Equity: U.S. - Large Cap Value

DVP Top Performer Intra-day
Price $36.08
Today’s Change 1.26%
3:59pm 01/19/2018
SPDV Bottom Performer Intra-day
Price $27.13
Today’s Change -0.41%
3:46pm 01/18/2018

ETF.com Insight

With 24 ETFs and over $108.64B in combined AUM, the Equity: U.S. - Large Cap Value segment provides exposure to the U.S. space with a focus on securities.

Year-to-date, the best-performing ETF in the segment is the Deep Value ETF (DVP), with a total return of 8.61%. Meanwhile, the most popular ETF is the iShares Russell 1000 Value ETF (IWD) with $40.28BB in assets under management.

Investors should take a look at the Vanguard Mega Cap Value ETF (MGV). This fund has been chosen as an Analyst Pick by FactSet, thus is the best ETF for the average investor. The Vanguard Mega Cap Value ETF tracks the CRSP US Mega Cap Value Index. The index selects from stocks in the top 70% of market capitalization based on multiple value factors. MGV has an expense ratio of 0.07% and tracks the CRSP US Mega Cap Value Index.

Performance Dispersion

ETF.com Efficiency Insight

The average efficiency score in the Equity: U.S. - Large Cap Value segment is 94 out of 100, with the Schwab U.S. Large-Cap Value ETF(SCHV) obtaining the highest rating of 100 out of 100.

Costs dominate the discussion around efficiency. ETFs in the segment have an average expense ratio of 0.27% per year, with the Schwab U.S. Large-Cap Value ETF (SCHV) having the lowest expense ratio, charging investors 0.04% yearly.

Investors should look for funds with tight tracking, such as the Vanguard Value ETF (VTV), with a 12-month median tracking difference of -0.03%.

Tracking Difference (12 Month)

ETF.com Tradability Insight

The average tradability score in the Equity: U.S. - Large Cap Value segment is 89 out of 100, with the iShares S&P 500 Value ETF(IVE) obtaining the highest rating of 100 out of 100.

The iShares Russell 1000 Value ETF (IWD) is the undisputed segment leader when it comes to liquidity. The fund trades 242.22M in daily average volume. Investors should also find ample liquidity in the Vanguard Value ETF (VTV), with $156.81M in daily dollar volume.

Use limit orders to trade funds such as the PowerShares S&P 500 Value With Momentum Portfolio(SPVM), due to their double-digit market spreads.

ETF.com/ Block Liquidity

IVE
5
4
3
2
1
VTV
5
4
3
2
1
RPV
5
4
3
2
1
FTA
5
4
3
2
1
SCHV
5
4
3
2
1
PWV
5
4
3
2
1
SPYV
5
4
3
2
1
VONV
5
4
3
2
1
IWD
5
4
3
2
1
MGV
5
4
3
2
1
VOOV
5
4
3
2
1
JKF
5
4
3
2
1
FVAL
5
4
3
2
1
IWX
5
4
3
2
1
DVP
5
4
3
2
1
PXLV
5
4
3
2
1
QSY
5
4
3
2
1
SYV
5
4
3
2
1
SPVU
5
4
3
2
1
NULV
5
4
3
2
1
JVAL
5
4
3
2
1
OVLU
5
4
3
2
1
SPDV
5
4
3
2
1
SPVM
5
4
3
2
1
This measurement shows how easy it is to trade 25,000 shares of each ETF.

ETF.com Fit Insight

The MSCI USA Large Value has been selected as the index that most accurately represents the market in question. The benchmark has been selected by the ETF Analytics team at FactSet, according to a series of guidelines to ensure this index accurately captures its market.

Investors trying to match a broad market exposure should pay attention to SCHV. This fund obtains a high Fit score and investors should capture market-like returns.

Other funds diverge from the market, by nature of their investment mandates; for example, DVP follows a Value strategy and obtains a low Fit score compared with our neutral benchmark.

Index Methodology