Large Cap Value ETF Ranking (June Update)
A Ranking of Large Cap Value ETF's from ETF.com by Trailing Five Year Total Return
Hi Fans of Evergreen Live Oak,
I hope this post finds you well. Please find a ranking of 38 Large Cap Value ETF's. The ETF list was sourced from ETF.com and the data gathered from Alpha Vantage API. The spreadsheet is sorted by Trailing Five Year (TFY) return. SPY and QQQ are added to this list, providing a comparison to the S&P 500 and Nasdaq, respectively.
Please note that I removed the Leveraged ETF’s from the list.
No Large Cap Value ETFs beat the S&P500. Also, none beat the Nasdaq. Below are the top 10
FVAL (Fidelity Value Factor ETF , TFY Total Return - 93.89%)
VOOV (Vanguard S&P 500 Value ETF , TFY Total Return - 89.97%)
SPYV (SPDR Portfolio S&P 500 Value ETF , TFY Total Return - 89.93%)
IVE (IShares S&P 500 Value ETF , TFY Total Return - 88.89%)
JVAL (JPMorgan U.S. Value Factor ETF , TFY Total Return - 85.94%)
PWV (Invesco Large Cap Value ETF , TFY Total Return - 81.84%)
MGV (Vanguard Mega Cap Value ETF , TFY Total Return - 77.61%)
VTV (Vanguard Value ETF , TFY Total Return - 75.89%)
FTA (First Trust Large Cap Value AlphaDEX Fund , TFY Total Return - 73.05%)
SPVU (Invesco S&P 500 Enhanced Value ETF , TFY Total Return - 73.05%)
I attached a spreadsheet with the data, containing additional data from the table shown below. It’s also sorted by Trailing Five Year Return (TFY).
Please note that TFY is the total return with any dividends, payouts reinvested. Please also note that the TFY number is not annualized.
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