The 5 Best U.S. Large Cap Value ETFs to Own Long-Term: PKW vs EQWL vs RWL vs SCHD vs DIA 1.7

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.02% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.43% CAGR

  • Back test timeframe: January 1972 – November 2023

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

  • Long-Term Performance: 8.33% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.02% CAGR

  • Back test timeframe: February 1998 – November 2023

  • Number of ETFs available in this asset class: 142

  • Number of ETFs in this asset class that are 10-years old or older: 44

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – November 2023

DIA vs SPY: February 1998 – November 2023

DIA vs SPY: January 20, 1998 – December 1, 2023

Continue reading “The 5 Best U.S. Large Cap Value ETFs to Own Long-Term: PKW vs EQWL vs RWL vs SCHD vs DIA 1.7”

Should Schwab U.S. Dividend Equity ETF (SCHD) Be on Your Investing Radar?

Launched on 10/20/2011, the Schwab U.S. Dividend Equity ETF (SCHD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

The fund is sponsored by Charles Schwab. It has amassed assets over $48.48 billion, making it one of the largest ETFs attempting to match the Large Cap Value segment of the US equity market.

Continue reading at Zacks right here:  https://www.zacks.com/stock/news/2123396/should-schwab-us-dividend-equity-etf-schd-be-on-your-investing-radar?