GSEW is a smart beta ETF that uses equal-weighting strategy to track 500 large-cap U.S. companies. With $2.18 billion in assets, a low 0.09% expense ratio, and year-to-date returns of 14.6%, it offers an alternative to traditional market-cap weighted ETFs. However, cheaper options like VOO and IVV with lower expense ratios may be more suitable for risk-averse investors.
IVVETF
iShares Core S&P 500 ETF · NYSE ARCA
News
20 latestDefiance Large Cap ex-Mag 7 ETF (XMAG) offers broad exposure to large-cap US equities excluding the Magnificent 7 tech giants. With $200.38 million in assets, a 0.35% expense ratio, and 496 holdings, it has gained 13.75% year-to-date and 16.07% over the past year. The ETF carries a Zacks ETF Rank of 3 (Hold), positioning it as a reasonable option for large-cap blend investors, though larger competitors like VOO and IVV offer lower expense ratios.
The State Street SPDR MSCI USA StrategicFactors ETF (QUS) is reviewed as a reasonable large-cap blend option with $1.60 billion in assets and a low 0.15% expense ratio. The ETF has gained 13.66% year-to-date and 15.84% over the past year, with a medium-risk profile. However, it receives a Zacks ETF Rank of 3 (Hold), and competitors like Vanguard 500 Index Fund and iShares Core S&P 500 ETF offer lower expense ratios.
The Fidelity Quality Factor ETF (FQAL) is a smart beta ETF launched in 2016 that seeks to outperform the Large Cap Blend market segment by selecting higher-quality stocks. With $1.45 billion in assets, a low 0.15% expense ratio, and 138 holdings, FQAL returned 13.7% year-to-date as of October 2026. However, traditional market cap-weighted alternatives like VOO and IVV offer lower costs (0.03%) and may be more suitable for risk-averse investors.
BNY Mellon's BKLC ETF, launched in 2020 with $6.87 billion in assets, offers passively managed exposure to large-cap US equities with a 0% expense ratio. The fund tracks the Solactive GBS United States 500 Index and has returned 14.25% year-to-date and 16.2% over the past year. With a Zacks ETF Rank of 3 (Hold), it provides diversified exposure but faces competition from larger alternatives like Vanguard's VOO and iShares' IVV.
The State Street SPDR MSCI USA StrategicFactors ETF (QUS) is a smart beta ETF with $1.59 billion in assets, offering broad exposure to large-cap U.S. equities. With a low 0.15% expense ratio, year-to-date gains of 13.4%, and a diversified portfolio of 516 holdings, it presents a reasonable option for investors seeking to outperform the large-cap blend segment. However, traditional market cap-weighted alternatives like VOO and IVV offer lower expense ratios and may be more suitable for cost-conscious investors.
Northern Trust US Quality Large Cap ETF (QLC) is a passively managed large-cap blend ETF with $1.14 billion in assets and a 0.25% expense ratio. The fund has returned 14.07% year-to-date and 19.19% over the past year, with heavy exposure to technology stocks. It carries a Zacks ETF Rank of 3 (Hold), positioning it as a sufficient but not exceptional option compared to lower-cost alternatives like IVV and VOO.
John Hancock Multifactor Large Cap ETF (JHML) is a passively managed large cap blend ETF with $1.17 billion in assets and a 0.29% expense ratio. The fund has returned 13.47% year-to-date and 16.93% over the past year, with heavy exposure to technology stocks. It carries a Zacks ETF Rank of 3 (Hold) and is compared to lower-cost alternatives like iShares Core S&P 500 ETF and Vanguard 500 Index Fund.
Franklin U.S. Large Cap Multifactor Index ETF (FLQL) is a passively managed large-cap blend ETF with $2.20 billion in assets and a low 0.15% expense ratio. The fund has gained 15.61% year-to-date and 19.07% over the past year, with heavy exposure to technology stocks. It carries a Zacks ETF Rank of 3 (Hold) and is presented as a sufficient option for large-cap blend exposure, though competitors like IVV and VOO offer lower expense ratios.
Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA) offers broad exposure to large-cap blend stocks with a low 0.1% expense ratio and $2.45 billion in assets. The ETF has returned 14.43% year-to-date and 17.67% over the past year, with heavy allocation to technology (37.6%). It carries a Zacks ETF Rank of 3 (Hold), positioning it as a sufficient option for large-cap blend investors, though competitors like VOO and IVV offer lower expense ratios.
The First Trust Dow 30 Equal Weight ETF (EDOW) is a passively managed large-cap blend ETF with $316.89 million in assets and a 0.5% expense ratio. It has delivered 10.59% returns year-to-date and 15.98% over the past year, with a Zacks ETF Rank of 3 (Hold). However, larger competitors like the iShares Core S&P 500 ETF and Vanguard 500 Index Fund offer significantly lower expense ratios of 0.03% and substantially larger asset bases.
