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U.S. Broad Market Value & Growth ETFs

U.S. Broad Market Value & Growth ETFs
Jacob Stone / Unsplash
Components Performance/Risk
Period Return
19.1%
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
Risk Contrib
 
iShares Russell 1000 Growth ETF IWF US EquityLargeCap Growth126.709.7% Neutral Average Risk
First Trust Large Cap Growth AlphaDEX Fund FTC US EquityLargeCap Growth179.4811.5% Neutral Above Average
Schwab U.S. Large-Cap Growth ETF™ SCHG US EquityLargeCap Growth36.3214.4% Neutral Average Risk
Vanguard Russell 1000 Growth ETF VONG US EquityLargeCap Growth130.599.4% Neutral Average Risk
iShares Russell 1000 Value ETF IWD US EquityLargeCap/ MidCap252.6728.0% Neutral Low Risk
iShares Morningstar Growth ETF ILCG US EquityLargeCap/ MidCap118.3815.0% Neutral Above Average
iShares Morningstar Value ETF ILCV US EquityLargeCap/ MidCap107.1722.8% Neutral Low Risk
Vanguard Value ETF VTV US EquityLargeCap Value221.6623.7% Neutral Low Risk
First Trust Large Cap Value AlphaDEX Fund FTA US EquityLargeCap Value98.2622.6% Neutral Low Risk
Schwab U.S. Large-Cap Value ETF SCHV US EquityLargeCap Value34.1719.6% Neutral Low Risk
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