Posted on by Micah McDonald

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

The Deep Value ETF Accumulator rankings for the oldest 44 U.S. Large Cap Value ETFs:

The 5 top ranked U.S. Large Cap Value ETFs head-to-head comparisons:

PKW vs EQWL vs RWL vs SCHD vs DIA: November 2011 – November 2023

PKW vs EQWL vs RWL vs SCHD vs DIA: October 20, 2011 – December 1, 2023

Stated objectives of 5 top ranked U.S. Large Cap Value ETFs:

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.

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.

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.

SCHD – 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.

DIA – The SPDR® Dow Jones® Industrial AverageSM ETF Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Dow Jones Industrial AverageSM (the “Index”). The Dow Jones Industrial AverageSM (DJIA) is composed of 30 “blue-chip” U.S. stocks. The DJIA is the oldest continuous barometer of the U.S. stock market, and the most widely quoted indicator of U.S. stock market activity. The DJIA is a price weighted index of 30 component common stocks. The Dow Jones® Industrial AverageSM (DJIA) is composed of thirty (30) “blue-chip” U.S. stocks. At 100-plus years, it is the oldest continuing U.S. market index. The DJIA has evolved into the most recognizable stock indicator in the world, and the only index composed of companies that have sustained earnings performance over a significant period of time.

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 U.S. Large Cap Value ETFs to Own Long-Term 1.6

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 Google AdSense.