TBG Dividend Focus ETF (TBG) 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 TBG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBG
TBG charges 0.59% annually. There are 103 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% | 15.54B | Dec 2009 | TBG vs SCHV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | TBG vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | TBG vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | TBG vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | TBG vs ILCV |
Best Risk-Adjusted Alternatives to TBG
TBG has a PortfoliosLab risk / return rank of 58. There are 82 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 | TBG vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | TBG vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | TBG vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | TBG vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 25.47B | Aug 2013 | TBG vs FNDX |
Top Performing TBG Alternatives (YTD)
TBG is at 10.42% YTD. There are 69 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 | TBG vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | TBG vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | TBG vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | TBG vs ROE | |
| Avantis U.S. Large Cap Value ETF | 20.64% | 12.01B | Sep 2021 | TBG vs AVLV |
Lowest Volatility Alternatives to TBG
TBG has 9.53% 1-year volatility. There are 7 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 | TBG vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | TBG vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | TBG vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | TBG vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | TBG vs DIVZ |
Lowest Drawdown Alternatives to TBG
TBG has a 1-year max drawdown of -6.13%. There are 23 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 | TBG vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | TBG vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | TBG vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | TBG vs FDL | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | TBG vs GCOW |
Often Compared With TBG
Investors most often compare TBG with SCHD, SPY, ETIDX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare TBG with Any Fund or Stock
Compare TBG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBG with funds that move differently
TBG Dividend Focus ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBG.
Explore TBG Diversifiers