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
- 141
- Avg. Expense Ratio
- 0.41%
- Avg. Dividend Yield
- 1.96%
- Avg. 1 Year Return
- 23.54%
- Median Risk/Return Score
- 76 / 100
The Best Large Cap Value Equities ETFs
141 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WisdomTree U.S. Value Fund | Mid Cap Value Equities, Large Cap Value Equities | Feb 23, 2007 | 0.12% | 10.91% | — | 1.92% | 66 |
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 PWV (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 MSCI USA Value Factor ETF | 97 | 10.89B | Apr 2013 | |
| Invesco Dynamic Large Cap Value ETF | 93 | 1.58B | Mar 2005 | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | |
| Avantis U.S. Large Cap Value ETF | 93 | 12.01B | Sep 2021 | |
| Schwab Fundamental U.S. Large Company Index ETF | 91 | 25.85B | Aug 2013 |
Best-Performing Large Cap Value Equities ETFs Over 5 Years
The top Large Cap Value Equities ETFs is VLUE (16.76%).
Across the lineup, Large Cap Value Equities ETFs show an average 1-year return of 23.54% and an average 5-year return of 11.24%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 16.76% | 10.89B | Apr 2013 | |
| Putnam Focused Large Cap Value ETF | 16.23% | 14.16B | May 2021 | |
| Invesco Dynamic Large Cap Value ETF | 14.16% | 1.58B | Mar 2005 | |
| iShares MSCI Japan Value ETF | 13.51% | 720.19M | Mar 2019 | |
| WisdomTree U.S. Value Fund | 13.41% | 2.96B | Feb 2007 |
Lowest-Cost Large Cap Value Equities ETFs
The top Large Cap Value Equities ETFs is ILCV (0.04%).
With an average expense ratio of 0.41%, 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 |
|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.26B | Jun 2004 | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.09B | Sep 2000 | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.40B | Jul 2000 | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 |
Highest-Yield Large Cap Value Equities ETFs
The top Large Cap Value Equities ETFs is DVDN (14.87%).
Across the lineup, Large Cap Value Equities ETFs show an average dividend yield of 1.96%, 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 | 14.87% | 3.40M | Nov 2023 | |
| Amplify Cash Flow High Income ETF | 11.66% | 16.62M | Sep 2023 | |
| JPMorgan Fundamental Data Science Large Value ETF | 7.77% | 120.19M | Jul 2025 | |
| KFA Value Liner Dynamic Core Equity Index ETF | 7.29% | 39.33M | Nov 2020 | |
| iShares MSCI Japan Value ETF | 5.04% | 720.19M | Mar 2019 |
Top ETFs Categories
Leveraged Equities · 528 ETFsEurope Equities · 513 ETFsGlobal Equities · 459 ETFsDerivative Income · 452 ETFsAsia Pacific Equities · 411 ETFsLarge Cap Blend Equities · 409 ETFsTechnology Equities · 379 ETFsDefined Outcome · 340 ETFsS&P 500 · 279 ETFsLarge Cap Growth Equities · 233 ETFsEmerging Markets Equities · 220 ETFsDividend · 215 ETFsForeign Large Cap Equities · 208 ETFsCorporate Bonds · 198 ETFsGovernment Bonds · 174 ETFsCryptocurrency · 171 ETFsHigh Yield Bonds · 167 ETFsOptions Trading · 164 ETFsPrecious Metals · 159 ETFsMunicipal Bonds · 150 ETFsEnergy Equities · 142 ETFsHealth & Biotech Equities · 135 ETFsREIT · 130 ETFsNasdaq-100 · 129 ETFsDiversified Portfolio · 119 ETFsFinancials Equities · 118 ETFsEuropean Government Bonds · 115 ETFsChina Equities · 114 ETFsJapan Equities · 114 ETFsGold · 112 ETFs
Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
VTV vs. SCHDVTV vs. VOOVTV vs. VTIVTV vs. VUGVTV vs. VYMCGDV vs. SCHDCGDV vs. SPYCGDV vs. DIVOCGDV vs. SCHGCGDV vs. FDVNOBL vs. SCHDNOBL vs. SPYNOBL vs. VIGNOBL vs. DGRONOBL vs. SDYSPHD vs. SCHDSPHD vs. JEPISPHD vs. SPYDSPHD vs. VYMSPHD vs. SPYHDV vs. SCHDHDV vs. VYMHDV vs. SPYDHDV vs. DGROHDV vs. DVYSCHV vs. SCHDSCHV vs. SCHXSCHV vs. VOOSCHV vs. SCHASCHV vs. SPYFNDX vs. SCHXFNDX vs. VOOFNDX vs. FNDBFNDX vs. SPYFNDX vs. SCHDVOOV vs. VOOGVOOV vs. VOOVOOV vs. SCHDVOOV vs. VTIVOOV vs. QQQIFNDF vs. SCHFFNDF vs. VXUSFNDF vs. DFIVFNDF vs. VEAFNDF vs. FIVAAVLV vs. VOOAVLV vs. AVUSAVLV vs. DFLVAVLV vs. SPYVAVLV vs. VLUE
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