6 Large Cap Value ETFs To Buy In A Shaky Market

While looking at individual companies is certainly an option, a focus on ETFs in the space could be a less risky way to tap into the same broad trends. These funds are popular and have a Zacks ETF Rank #2 (Buy).

Vanguard Value ETF (VTV  - Free Report)
This fund seeks to track the CRSP US Large Cap Value Index, which measures the performance of the largest U.S. value stocks. With AUM of $36.1 billion and an expense ratio of 0.05%, VTV trades in a solid volume of around 1.6 million shares per day on an average. The product holds 337 stocks, which are well spread across each component as none of these holds more than 5.7% share. Here again, financials takes the top spot with one-fourth share while technology, healthcare, and industrials round off to the next three spots with a double-digit allocation each.

Schwab U.S. Large-Cap Value ETF (SCHV - Free Report)

This fund tracks the Dow Jones U.S. Large-Cap Total Stock Market Index, holding 357 stocks in its basket. None of the securities accounts for more than 5.8% of the total assets. Additionally, the product is well spread out across sectors with financials, information technology, healthcare and consumer staples accounting for double-digit exposure each. SCHV has amassed assets worth $4.1 billion and trades in volumes of around 320,000 shares a day on average. It charges an expense ratio of 0.04%.

Schwab Fundamental U.S. Large Company Index ETF (FNDX - Free Report)

This fund follows the Russell RAFI US Large Company Index and holds 665 stocks with each accounting for less than 3.8% share. Information technology, financials, energy and consumer discretionary are the top four sectors. The ETF has AUM of $4.1 billion and trades in an average daily volume of 352,000 shares. It charges 25 bps in annual fees.

Vanguard Mega Cap Value ETF (MGV - Free Report)

This product tracks the CRSP US Mega Cap Value Index, holding 156 stocks in its basket. It is skewed toward the top firm – Microsoft (MSFT  - Free Report) – at 6.8% while other firms do not account for more than 3.7% of the assets. With AUM of $1.9 billion, the ETF is also tilted toward financials at 25.3% while healthcare, technology and industrial round off the top four. Expense ratio is 0.07% while average daily volume is moderate at 70,000 shares.  

View single page >> |

Disclosure: Zacks.com contains statements and statistics that have been obtained from sources believed to be reliable but are not guaranteed as to accuracy or completeness. References to any specific ...

How did you like this article? Let us know so we can better customize your reading experience.


Leave a comment to automatically be entered into our contest to win a free Echo Show.