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:
- ProShares Large Cap Core Plus ETF
- iShares Morningstar Large-Cap ETF
- iShares MSCI USA Minimum Volatility ETF
- iShares MSCI USA Size Factor ETF
- PowerShares S&P 500 High Quality ETF
- ProShares S&P 500 Dividend Aristocrats ETF
- iShares Core S&P 500 ETF
- Vanguard S&P 500 ETF
- Guggenheim S&P 500 Equal Weight ETF
- Vanguard Mega Cap ETF
- 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).No | ETF Name | Symbol | Expense Ratio (%) | Market Return 1-Year |
---|---|---|---|---|
1 | ProShares Large Cap Core Plus | CSM | 0.45 | 19.93 |
2 | iShares Morningstar Large-Cap | JKD | 0.2 | 17.16 |
3 | iShares MSCI USA Minimum Volatility | USMV | 0.15 | 15.21 |
4 | iShares MSCI USA Size Factor | SIZE | 0.15 | 15.56 |
5 | PowerShares S&P 500 High Quality ETF | SPHQ | 0.29 | 16.48 |
6 | ProShares S&P 500 Dividend Aristocrats | NOBL | 0.35 | 15.11 |
7 | iShares Core S&P 500 | IVV | 0.07 | 17.08 |
8 | Vanguard S&P 500 ETF | VOO | 0.05 | 17.19 |
9 | Guggenheim S&P 500 Equal Weight ETF | RSP | 0.4 | 16.52 |
10 | Vanguard Mega Cap ETF | MGC | 0.11 | 16.98 |
11 | SPDR S&P 500 ETF | SPY | 0.09 | 16.95 |
12 | iShares Russell Top 200 | IWL | 0.15 | 16.44 |
13 | SPDR Russell 1000 ETF | ONEK | 0.11 | 15.86 |
14 | Vanguard Large-Cap ETF | VV | 0.09 | 16.78 |
15 | Schwab US Large-Cap ETF | SCHX | 0.04 | 16.73 |
16 | WisdomTree Earnings 500 ETF | EPS | 0.28 | 17.19 |
17 | ALPS Equal Sector Weight ETF | EQL | 0.34 | 15.72 |
18 | Vanguard Russell 1000 ETF | VONE | 0.12 | 16.28 |
19 | iShares S&P 100 | OEF | 0.2 | 16.52 |
No comments:
Post a Comment