November 14, 2014

Top Performing Large Blend ETFs 2014

Large blend ETFs invests mainly in companies with market values greater than $10 billion. These exchange traded funds invest in a combination of growth and value-oriented stocks. They may provide some yield for income.

Best Large Cap Funds

These top performers are sorted based on its 1 year total return performance (up to November 3, 2014). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.

Top performing large blend ETFs 2014 are:
    Large Cap Stocks ETFs
  1. ProShares Large Cap Core Plus ETF
  2. iShares Morningstar Large-Cap ETF
  3. iShares MSCI USA Minimum Volatility ETF
  4. iShares MSCI USA Size Factor ETF
  5. PowerShares S&P 500 High Quality ETF
  6. ProShares S&P 500 Dividend Aristocrats ETF
  7. iShares Core S&P 500 ETF
  8. Vanguard S&P 500 ETF
  9. Guggenheim S&P 500 Equal Weight ETF
  10. Vanguard Mega Cap ETF
  11. SPDR S&P 500 ETF

Alternative ETF

ProShares Large Cap Core Plus ETF (CSM) is an alternative for large ca allocations. This fund offers the potential to outperform traditional large cap index funds. Its benchmark is the Credit Suisse 130/30 Large Cap Index. The expense fee is 0.45%. The yield is 1.35%. Total assets are $409 million.

More: Best ETFs 2014

This top performing large blend ETF is ranked with 5 stars rating. In 2014, the year to date return is 13.46%. This index ETF has returned 20.82% over the past 3 years, and 17.29% over the past 5 years. Top 3 sectors are technology, financial services, and industrials.

Morningstar ETF

iShares Morningstar Large-Cap ETF is ranked with 5 stars rating by Morningstar. The 12 month dividend yield is 1.87%. The current expense fee is 0.20%. With assets of $531 million, this exchange traded fund invests mainly in stocks of large, established U.S. companies.

More: Top 30 Popular ETFs

The 3 year annualized return is 21.74%. In 2104, the YTD return is 12.32%. Top 5 stocks in its portfolio are Microsoft Corp (MSFT), Johnson & Johnson (JNJ), Berkshire Hathaway Inc Class B (BRK.B), Procter & Gamble Co (PG), and Bank of America Corporation (BAC).

S&P Stocks ETF

Ranked with 4 stars rating, this PowerShares S&P 500 High Quality ETF has a yield of 1.64%. Its expense fee is 0.29%. This top performing large blend ETF has YTD return of 11.29% in 2014. Top 3 equities are 3M Co (MMM), Union Pacific Corp (UNP), and Danaher Corp (DHR).

NoETF NameSymbolExpense Ratio (%)Market Return 1-Year
1ProShares Large Cap Core PlusCSM0.4519.93
2iShares Morningstar Large-CapJKD0.217.16
3iShares MSCI USA Minimum VolatilityUSMV0.1515.21
4iShares MSCI USA Size FactorSIZE0.1515.56
5PowerShares S&P 500 High Quality ETFSPHQ0.2916.48
6ProShares S&P 500 Dividend AristocratsNOBL0.3515.11
7iShares Core S&P 500IVV0.0717.08
8Vanguard S&P 500 ETFVOO0.0517.19
9Guggenheim S&P 500 Equal Weight ETFRSP0.416.52
10Vanguard Mega Cap ETFMGC0.1116.98
11SPDR S&P 500 ETFSPY0.0916.95
12iShares Russell Top 200IWL0.1516.44
13SPDR Russell 1000 ETFONEK0.1115.86
14Vanguard Large-Cap ETFVV0.0916.78
15Schwab US Large-Cap ETFSCHX0.0416.73
16WisdomTree Earnings 500 ETFEPS0.2817.19
17ALPS Equal Sector Weight ETFEQL0.3415.72
18Vanguard Russell 1000 ETFVONE0.1216.28
19iShares S&P 100OEF0.216.52

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