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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 47 Large Cap Value Equities ETFs.

Large Cap Value Equities ETFs are exchange-traded funds that invest in large market capitalization companies that are considered undervalued by the market. They typically invest in a diversified portfolio of stocks across different sectors and have lower returns but also less risk compared to other types of ETFs. As a result, they are suitable for long-term investors seeking income through dividends and less volatility in their portfolios. Additionally, they provide diversification which can mitigate the risk of a single issuer.

Click on any item in the list to see complete information, including risk and performance analysis.


Category: Large Cap Value Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
JVAL
JPMorgan U.S. Value Factor ETFLarge Cap Value EquitiesNov 8, 20170.12%
8.26%
2.28%
KFA Value Liner Dynamic Core Equity Index ETFLarge Cap Value EquitiesNov 24, 20200.56%
5.40%
2.65%
Ossiam US Minimum Variance ESG NR UCITS ETF 1A (US...Large Cap Value EquitiesApr 24, 20200.65%
10.01%
0.00%
Vanguard Mega Cap Value ETFLarge Cap Value EquitiesDec 17, 20070.07%
9.92%
10.69%
2.35%
Ossiam US Minimum Variance ESG UCITS ETF (EUR)Large Cap Value EquitiesApr 24, 20200.65%
11.65%
21.41%
0.00%
Invesco FTSE RAFI US 1000 UCITS ETFLarge Cap Value EquitiesNov 12, 20070.39%
10.27%
13.48%
0.01%
Invesco Dynamic Large Cap Value ETFLarge Cap Value EquitiesMar 3, 20050.58%
12.25%
9.39%
1.95%
Columbia Research Enhanced Value ETFLarge Cap Value EquitiesSep 25, 20190.19%
10.73%
2.25%
ALPS Sector Dividend Dogs ETFLarge Cap Value Equities, DividendJun 29, 20120.40%
6.36%
8.45%
4.11%
AAM S&P 500 High Dividend Value ETFLarge Cap Value Equities, DividendNov 28, 20170.29%
7.52%
3.73%
Invesco S&P 500 Value with Momentum ETFLarge Cap Value EquitiesJun 16, 20110.39%
11.73%
9.69%
2.03%
Invesco S&P 500® Enhanced Value ETFLarge Cap Value EquitiesOct 9, 20150.13%
13.56%
2.61%
T. Rowe Price Equity Income ETFLarge Cap Value Equities, Actively ManagedAug 4, 20200.54%
9.07%
1.95%
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-disLarge Cap Value EquitiesApr 11, 20120.20%
7.23%
9.23%
0.00%
UBS ETF (IE) Factor MSCI USA Prime Value UCITS ETF...Large Cap Value EquitiesAug 26, 20150.25%
7.56%
0.00%
VictoryShares USAA MSCI USA Value Momentum ETFLarge Cap Value EquitiesOct 24, 20170.20%
11.13%
1.70%
SPDR MSCI USA Value Weighted UCITS ETFLarge Cap Value EquitiesFeb 18, 20150.20%
8.03%
0.00%
iShares Edge MSCI USA Value Factor ETFLarge Cap Value EquitiesApr 16, 20130.15%
7.25%
8.81%
2.40%
Vanguard Russell 1000 Value ETFLarge Cap Value EquitiesSep 20, 20100.08%
8.49%
8.97%
1.96%
Vanguard S&P 500 Value ETFLarge Cap Value EquitiesSep 7, 20100.10%
7.58%
10.56%
1.70%

21–40 of 47

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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