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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.


Category is Large Cap Value Equities
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, DividendSep 13, 20110.66%
3.87%
6.16%
1.99%
15
WisdomTree Global High Dividend FundLarge Cap Value Equities, DividendJun 16, 20060.58%
8.67%
9.35%
3.31%
80
Dimensional US Large Cap Value ETFLarge Cap Value EquitiesDec 6, 20220.22%
5.21%
1.55%
60
Donoghue Forlines Yield Enhanced Real Asset ETFLarge Cap Value EquitiesDec 13, 20210.69%
10.68%
4.12%
42
Dimensional US Marketwide Value ETFLarge Cap Value EquitiesDec 16, 19980.21%
4.82%
1.50%
58
Dimensional US Large Cap Vector ETFLarge Cap Value EquitiesNov 1, 20230.22%
0.81%
1.29%
56
Diamond Hill Large Cap Concentrated ETFLarge Cap Value EquitiesFeb 26, 20210.55%
-2.84%
0.42%
WisdomTree US High Dividend FundLarge Cap Value Equities, DividendJun 16, 20060.38%
7.48%
9.53%
3.24%
51
SPDR Dow Jones Industrial Average ETF TrustLarge Cap Value EquitiesJan 13, 19980.16%
-1.88%
12.42%
1.75%
56
Madison Dividend Value ETFLarge Cap Value EquitiesAug 14, 20230.65%
6.68%
1.77%
46
Opal Dividend Income ETFLarge Cap Value EquitiesJan 27, 20210.65%
2.55%
2.69%
51
Distillate U.S. Fundamental Stability & Value ETFLarge Cap Value Equities, Actively ManagedOct 24, 20180.39%
-1.21%
1.29%
25
BrandywineGLOBAL Dynamic U.S. Large Cap Value ETFLarge Cap Value EquitiesOct 31, 20140.49%
2.79%
1.94%
36
Kingsbarn Dividend Opportunity ETFLarge Cap Value EquitiesNov 1, 20231.72%
-10.42%
19.27%
0
Touchstone Dividend Select ETFLarge Cap Value EquitiesAug 2, 20220.68%
0.98%
1.97%
52
iShares Select Dividend ETFLarge Cap Value Equities, DividendNov 3, 20030.39%
8.28%
10.27%
3.46%
53
Invesco EURO STOXX High Dividend Low Volatility UC...Large Cap Value EquitiesJan 6, 20160.30%
7.09%
6.36%
4.10%
87
Eventide High Dividend ETFLarge Cap Value EquitiesSep 30, 20240.49%
9.71%
1.94%
63
Columbia U.S. Equity Income ETFLarge Cap Value EquitiesJun 13, 20160.35%
3.68%
1.98%
30
Ishares ESG Aware MSCI USA Value ETFLarge Cap Value EquitiesJan 31, 20230.18%
0.50%
1.70%
35

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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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