Northern Trust US Quality Large Cap ETF (QLC) is a smart beta ETF with $1.14 billion in assets that seeks to outperform the large-cap blend category through quality, valuation, and momentum characteristics. With a 0.25% expense ratio, 162 holdings, and year-to-date returns of 14.84%, it offers reasonable diversification but faces competition from cheaper traditional market-cap weighted alternatives like IVV and VOO.
The Invesco Russell 1000 Equal Weight ETF (EQAL) offers broad exposure to large-cap blend stocks with a low 0.2% expense ratio and $814.41 million in assets. The ETF has returned 12.85% year-to-date and 14.17% over the past year, with a medium risk profile (beta of 0.91). It received a Zacks ETF Rank of 3 (Hold), making it a reasonable option for large-cap blend investors, though competitors like Vanguard 500 Index Fund (VOO) and iShares Core S&P 500 ETF (IVV) offer lower expense ratios of 0.03%.
The article provides an in-depth analysis of the Invesco S&P 500 Equal Weight ETF (RSP), a smart beta ETF with $95.93 billion in assets. RSP uses equal-weighting methodology rather than traditional market cap weighting, with a 0.20% expense ratio and 1.51% dividend yield.
The fund has gained 11.2% year-to-date and 12.31% over the past year, with a beta of 0.92. The article compares RSP to alternative cap-weighted ETFs like IVV and VOO, which offer lower expense ratios (0.03%) and potentially lower risk for investors seeking traditional market exposure.
The TCW Transform 500 ETF (VOTE) is a passively managed large cap blend ETF with $1.14 billion in assets and an extremely low expense ratio of 0.05%. The fund has gained 15.11% year-to-date and 17.49% over the past year, with heavy exposure to technology stocks including Nvidia, Apple, and Microsoft. It carries a Zacks ETF Rank of 3 (Hold) and is compared favorably to larger competitors like the iShares Core S&P 500 ETF and Vanguard 500 Index Fund.
The Schwab 1000 Index ETF (SCHK) is reviewed as a passively managed large cap blend fund with $5.83 billion in assets and a low 0.03% expense ratio. The ETF has gained 14.77% year-to-date and 17% over the past year, with heavy exposure to Information Technology (38.9%).
Top holdings include Nvidia, Apple, and Microsoft. It carries a Zacks ETF Rank of 3 (Hold) and is compared favorably to similar alternatives like the iShares Core S&P 500 ETF and Vanguard 500 Index Fund.
The Invesco S&P 100 Equal Weight ETF (EQWL) is a passively managed large-cap blend ETF with $2.78 billion in assets and a competitive 0.25% expense ratio. With 103 holdings and a beta of 0.89, it offers medium-risk diversification.
Year-to-date performance is 11.37% and one-year performance is 14.45%. The ETF received a Zacks ETF Rank of 3 (Hold), positioning it as a sufficient option for large-cap blend exposure, though lower-cost alternatives like VOO and IVV are also available.
The VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta ETF launched in 2012 that tracks companies with sustainable competitive advantages. With $11.46 billion in assets and a 0.46% expense ratio, it offers medium-risk exposure primarily to Information Technology, Healthcare, and Consumer Staples sectors.
Year-to-date returns are 4.06% with a 7.97% one-year return. The article compares it to lower-cost alternatives like IVV and VOO, which track the S&P 500 with 0.03% expense ratios.
State Street's SPDR Portfolio S&P 500 ETF (SPYM) is highlighted as an attractive option for investors seeking broad large-cap blend exposure. With $175.30 billion in assets, an ultra-low 0.02% expense ratio, and a Zacks ETF Rank of 2 (Buy), SPYM has delivered 13.78% returns year-to-date and 16.25% over the past year.
The ETF holds 508 stocks with heavy tech exposure (40%), led by Nvidia, Apple, and Microsoft. Comparable alternatives include IVV and VOO, which charge slightly higher 0.03% expense ratios.
JPMorgan Diversified Return U.S. Equity ETF (JPUS) offers broad exposure to large cap blend stocks with a low 0.18% expense ratio and 2.07% dividend yield. The ETF has gained 12.29% year-to-date and carries a Zacks ETF Rank of 3 (Hold). However, competitors like Vanguard 500 Index Fund and iShares Core S&P 500 ETF offer lower expense ratios of 0.03% and significantly larger asset bases.
Headlines link to the publisher. Not investment advice.
Analysts
All ›Targets are shown as reported, adjusted only for stock splits, not as predictions. Not investment advice.
Community
7 daysNo sentiment yet
Board · $IVV · 0 threads
Sign in to post on $IVV
No threads yet
Community posts are member opinions. Desk posts are automated weekly counts. Not investment advice.