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 80 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | DVAL vs SPYV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | DVAL vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | DVAL vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | DVAL vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | DVAL vs SCHV |
Best Risk-Adjusted Alternatives to DVAL
DVAL has a PortfoliosLab risk / return rank of 37. There are 103 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | DVAL vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | DVAL vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | DVAL vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | DVAL vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 25.47B | Aug 2013 | DVAL vs FNDX |
Top Performing DVAL Alternatives (YTD)
DVAL is at 6.15% YTD. There are 108 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 49.00% | 15.87B | Apr 2013 | DVAL vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | DVAL vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | DVAL vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | DVAL vs ROE | |
| Avantis U.S. Large Cap Value ETF | 20.64% | 12.01B | Sep 2021 | DVAL vs AVLV |
Lowest Volatility Alternatives to DVAL
DVAL has 10.59% 1-year volatility. There are 44 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.76% | 32.39M | Apr 2023 | DVAL vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | DVAL vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | DVAL vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | DVAL vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | DVAL vs DIVZ |
Lowest Drawdown Alternatives to DVAL
DVAL has a 1-year max drawdown of -6.20%. There are 25 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | DVAL vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | DVAL vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | DVAL vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | DVAL vs MDLV | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | DVAL vs GCOW |
Often Compared With DVAL
Investors most often compare DVAL with NULG, AVIV, VFLO. These 19 comparison targets span 10 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