U.S. Broad Market Value & Growth ETFs

Components Performance/Risk

Apr 1, 2018
Dec 21, 2023

Period Return

22.1%

Return Rank

Average

Risk Exposure

Low Risk

Benchmarked against the Russell 1000 Index ETF - iShares - our Broad Market Value & Growth ETF selection compares the two well-known investment styles in terms of performance and of volatility (risk exposure) of funds covering a wide range of market capitalizatons

'mega cap'
top 200
Russell 1000
Core S&P (large and mid-capitalization)
'large cap'

The analysis may be of special relevance in uncertain time

Style rotation is indicative of consensus views on market trends and you may note changing perceptions over time by adjusting the reference periods on the toolbar

Theme Components

Name	Ticker	Category	SubCategory	Cur. Price	Performance	Momentum	Risk Rank
iShares Russell 1000 Growth ETF	IWF	US Equity	LargeCap Growth	121.16	14.9%	Neutral	Average Risk
First Trust Large Cap Growth AlphaDEX Fund	FTC	US Equity	LargeCap Growth	183.81	21.5%	Weak Up	Above Average
Schwab U.S. Large-Cap Growth ETF™	SCHG	US Equity	LargeCap Growth	34.12	16.4%	Neutral	Average Risk
Vanguard Russell 1000 Growth ETF	VONG	US Equity	LargeCap Growth	124.74	14.3%	Neutral	Average Risk
iShares Russell 1000 Value ETF	IWD	US Equity	LargeCap/ MidCap	246.81	28.0%	Weak Up	Low Risk
iShares Morningstar Growth ETF	ILCG	US Equity	LargeCap/ MidCap	114.09	17.9%	Neutral	Average Risk
iShares Morningstar Value ETF	ILCV	US Equity	LargeCap/ MidCap	103.18	24.6%	Neutral	Low Risk
Vanguard Value ETF	VTV	US Equity	LargeCap Value	219.17	26.9%	Weak Up	Low Risk
First Trust Large Cap Value AlphaDEX Fund	FTA	US Equity	LargeCap Value	98.40	26.5%	Neutral	Low Risk
Schwab U.S. Large-Cap Value ETF	SCHV	US Equity	LargeCap Value	34.43	24.7%	Weak Up	Low Risk

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