The Best Large Cap Value Equities ETFs
The table below compares the performance and other essential indicators like dividend yield and expense ratio of 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.
- Number of ETFs
- 136
- Avg. Expense Ratio
- 0.42%
- Avg. Dividend Yield
- 1.91%
- Avg. 1 Year Return
- 24.69%
- Median Risk/Return Score
- 74 / 100
The Best Large Cap Value Equities ETFs
8 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iShares US Dividend Growers Index ETF (CAD-Hedged) | Large Cap Value Equities, Dividend | Sep 13, 2011 | 0.66% | 5.79% | 5.99% | 1.91% | 17 | ||||||||
| Fidelity U.S. Value ETF | Large Cap Value Equities | Jun 5, 2020 | 0.38% | 14.86% | — | 0.92% | 82 | ||||||||
| iShares Core MSCI Canadian Quality Dividend Index ... | Dividend, Large Cap Value Equities | Jun 12, 2017 | 0.11% | 19.61% | — | 3.27% | — | ||||||||
| iShares Core MSCI US Quality Dividend Index ETF | Large Cap Value Equities, Dividend | Jun 7, 2017 | 0.16% | 12.66% | — | 2.24% | 53 | ||||||||
| iShares Core MSCI US Quality Dividend Index ETF (C... | Large Cap Value Equities, Dividend | Jun 13, 2017 | 0.16% | 9.67% | — | 2.24% | 46 | ||||||||
| iShares MSCI USA Value Factor Index ETF | Large Cap Value Equities | Sep 4, 2019 | 0.32% | 48.82% | — | 1.13% | 98 | ||||||||
| BMO MSCI Canada Value Index ETF | Large Cap Value Equities | Oct 4, 2017 | 0.40% | 16.95% | — | 1.94% | 96 | ||||||||
| BMO MSCI USA Value ETF | Large Cap Value Equities | Oct 4, 2017 | 0.33% | 48.68% | — | 1.06% | 97 |
Best Large Cap Value Equities ETFs by Risk/Return Score
The top Large Cap Value Equities ETFs by PortfoliosLab Risk/Return Score are VLUE (97) and SEIV (93).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | |
| Invesco Dynamic Large Cap Value ETF | 92 | 1.50B | Mar 2005 | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 |
Best-Performing Large Cap Value Equities ETFs Over 5 Years
The top Large Cap Value Equities ETFs is PVAL (15.85%).
Across the lineup, Large Cap Value Equities ETFs show an average 1-year return of 24.69% and an average 5-year return of 10.34%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Putnam Focused Large Cap Value ETF | 15.85% | 11.08B | May 2021 | |
| iShares Edge MSCI USA Value Factor ETF | 15.08% | 15.87B | Apr 2013 | |
| WisdomTree US Value ETF | 13.12% | 2.83B | Feb 2007 | |
| Invesco Dynamic Large Cap Value ETF | 12.86% | 1.50B | Mar 2005 | |
| First Trust Morningstar Dividend Leaders Index Fun... | 12.73% | 7.39B | Mar 2006 |
Lowest-Cost Large Cap Value Equities ETFs
The top Large Cap Value Equities ETFs is SCHV (0.04%).
With an average expense ratio of 0.42%, Large Cap Value Equities ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 |
Highest-Yield Large Cap Value Equities ETFs
The top Large Cap Value Equities ETFs is DVDN (14.76%).
Across the lineup, Large Cap Value Equities ETFs show an average dividend yield of 1.91%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Kingsbarn Dividend Opportunity ETF | 14.76% | 3.40M | Nov 2023 | |
| Amplify Cash Flow High Income ETF | 11.74% | 16.62M | Sep 2023 | |
| JPMorgan Fundamental Data Science Large Value ETF | 7.62% | 103.30M | Jul 2025 | |
| KFA Value Liner Dynamic Core Equity Index ETF | 7.39% | 39.31M | Nov 2020 | |
| Pacer Global Cash Cows Dividend ETF | 4.73% | 3.35B | Feb 2016 |
Top ETFs Categories
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Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
XDIV.TO vs. VDY.TOXDIV.TO vs. XEI.TOXDIV.TO vs. XDV.TOXDIV.TO vs. XEQT.TOXDIV.TO vs. HDIV.TOFCUV.TO vs. VFV.TOFCUV.TO vs. VGG.TOFCUV.TO vs. XCV.TOFCUV.TO vs. FXM.TOFCUV.TO vs. FINN.NEOXDU.TO vs. XDG.TOXDU.TO vs. SCHDXDU.TO vs. XHD.TOXDU.TO vs. XUS.TOXDU.TO vs. XIU.TOXVLU.TO vs. VFV.TOXVLU.TO vs. VLUEXVLU.TO vs. XQLT.TOXVLU.TO vs. XSMC.TOXVLU.TO vs. XDG.TOCUD.TO vs. CDZ.TOCUD.TO vs. XHU.TOCUD.TO vs. DGROCUD.TO vs. CYH.TOCUD.TO vs. SCHDXDUH.TO vs. SCHDXDUH.TO vs. XDGH.TOXDUH.TO vs. ZDY.TOXDUH.TO vs. XHD.TOXDUH.TO vs. XDV.TOZVC.TO vs. ZCN.TOZVC.TO vs. VCN.TOZVC.TO vs. ZLB.TOZVC.TO vs. XCV.TOZVC.TO vs. XIC.TOZVU.TO vs. XCV.TOZVU.TO vs. ZGQ.TOZVU.TO vs. MGKZVU.TO vs. VFV.TOZVU.TO vs. ZLB.TO
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.
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5 Years