualized return of 18.51%.

Top 5 stocks in its portfolio are Intel Corp, Freeport-McMoRan Inc, CF Industries Holdings Inc, Tyson Foods Inc, and Quest Diagnostics Inc. Top 3 sectors are energy, utilities, and consumer cyclical.

WisdomTree LargeCap Value Fund (EZY)

WisdomTree LargeCap Value Fund is a 3 star ETF. It has a low expense fee of 0.38%. The fund CUSIP is 97717W547. It has $27 million of assets. The price range for the past 52 week is between $50.64 & $62.09.

Top 3 stocks are JPMorgan Chase & Co, ConocoPhillips, and Ford Motor Co. This top stock ETF has returned 15.50% over the past 3 year, and 17.54% over the past 5 year. The year to date return in 2014 is 7.78%.

Forensic Accounting ETF (FLAG)

Forensic Accounting ETF seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Del Vecchio Earnings Quality Index. With $12 million of assets, this equity ETF has expense fee of 0.85%. The 12 month yield is 1.42%.

More: Top ETFs 2014

Top 4 equities in its portfolio are ADT Corp, Aflac, AGL Resources Inc, and AES Corporation. It has 1 year total return of 20.10%.

iShares MSCI USA Value Factor ETF (VLUE)

iShares MSCI USA Value Factor ETF utilizes its assets to purchase U.S. large- and mid-capitalization stocks with value characteristics and relatively lower valuations. The current distribution yield is 2.18%. It has low expense fee of 0.15%.

This top ETF has an average 1 year return of 19.15%. Top 3 equities are Exxon Mobil Corp, Apple Inc, and Chevron Corp.

SPDR S&P 1500 Value Tilt ETF (VLU)

SPDR S&P 1500 Value Tilt ETF has a market share price of $84.83. The dividend yield is 1.70%. The current average volume is 946. This large value ETF has 1 year average return of 19.70%.

Large Value ETF Returns


NoETF NameSymbolExpense Ratio (%)YTD Return %1-Year Return %
1First Trust Large Cap Value AlphaDEXFTA0.678.3420.71
2WisdomTree LargeCap ValueEZY0.388.0420.62
3Forensic Accounting ETFFLAG0.857.4320.08
4iShares MSCI USA Value FactorVLUE0.157.9120
5SPDR S&P 1500 Value Tilt ETFVLU0.357.8219.7
6RevenueShares Large Cap ETFRWL0.496.3319.66
7Columbia Select Large Cap Value ETFGVT0.811.0919.61
8ALPS Sector Dividend Dogs ETFSDOG0.410.3619.57
9FlexShares Quality Dividend DynamicQDYN0.377.8318.91
10PowerShares FTSE RAFI US 1000 ETFPRF0.397.3318.81
11iShares Russell 1000 ValueIWD0.28.1118.21
12Vanguard Russell 1000 Value Index ETFVONV0.158.2418.18
13PowerShares Dynamic Large Cap Value ETFPWV0.578.8718.18
14Vanguard Value ETFVTV0.097.7317.64
15iShares Core US ValueIUSV0.257.6217.61
16First Trust Capital Strength ETFFTCS0.655.3117.47
17iShares Russell Top 200 ValueIWX0.27.6217.31
18Vanguard Mega Cap Value Index ETFMGV0.117.9217.23
19WisdomTree LargeCap DividendDLN0.288.0616.94
20WisdomTree Total DividendDTD0.287.9116.91
21Vanguard S&P 500 Value Index ETFVOOV0.157.0816.87
22SPDR S&P 500 Value ETFSPYV0.27.216.79
23iShares S&P 500 ValueIVE0.186.9716.71
24FlexShares Quality DividendQDF0.376.1916.49
25Vanguard High Dividend Yield Indx ETFVYM0.18.0516.48
26ELEMENTS DJ High Yield Select 10 ETNDOD0.759.9716.41
27iShares Enhanced US Large-CapIELG0.185.616.23
28iShares Morningstar Large-Cap ValueJKF0.257.8316.19
29WisdomTree Dividend ex-FinancialsDTN0.387.8416.09
30iShares NYSE 100NY0.26.5116.08
31Schwab US Large-Cap Value ETF™SCHV0.076.4915.99
32PowerShares Fundamental Pure Lg Val ETFPXLV0.396.2315.98
33First Trust Morningstar Div Leaders IdxFDL0.4510.7315.08
34SPDR Russell 1000 Low Volatility ETFLGLV0.27.5415.05
35FlexShares Quality Dividend DefensiveQDEF0.376.4415

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