Equity: U.S. - Large Cap

EQRR Top Performer Intra-day
Price $47.71
Today’s Change 1.89%
4:00pm 03/27/2023
QQD Bottom Performer Intra-day
Price $22.29
Today’s Change -1.09%
4:00pm 03/27/2023

ETF.com Insight

With 356 ETFs and over $1,478.58B in combined AUM, the Equity: U.S. - Large Cap segment provides exposure to the U.S. space with a focus on Large Cap securities.

Year-to-date, the best-performing ETF in the segment is the Simplify Nasdaq 100 PLUS Convexity ETF (QQC), with a total return of 17.03%. Meanwhile, the most popular ETF is the SPDR S&P 500 ETF Trust (SPY) with $361.76BB in assets under management.

Investors should take a look at the Vanguard Mega Cap ETF (MGC). This fund has been chosen as an Analyst Pick by FactSet, thus is the best ETF for the average investor. MGC tracks a market-cap-weighted index that covers 70% of the market capitalization of the US equity market. MGC has an expense ratio of 0.07% and tracks the CRSP US Mega Cap.

Performance Dispersion

ETF.com Efficiency Insight

The average efficiency score in the Equity: U.S. - Large Cap segment is 80 out of 100, with the iShares Core S&P 500 ETF(IVV) 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 0.57% per year, with the BNY Mellon US Large Cap Core Equity ETF (BKLC) having the lowest expense ratio, charging investors 0% yearly.

Investors should look for funds with tight tracking, such as the SPDR Portfolio S&P 500 ETF (SPLG), with a 12-month median tracking difference of -0.02%.

Tracking Difference (12 Month)

ETF.com Tradability Insight

The average tradability score in the Equity: U.S. - Large Cap segment is 76 out of 100, with the Vanguard S&P 500 ETF(VOO) obtaining the highest rating of 100 out of 100.

The SPDR S&P 500 ETF Trust (SPY) is the undisputed segment leader when it comes to liquidity. The fund trades 33.61B in daily average volume. Investors should also find ample liquidity in the Invesco QQQ Trust (QQQ), with $16.62B in daily dollar volume.

Use limit orders to trade funds such as the Regents Park Hedged Market Strategy ETF(RPHS), due to their double-digit market spreads.

ETF.com/ Block Liquidity

This measurement shows how easy it is to trade 25,000 shares of each ETF.

ETF.com Fit Insight

The MSCI USA Large Cap Index 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 BKLC. 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, ASPY follows a Technical strategy and obtains a low Fit score compared with our neutral benchmark.

Index Methodology