US S&P 500 Value & Growth ETFs

US S&P 500 Value & Growth ETFs
  • Pininvest Analysis

Benchmarked against the S&P  500 Index ETF State Street SPDR SPY/NYSEARCA, our S&P 500  Value & Growth  ETF selection compares the two well-known investment styles for large-cap companies, in terms of performance and of volatility (risk exposure)

The S&P 500 includes the largest US companies listed on NYSE and NASDAQ; the securities are market-cap weighted, with the 10 largest firms close to 20% of total assset value

 The analysis may be of special relevance in uncertain times 

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 S&P 500 Value & Growth ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
 
iShares S&P 500 Growth ETF IVW NYSEARCA US Market LargeCap Growth USD 181.81 24 B 5.6% 18%   12% -21%
iShares S&P 500 Value ETF IVE NYSEARCA US Market LargeCap Value USD 120.64 16 B 5.6% 16%   10% -20%
PowerShares S&P 500 Pure Growth ETF RPG NYSEARCA US Market LargeCap Growth USD 120.26 2.7 B 1.8% 19%   12% -23%
PowerShares S&P 500 Pure Value ETF RPV NYSEARCA US Market LargeCap Value USD 66.09 932 M -2.4% 18%   11% -23%
PowerShares S&P Enhanced 500 Value Portfolio SPVU NYSEARCA US Market LargeCap Value USD 35.99 67 M 2.5% 18%   10% -20%
SPDR S&P 500 Growth ETF SPYG NYSEARCA US Market LargeCap Growth USD 39.27 5.5 B 5.7% 18%   12% -21%
SPDR S&P 500 Value ETF SPYV NYSEARCA US Market LargeCap Value USD 32.39 3.3 B 5.8% 16%   10% -20%
Vanguard S&P 500 Growth Index Fund VOOG NYSEARCA US Market LargeCap Growth USD 163.33 2.8 B 5.6% 19%   12% -21%
Vanguard S&P 500 Value Index Fund VOOV NYSEARCA US Market LargeCap Value USD 116.40 1.0 B 5.7% 15%   10% -20%