4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.39% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.84% CAGR

  • Back test timeframe: January 1972 – October 2021

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.89% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.64% CAGR

  • Back test timeframe: February 1998 – October 2021

  • Number of ETFs available in this asset class: 117

  • Number of ETFs in this asset class that are 10-years old or older: 34

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2021

DIA vs SPY: February 1998 – October 2021

DIA vs SPY: January 20, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5”

First Trust Value Line Dividend Index Fund (FVD) 03/24/2021 declared dividend $0.1761/sh (2.14% yield)

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) on 03/24/2021 declared a dividend of $ 0.1761 per share payable on March 31, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is a decrease of $ 0.0351 from last dividend Paid.

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) has paid dividends since 2007, has a current dividend yield of 2.1419010162% and has increased its dividends for 5 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/first-trust-value-line-dividend-index-fund-first-trust-value-line-dividend-index-fund-nyse-fvd-declared-a-dividend-of-$0.1761-per-share/

First Trust Value Line Dividend Index Fund (FVD) 12/23/2020 declared dividend $0.2112/sh (2.34%)

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) on 12/23/2020 declared a dividend of $ 0.2112 per share payable on December 31, 2020 to shareholders of record as of December 28, 2020. Dividend amount recorded is an increase of $ 0.0246 from last dividend Paid.

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) has paid dividends since 2007, has a current dividend yield of 2.3396880627% and has increased its dividends for 4 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201223/first-trust-value-line-dividend-index-fund-first-trust-value-line-dividend-index-fund-nyse-fvd-declared-a-dividend-of-$0.2112-per-share/

4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.4

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 10.89% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.34% CAGR

  • Back test timeframe: January 1972 – September 2020

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.02% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: February 1998 – September 2020

  • Number of ETFs available in this asset class: 102

  • Number of ETFs in this asset class that are 10-years old or older: 29

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – September 2020

DIA vs SPY: February 1998 – September 2020

DIA vs SPY: January 20, 1998 – October 2, 2020

Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.4”

First Trust Value Line Dividend ETF (FVD) 09/23/2020 declared dividend $0.1866/sh (yield 2.56%)

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) on 09/23/2020 declared a dividend of $ 0.1866 per share payable on September 30, 2020 to shareholders of record as of September 25, 2020. Dividend amount recorded is a decrease of $ 0.0346 from last dividend Paid.

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) has paid dividends since 2007, has a current dividend yield of 2.5550942421% and has increased its dividends for 4 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200923/first-trust-value-line-dividend-index-fund-first-trust-value-line-dividend-index-fund-nyse-fvd-declared-a-dividend-of-$0.1866-per-share/

First Trust Board Approves Reorganization of First Trust Value Line® 100 Exchange-Traded Fund into First Trust Value Line® Dividend Index Fund (FVD)

First Trust Advisors L.P. (“FTA”) announced today that the Board of Trustees of First Trust Value Line® 100 Exchange-Traded Fund (NYSE Arca: FVL), an index based exchange-traded fund (“ETF”), managed by FTA, approved the reorganization of FVL into First Trust Value Line® Dividend
— Read on finance.yahoo.com/news/first-trust-board-approves-reorganization-214400912.html

First Trust Value Line Dividend Index Fund (FVD) on 12/12/2019 declared a dividend of $0.2007/sh (Yield 2.05%)

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) on 12/12/2019 declared a dividend of $ 0.2007 per share payable on December 31, 2019 to shareholders of record as of December 16, 2019. Dividend amount recorded is a decrease of $ 0.0209 from last dividend Paid.

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) has paid dividends since 2007, has a current dividend yield of 2.0494105816% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20191212/first-trust-value-line-dividend-index-fund-first-trust-value-line-dividend-index-fund-nyse-fvd-declared-a-dividend-of-$0.2007-per-share/

4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.3

  • The U.S. Large Cap Value asset class has outperformed U.S. Large Cap Blend by 0.96% CAGR over the last 47 years
  • The oldest Large Cap Value ETF has outperformed an S&P 500 index fund by 0.98% CAGR over the last 21 years
  • There are 96 ETFs available in the Large Cap Value category. This article focuses on the 24 that have been available for 10 years or longer

U.S. Large Cap Value vs U.S. Large Cap Blend: January 1972 – September 2019

Source: https://www.portfoliovisualizer.com/ Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.3”

First Trust Advisors Announces Distributions for ETFs (FIW, FTCS, FVD, FGD, FXZ)

FIW NYSE Arca First Trust Water ETF Quarterly $0.0882

FTCS Nasdaq First Trust Capital Strength ETF Quarterly $0.1716

FVD NYSE Arca First Trust Value Line® Dividend Index Fund Quarterly $0.1459

FGD NYSE Arca First Trust Dow Jones Global Select Dividend Index Fund Quarterly $0.1064

FXZ NYSE Arca First Trust Materials AlphaDEX® Fund Quarterly $0.0801

The following dates apply to today’s distribution declarations:

Expected Ex-Dividend Date: March 21, 2019
Record Date: March 22, 2019
Payable Date: March 29, 2019

Source: https://www.businesswire.com/news/home/20190320005808/en/

Best Long-Term Performance U.S. Large Cap Value ETFs 1.2

  • The U.S. Large Cap Value asset class has outperformed the U.S. Large Cap Blend asset class by 1.01% CAGR over the past 46 years
  • The oldest U.S. Large Cap Value ETF has outperformed an S&P 500 index fund by 1.03% CAGR over the past 20 years
  • There are currently 92 ETFs available in the Morningstar category Large Value. 23 of those ETFs are ten years old or older

The Large Cap Value asset class has a long history of superior returns when compared to the Large Cap Blend (or the S&P 500) asset class.

