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 109 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | TBG vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | TBG vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | TBG vs SCHV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | TBG vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | TBG vs IUSV |
Best Risk-Adjusted Alternatives to TBG
TBG has a PortfoliosLab risk / return rank of 67. There are 85 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 MSCI USA Value Factor ETF | 97 | 14.76B | Apr 2013 | TBG vs VLUE | |
| Avantis U.S. Large Cap Value ETF | 94 | 12.01B | Sep 2021 | TBG vs AVLV | |
| Invesco Dynamic Large Cap Value ETF | 94 | 1.53B | Mar 2005 | TBG vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | TBG vs SEIV | |
| Eventide High Dividend ETF | 93 | 150.61M | Sep 2024 | TBG vs ELCV |
Top Performing TBG Alternatives (YTD)
TBG is at 11.05% YTD. There are 73 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 50.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 50.81% | 14.76B | Apr 2013 | TBG vs VLUE | |
| Clough Select Equity ETF | 29.44% | 55.44M | Nov 2020 | TBG vs CBSE | |
| Eventide High Dividend ETF | 24.96% | 150.61M | Sep 2024 | TBG vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 21.54% | 12.01B | Sep 2021 | TBG vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 20.25% | 164.26M | Jul 2023 | TBG vs ROE |
Lowest Volatility Alternatives to TBG
TBG has 9.66% 1-year volatility. There are 8 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.94% | 32.39M | Apr 2023 | TBG vs MDLV | |
| Absolute Select Value ETF | 8.94% | 141.50M | Jan 2020 | TBG vs ABEQ | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.00% | 6.12B | Jun 2006 | TBG vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.02% | 342.03M | Sep 2023 | TBG vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.37% | 1.61B | Jun 2006 | TBG vs DTD |
Lowest Drawdown Alternatives to TBG
TBG has a 1-year max drawdown of -6.13%. There are 21 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 | TBG vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | TBG vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | TBG vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | TBG vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | TBG vs ELCV |
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