US Broad Market Value & Growth ETFs

US Broad Market  Value & Growth ETFs
  • Pininvest Analysis

Benchmarked against the Russell 1000 Index ETF - iShares IWB/NYSEARCA - 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

 

We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation

US Broad Market Value & Growth ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
 
First Trust Large Cap Growth AlphaDEX Fund FTC NASDAQ US Market LargeCap Growth USD 71.68 1.0 B 5.6% 18%   6% -25%
First Trust Large Cap Value AlphaDEX Fund FTA NASDAQ US Market LargeCap Value USD 52.31 1.2 B 0.1% 14%   4% -21%
iShares Core S&P U.S. Growth ETF IUSG NYSEARCA Factors Growth USD 63.81 6.7 B 8.5% 17%   6% -21%
iShares Core S&P U.S. Value ETF IUSV NYSEARCA Factors Value USD 57.26 5.7 B 6.8% 14%   4% -20%
iShares Morningstar Large Cap Value ETF JKF NYSEARCA US Market LargeCap Value USD 109.39 510 M 8.2% 13%   4% -17%
iShares Morningstar Large-Cap Growth ETF JKE NYSEARCA US Market LargeCap Growth USD 196.29 1.1 B 9.1% 19%   6% -21%
iShares Russell 1000 Growth ETF IWF NYSEARCA US Market LargeCap Growth USD 161.91 46 B 9.5% 19%   6% -22%
iShares Russell 1000 Value ETF IWD NYSEARCA US Market LargeCap Value USD 128.21 39 B 6.3% 13%   4% -19%
iShares Russell Top 200 Growth ETF IWY NYSEARCA US Market LargeCap Size USD 87.94 1.5 B 9.2% 19%   6% -22%
iShares Russell Top 200 Value ETF IWX NYSEARCA US Market LargeCap Size USD 54.87 464 M 8.8% 13%   4% -18%
PowerShares Russell Top 200 Equal Weight Portfolio EQWL NYSEARCA US Market LargeCap Size USD 57.34 60 M 8.0% 14%   4% -19%
PowerShares Russell Top 200 Pure Growth Portfolio PXLG NYSEARCA US Market LargeCap Size USD 55.87 441 M 7.1% 20%   6% -23%
PowerShares Russell Top 200 Pure Value Portfolio PXLV NYSEARCA US Market LargeCap Size USD 40.29 93 M 7.2% 12%   3% -19%
Schwab U.S. Large-Cap Growth ETF SCHG NYSEARCA US Market LargeCap Growth USD 85.09 8.0 B 9.3% 18%   6% -22%
Schwab U.S. Large-Cap Value ETF SCHV NYSEARCA US Market LargeCap Value USD 56.59 6.1 B 6.7% 13%   4% -19%
Vanguard Mega Cap Growth Index Fund MGK NYSEARCA US Market LargeCap Size USD 133.17 4.5 B 8.8% 19%   6% -23%
Vanguard Mega Cap Value Index Fund MGV NYSEARCA US Market LargeCap Size USD 81.12 2.5 B 8.4% 14%   4% -18%
Vanguard Russell 1000 Growth ETF VONG NASDAQ US Market LargeCap Growth USD 166.40 2.8 B 9.6% 19%   6% -22%
Vanguard Russell 1000 Value Index Fund VONV NASDAQ US Market LargeCap Value USD 112.31 2.0 B 6.5% 13%   4% -19%
Vanguard Value ETF VTV NYSEARCA US Market LargeCap Value USD 111.74 49 B 7.1% 14%   4% -19%