U.S. Large Cap Value vs U.S. Large Cap Blend: January 1972 – September 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance U.S. Large Cap Value ETFs 1.2”

Dividend ETFs: Stock Selection Strategies Can Hurt Performance (FVD)

First Trust Value Line Dividend ETF (FVD) invests in U.S. companies, selected from the 1700 companies that are covered by Value Line research services. The process starts with the identification of companies that score well on Value Line’s proprietary screens for safety – this includes screens for price stability, sales and profit consistency and balance sheet leverage. Stocks that rate well on these criteria, have dividend yields greater than the S&P 500 and market capitalizations over $1 billion are retained for the portfolio. Stocks are equal weighted and the portfolio is rebalanced every month.

Read the complete article at Seeking Alpha right here:  https://seekingalpha.com/article/4206075-dividend-etfs-stock-selection-strategies-can-hurt-performance

 

First Trust declares quarterly distributions (FTCS, FVD)

First Trust S&P REIT Index Fund (NYSEARCA:FRI) – $0.2191.

First Trust Capital Strength ETF (NASDAQ:FTCS) – $0.0956.

First Trust Value Line Dividend Index Fund (NYSEARCA:FVD) – $0.1643.

First Trust Value Line 100 Exchange-Traded Fund (NYSEARCA:FVL) – $0.0378.

First Trust NASDAQ ABA Community Bank Index Fund (NASDAQ:QABA) – $0.1558.

First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN) – $0.0319.

First Trust NASDAQ-100 Equal Weighted Index Fund (NASDAQ:QQEW) – $0.0498.

First Trust NASDAQ-100 Ex-Technology Sector Index Fund (NASDAQ:QQXT) – $0.0109.

First Trust NASDAQ-100-Technology Sector Index Fund (NASDAQ:QTEC) – $0.1482.

First Trust Total US Market AlphaDEX ETF (NASDAQ:TUSA) – $0.0627.

Payable Sept. 28; for shareholders of record Sept. 17; ex-div Sept. 14.

Source: https://seekingalpha.com/news/3390225-first-trust-declares-quarterly-distributions?app=1#email_link

First Trust declares quarterly distributions (FVD, FIW)

First Trust Capital Strength ETF (NASDAQ:FTCS) – $0.149.

First Trust Total US Market AlphaDEX ETF (NASDAQ:TUSA) – $0.094.

First Trust Value Line Dividend Index Fund (NYSEARCA:FVD) – $0.194.

First Trust S&P REIT Index Fund (NYSEARCA:FRI) – $0.129.

First Trust ISE Water Index Fund (NYSEARCA:FIW) – $0.086.

First Trust Value Line 100 Exchange-Traded Fund (NYSEARCA:FVL) – $0.031.

First Trust NASDAQ-100 Equal Weighted Index Fund (NASDAQ:QQEW) – $0.095.

First Trust NASDAQ-100-Technology Sector Index Fund (NASDAQ:QTEC) – $0.174.

Payable June 29; for shareholders of record June 22; ex-div June 21.

Source: Seeking Alpha – First Trust declares quarterly distributions

First Trust Value Line Dividend Index Fund Dividend Announcement (FVD)

DIVIDEND ANNOUNCEMENT: First Trust Value Line Dividend Index Fund (NYSE:FVD) today declared a dividend of $0.1344 per share

March 21, 2018

First Trust Value Line Dividend Index Fund (NYSE:FVD) today declared a dividend of $ 0.1344 per share payable on March 29, 2018 to shareholders of record as of March 23, 2018. Dividend amount recorded is a decrease of $ 0.0705 from last dividend Paid.

First Trust Value Line Dividend Index Fund (NYSE:FVD) has paid dividends since 2007, has a current dividend yield of 2.12% and has increased its dividends for 2 successive years.

First Trust Value Line Dividend Index Fund’s market cap is $ 4,057,338,840 and has a PE ratio of 0.00. The stock price closed yesterday at $ 30.18 and has a 52 week low/high of $ 28.54 and $ 31.85.

For more information on First Trust Value Line Dividend Index Fund click here.
First Trust Value Line Dividend Index Fund current dividend information as per the date of this press release is:
Dividend Declaration Date: March 21, 2018
Dividend Ex Date: March 22, 2018
Dividend Record Date: March 23, 2018
Dividend Payment Date: March 29, 2018
Dividend Amount: $ 0.1344

Source:  https://www.dividendinvestor.com/dividend-news/20180321/dividend-announcement-first-trust-value-line-dividend-index-fund-nyse-fvd-today-declared-a-dividend-of-$0.1344-per-share/

And the Best U.S. Large-Cap-Value ETF Award goes to… 1.1

There is sufficient information in the financial and academic communities that Large Cap Value funds tend to outperform Large Cap Blend funds over long periods of time. I could cite many reports, news articles and academic papers to show support for this claim. But, I’d rather just jump right into the data that is readily available to all of us with a few online tools. My favorite tool for this job is:  PortfolioVisualizer.com

Continue reading “And the Best U.S. Large-Cap-Value ETF Award goes to… 1.1”