BrandywineGLOBAL Dynamic U.S. Large Cap Value ETF (DVAL) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with DVAL. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DVAL
DVAL charges 0.49% annually. There are 86 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | DVAL vs SCHV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | DVAL vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | DVAL vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | DVAL vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | DVAL vs ILCV |
Best Risk-Adjusted Alternatives to DVAL
DVAL has a PortfoliosLab risk / return rank of 44. There are 101 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | DVAL vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | DVAL vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | DVAL vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | DVAL vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | DVAL vs LSVD |
Top Performing DVAL Alternatives (YTD)
DVAL is at 8.47% YTD. There are 95 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | DVAL vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | DVAL vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | DVAL vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | DVAL vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | DVAL vs ROE |
Lowest Volatility Alternatives to DVAL
DVAL has 10.77% 1-year volatility. There are 45 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | DVAL vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | DVAL vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | DVAL vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | DVAL vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | DVAL vs DTD |
Lowest Drawdown Alternatives to DVAL
DVAL has a 1-year max drawdown of -6.20%. There are 22 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | DVAL vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | DVAL vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | DVAL vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | DVAL vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | DVAL vs ELCV |
Often Compared With DVAL
Investors most often compare DVAL with NULG, AVIV, CSTK. These 19 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DVAL with Any Fund or Stock
Compare DVAL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DVAL with funds that move differently
BrandywineGLOBAL Dynamic U.S. Large Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DVAL.
Explore DVAL Diversifiers