Large Value Funds
The 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:
- First Trust Large Cap Value AlphaDEX
- WisdomTree LargeCap Value
- Forensic Accounting ETF
- iShares MSCI USA Value Factor
- SPDR S&P 1500 Value Tilt ETF
- RevenueShares Large Cap ETF
- Columbia Select Large Cap Value ETF
- ALPS Sector Dividend Dogs ETF
- FlexShares Quality Dividend Dynamic
- PowerShares FTSE RAFI US 1000 ETF
- iShares Russell 1000 Value
- Vanguard Russell 1000 Value Index ETF
- PowerShares Dynamic Large Cap Value ETF
- Vanguard Value ETF
- iShares Core US Value
- First Trust Capital Strength ETF
- iShares Russell Top 200 Value
- Vanguard Mega Cap Value Index ETF
- WisdomTree LargeCap Dividend
- WisdomTree Total Dividend
- Vanguard S&P 500 Value Index ETF
- SPDR S&P 500 Value ETF
- iShares S&P 500 Value
- FlexShares Quality Dividend
- Vanguard High Dividend Yield Index ETF
- ELEMENTS DJ High Yield Select 10 ETN
- iShares Enhanced US Large-Cap
- iShares Morningstar Large-Cap Value
- WisdomTree Dividend ex-Financials
- iShares NYSE 100
- Schwab US Large-Cap Value ETF
- PowerShares Fundamental Pure Large Value ETF
- First Trust Morningstar Dividend Leaders Index
- SPDR Russell 1000 Low Volatility ETF
- FlexShares Quality Dividend Defensive
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
No | ETF Name | Symbol | Expense Ratio (%) | YTD Return % | 1-Year Return % |
---|---|---|---|---|---|
1 | First Trust Large Cap Value AlphaDEX | FTA | 0.67 | 8.34 | 20.71 |
2 | WisdomTree LargeCap Value | EZY | 0.38 | 8.04 | 20.62 |
3 | Forensic Accounting ETF | FLAG | 0.85 | 7.43 | 20.08 |
4 | iShares MSCI USA Value Factor | VLUE | 0.15 | 7.91 | 20 |
5 | SPDR S&P 1500 Value Tilt ETF | VLU | 0.35 | 7.82 | 19.7 |
6 | RevenueShares Large Cap ETF | RWL | 0.49 | 6.33 | 19.66 |
7 | Columbia Select Large Cap Value ETF | GVT | 0.8 | 11.09 | 19.61 |
8 | ALPS Sector Dividend Dogs ETF | SDOG | 0.4 | 10.36 | 19.57 |
9 | FlexShares Quality Dividend Dynamic | QDYN | 0.37 | 7.83 | 18.91 |
10 | PowerShares FTSE RAFI US 1000 ETF | PRF | 0.39 | 7.33 | 18.81 |
11 | iShares Russell 1000 Value | IWD | 0.2 | 8.11 | 18.21 |
12 | Vanguard Russell 1000 Value Index ETF | VONV | 0.15 | 8.24 | 18.18 |
13 | PowerShares Dynamic Large Cap Value ETF | PWV | 0.57 | 8.87 | 18.18 |
14 | Vanguard Value ETF | VTV | 0.09 | 7.73 | 17.64 |
15 | iShares Core US Value | IUSV | 0.25 | 7.62 | 17.61 |
16 | First Trust Capital Strength ETF | FTCS | 0.65 | 5.31 | 17.47 |
17 | iShares Russell Top 200 Value | IWX | 0.2 | 7.62 | 17.31 |
18 | Vanguard Mega Cap Value Index ETF | MGV | 0.11 | 7.92 | 17.23 |
19 | WisdomTree LargeCap Dividend | DLN | 0.28 | 8.06 | 16.94 |
20 | WisdomTree Total Dividend | DTD | 0.28 | 7.91 | 16.91 |
21 | Vanguard S&P 500 Value Index ETF | VOOV | 0.15 | 7.08 | 16.87 |
22 | SPDR S&P 500 Value ETF | SPYV | 0.2 | 7.2 | 16.79 |
23 | iShares S&P 500 Value | IVE | 0.18 | 6.97 | 16.71 |
24 | FlexShares Quality Dividend | QDF | 0.37 | 6.19 | 16.49 |
25 | Vanguard High Dividend Yield Indx ETF | VYM | 0.1 | 8.05 | 16.48 |
26 | ELEMENTS DJ High Yield Select 10 ETN | DOD | 0.75 | 9.97 | 16.41 |
27 | iShares Enhanced US Large-Cap | IELG | 0.18 | 5.6 | 16.23 |
28 | iShares Morningstar Large-Cap Value | JKF | 0.25 | 7.83 | 16.19 |
29 | WisdomTree Dividend ex-Financials | DTN | 0.38 | 7.84 | 16.09 |
30 | iShares NYSE 100 | NY | 0.2 | 6.51 | 16.08 |
31 | Schwab US Large-Cap Value ETF™ | SCHV | 0.07 | 6.49 | 15.99 |
32 | PowerShares Fundamental Pure Lg Val ETF | PXLV | 0.39 | 6.23 | 15.98 |
33 | First Trust Morningstar Div Leaders Idx | FDL | 0.45 | 10.73 | 15.08 |
34 | SPDR Russell 1000 Low Volatility ETF | LGLV | 0.2 | 7.54 | 15.05 |
35 | FlexShares Quality Dividend Defensive | QDEF | 0.37 | 6.44 | 15 |
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