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Asset Class: U.S. Large Cap Value
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Long-Term Performance: 11.13% CAGR
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Correlation to U.S. Markets: 0.95
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U.S. Large Cap Blend Performance: 10.27% CAGR
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Back test timeframe: January 1972 – October 2022
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Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)
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Long-Term Performance: 8.20% CAGR
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Correlation to U.S. Markets: 0.93
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S&P 500 Performance: 7.59% CAGR
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Back test timeframe: February 1998 – October 2022
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Number of ETFs available in this asset class: 120
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Number of ETFs in this asset class that are 10-years old or older: 37
U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2022
DIA vs SPY: February 1998 – October 2022
DIA vs SPY: January 20, 1998 – November 19, 2022
The Deep Value ETF Accumulator rankings for the oldest 37 U.S. Large Cap Value ETFs:
The 4 top ranked U.S. Large Cap Value ETFs head-to-head comparisons:
SCHD vs PKW vs RWL vs EQWL: November 2011 – October 2022
SCHD vs PKW vs RWL vs EQWL: October 20, 2011 – November 19, 2022
Stated objectives of 4 top ranked U.S. Large Cap Value ETFs:
SCHD – Schwab U.S. Dividend Equity ETF. The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™ Index. A straightforward, low-cost fund offering potential tax-efficiency. The Fund can serve as part of the core or complement in a diversified portfolio. Tracks an index focused on the quality and sustainability of dividends. Invests in stocks selected for fundamental strength relative to their peers, based on financial ratios.
PKW – The Invesco BuyBack Achievers™ ETF (Fund) is based on the NASDAQ US BuyBack Achievers™ Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to track the performance of companies that meet the requirements to be classified as BuyBack Achievers™. The NASDAQ US BuyBack Achievers Index is comprised of US securities issued by corporations that have effected a net reduction in shares outstanding of 5% or more in the trailing 12 months. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October.
RWL – The Invesco S&P 500 Revenue ETF (Fund) is based on the S&P 500® Revenue-Weighted Index (Index). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is constructed using a rules-based approach that re-weights securities of the S&P 500® Index according to the revenue earned by the companies, with a maximum 5% per company weighting. The Fund and Index are rebalanced quarterly.
EQWL – The Invesco S&P 100 Equal Weight ETF (Fund) is based on the S&P 100 Equal Weight Index (Index). The Fund will invest at least 90% of its total assets in the component securities that comprise the Index. The Index is an equal-weight version of the S&P 100® Index. The Fund and the Index are rebalanced quarterly.
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator article on U.S. Large Cap Value ETFs:
4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5
Disclosure: We currently own shares of SCHD and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform your own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.