The State Street SPDR S&P Dividend ETF (SDY) is a passively managed large-cap value ETF with $22.15 billion in assets, offering a 2.36% dividend yield and 0.35% expense ratio. The fund has gained 16.92% year-to-date and carries a Zacks ETF Rank of 3 (Hold). Investors may also consider lower-cost alternatives like Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Morningstar Value ETF (VTV).
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Vanguard Morningstar Value ETF · NYSE ARCA
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20 latestThe Invesco S&P Ultra Dividend Revenue ETF (RDIV) is a passively managed large-cap value ETF with $1.48 billion in assets and a 0.39% expense ratio. It has delivered 19.36% year-to-date returns and 19.93% one-year returns with a 3.52% dividend yield. The ETF carries a Zacks ETF Rank of 3 (Hold) and is considered a reasonable option for large-cap value exposure, though cheaper alternatives like SCHD and VTV are available.
SPHD is a smart beta ETF launched in 2012 with $3.29 billion in assets, offering exposure to 50 S&P 500 stocks with high dividend yields and low volatility. With a 0.30% expense ratio, 4.87% dividend yield, and year-to-date performance of 9.36%, it presents a reasonable option for value investors, though cheaper alternatives like SCHD and VTV exist with significantly larger asset bases.
First Trust Rising Dividend Achievers ETF (RDVY) is a large-cap value ETF with $25.23 billion in assets, offering 0.47% expense ratio and 0.86% dividend yield. The fund has gained 14.31% year-to-date and 19.57% over the past year, with a Zacks ETF Rank of 2 (Buy).
It holds 73 companies with heavy exposure to Financials (37.9%), Information Technology, and Industrials sectors. Comparable alternatives include SCHD and VTV, which have lower expense ratios.
The Invesco Dividend Achievers ETF (PFM) is a passively managed large-cap value fund with $788.33 million in assets and a 0.52% expense ratio. It tracks companies with 10+ consecutive years of dividend increases, delivering 10.66% YTD returns and 14.39% one-year returns. With a Zacks ETF Rank of 3 (Hold), it offers medium risk diversification but faces competition from lower-cost alternatives like SCHD (0.06%) and VTV (0.03%).
The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is reviewed as a passively managed large-cap value ETF with $593.75 million in assets and a 0.27% expense ratio. The fund has delivered 7.49% year-to-date returns and 6.6% one-year returns with a low beta of 0.57, making it suitable for conservative investors seeking dividend income. However, it receives a Zacks ETF Rank of 3 (Hold), with larger competitors like Vanguard Morningstar Value ETF and Schwab U.S. Dividend Equity ETF offering lower expense ratios.
SPHD is a passively managed ETF with $3.17 billion in assets offering exposure to large-cap value stocks with high dividends and low volatility. With a 0.3% expense ratio, 5.12% dividend yield, and a Zacks ETF Rank of 3 (Hold), it presents a moderate risk option for long-term investors. However, larger competitors like SCHD and VTV offer lower expense ratios and significantly more assets under management.
FNDX is a smart beta ETF with $27.51 billion in assets that tracks the Russell RAFI US Large Company Index. It offers low expenses at 0.25%, diversified holdings across 734 companies, and has delivered 18.48% returns with a 1.48% dividend yield. However, alternative ETFs like SCHD and VTV offer lower expense ratios and may be more suitable for cost-conscious investors.
iShares Russell 1000 Value ETF (IWD) is highlighted as a strong investment option for large-cap value exposure with a low 0.18% expense ratio and $81.99 billion in assets. The ETF has delivered 20.42% returns year-to-date and 24.33% over the past year, with a Zacks ETF Rank of 1 (Strong Buy). However, alternative options like Vanguard Morningstar Value ETF (VTV) and Schwab U.S. Dividend Equity ETF (SCHD) offer even lower expense ratios.
The Fidelity Value Factor ETF (FVAL) is a smart beta ETF launched in 2016 that seeks to outperform the Large Cap Value market segment through fundamental stock selection rather than market-cap weighting. With $1.37 billion in assets, a low 0.15% expense ratio, and year-to-date gains of 15%, FVAL offers diversified exposure across 137 holdings with heavy allocation to Information Technology (38%). However, cheaper alternatives like Vanguard's VTV (0.03% expense ratio) and Schwab's SCHD (0.06%) may be more suitable for cost-conscious investors.
