US Broad Market Value & Growth ETFs

Top category "Market Trackers" is hidden please check in administration to make it visible

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 76.11 1.0 B 24.7% 13%   5% -6%
First Trust Large Cap Value AlphaDEX Fund FTA NASDAQ US Market LargeCap Value USD 57.08 1.1 B 16.6% 15%   6% -11%
Invesco Russell Top 200 Equal Weight Portfolio EQWL NYSEARCA US Market LargeCap Size USD 63.17 66 M 24.0% 12%   5% -7%
Invesco Russell Top 200 Pure Growth Portfolio PXLG NYSEARCA US Market LargeCap Size USD 55.87 441 M 13.3% 9%   2% -8%
Invesco Russell Top 200 Pure Value Portfolio PXLV NYSEARCA US Market LargeCap Size USD 40.29 93 M 9.9% 7%   2% -6%
iShares Core S&P U.S. Growth ETF IUSG NYSEARCA Factors Growth USD 70.78 8.3 B 28.4% 12%   5% -6%
iShares Core S&P U.S. Value ETF IUSV NYSEARCA Factors Value USD 63.83 6.9 B 23.9% 12%   5% -8%
iShares Morningstar Large Cap Value ETF JKF NYSEARCA US Market LargeCap Value USD 117.56 564 M 18.5% 11%   4% -7%
iShares Morningstar Large-Cap Growth ETF JKE NYSEARCA US Market LargeCap Growth USD 221.48 1.3 B 30.8% 14%   6% -7%
iShares Russell 1000 Growth ETF IWF NYSEARCA US Market LargeCap Growth USD 184.57 51 B 33.0% 13%   6% -8%
iShares Russell 1000 Value ETF IWD NYSEARCA US Market LargeCap Value USD 138.47 42 B 19.8% 11%   5% -7%
iShares Russell Top 200 Growth ETF IWY NYSEARCA US Market LargeCap Size USD 101.43 1.9 B 34.3% 13%   6% -8%
iShares Russell Top 200 Value ETF IWX NYSEARCA US Market LargeCap Size USD 59.24 499 M 20.4% 11%   5% -7%
Schwab U.S. Large-Cap Growth ETF SCHG NYSEARCA US Market LargeCap Growth USD 97.49 10 B 32.9% 13%   6% -8%
Schwab U.S. Large-Cap Value ETF SCHV NYSEARCA US Market LargeCap Value USD 61.03 7.2 B 20.1% 11%   5% -7%
Vanguard Mega Cap Growth Index Fund MGK NYSEARCA US Market LargeCap Size USD 153.69 5.6 B 35.6% 14%   7% -9%
Vanguard Mega Cap Value Index Fund MGV NYSEARCA US Market LargeCap Size USD 88.16 2.8 B 19.7% 11%   5% -7%
Vanguard Russell 1000 Growth ETF VONG NASDAQ US Market LargeCap Growth USD 189.64 3.5 B 33.1% 13%   6% -8%
Vanguard Russell 1000 Value Index Fund VONV NASDAQ US Market LargeCap Value USD 121.53 2.3 B 19.9% 11%   5% -7%
Vanguard Value ETF VTV NYSEARCA US Market LargeCap Value USD 121.37 56 B 19.6% 11%   5% -7%