First Trust Morningstar Dividend Leaders ETF (FDL) is a passively managed large-cap value ETF with $7.54 billion in assets and a 0.43% expense ratio. The fund has gained 13.89% year-to-date with a 3.95% dividend yield, holding 101 stocks with heavy exposure to Consumer Staples. It carries a Zacks ETF Rank of 3 (Hold), with lower-cost alternatives like SCHD (0.06%) and VTV (0.03%) available.
Vanguard Morningstar Value ETF (VTV) is highlighted as a strong investment option for large-cap value exposure. With $185.80 billion in assets, an ultra-low 0.03% expense ratio, and a Zacks ETF Rank of 1 (Strong Buy), VTV has delivered 15.4% returns year-to-date and 18.69% over the past year. The fund holds 309 diversified holdings with top positions in Financials, Healthcare, and Information Technology sectors.
The First Trust Large Cap Value AlphaDEX ETF (FTA) is a smart beta ETF with $1.32 billion in assets that seeks to outperform the large cap value market segment. With a 0.58% expense ratio, it has gained 12.05% year-to-date and 16.47% over the past year, but carries higher costs compared to alternatives like SCHD (0.06%) and VTV (0.03%). The ETF offers medium risk with a beta of 0.79 and holds 188 stocks with heavy exposure to Financials.
COWZ is a smart beta ETF launched in 2016 that tracks companies with high free cash flow yields, offering 0.49% expense ratio and 2.03% dividend yield. With $18.65 billion in assets and 102 holdings, it returned 12.44% year-to-date and 18.92% over the past year. However, cheaper alternatives like SCHD (0.06% expense ratio) and VTV (0.03% expense ratio) offer lower-cost exposure to the large cap value segment.
The Fidelity Value Factor ETF (FVAL) is a passively managed fund offering exposure to large-cap value stocks with a low 0.15% expense ratio and $1.36 billion in assets. The fund has returned 13.51% year-to-date and 19.97% over the past year, with top holdings in technology including Nvidia, Apple, and Microsoft. It carries a Zacks ETF Rank of 3 (Hold) and is compared to alternatives like Schwab U.S. Dividend Equity ETF and Vanguard Morningstar Value ETF.
The Invesco RAFI US 1000 ETF (PRF) is a passively managed fund with $9.86 billion in assets offering broad exposure to large cap value stocks. With a 0.34% expense ratio and 1.35% dividend yield, it has returned 18.18% year-to-date and 23.1% over the past year.
The fund holds approximately 999 stocks with top positions in Apple, Alphabet, and Microsoft. It carries a Zacks ETF Rank of 3 (Hold) and is positioned as a medium-risk option, though cheaper alternatives like Vanguard Morningstar Value ETF (0.03% expense ratio) and Schwab U.S. Dividend Equity ETF (0.06% expense ratio) are available.
Mentions VTV
VYM, a passively managed ETF with $81.47 billion in assets, offers broad exposure to large cap value stocks with a very low expense ratio of 0.04% and a 2.29% dividend yield. The fund has performed well with 13.56% gains year-to-date and 17.52% over the past year, holding 611 diversified stocks primarily in Financials, Information Technology, and Healthcare sectors. It received a Zacks ETF Rank of 2 (Buy) and is recommended as an excellent long-term investment vehicle.
The iShares MSCI USA Value Factor ETF (VLUE) is a passively managed large-cap value ETF with $9.15 billion in assets and a low 0.15% expense ratio. The fund has gained 44.66% year-to-date and 57.16% over the past year, with a Zacks ETF Rank of 1 (Strong Buy). It holds 151 stocks with heavy exposure to Information Technology (41.4%), led by holdings in Micron Technology, Cisco Systems, and General Motors.
The article provides an in-depth analysis of the iShares Core High Dividend ETF (HDV), a smart beta ETF with $15.38 billion in assets that tracks the Morningstar Dividend Yield Focus Index. With a low expense ratio of 0.08%, a 2.88% dividend yield, and a beta of 0.53, HDV offers medium-risk exposure to high-quality dividend-paying companies.
Top holdings include ExxonMobil, Chevron, and AbbVie, with heavy allocation to Healthcare and Energy sectors. The fund has returned 24.17% year-to-date and 25.38% over the past year.
SPYV, a passively managed ETF tracking the S&P 500 Value Index, offers broad exposure to large-cap value stocks with a low expense ratio of 0.04% and $36.61 billion in assets. The fund has gained 11.62% year-to-date and 16.44% over the past year, with a medium risk profile (beta of 0.82). It holds a Zacks ETF Rank of 2 (Buy) and is recommended for long-term investors seeking value stock exposure.
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