Vanguard Morningstar Value ETF VTV

Vanguard Value ETF (el Fondo) es una clase de acciones negociadas en bolsa del Vanguard Value Index Fund, que emplea un enfoque de gestión pasiva o indexación diseñado para seguir el rendimiento del MSCI US Prime Market Value Index (el Índice). El Índice es un índice diversificado de acciones de valor de empresas principalmente grandes de Estados Unidos. El Índice representa las empresas de valor del MSCI US Prime Market 750 Index. El MSCI US Prime Market 750 Index representa el universo de empresas de gran capitalización en el mercado de valores de Estados Unidos. El Fondo intenta replicar el Índice objetivo invirtiendo todos, o sustancialmente todos, sus activos en las acciones que componen el Índice, manteniendo cada acción en aproximadamente la misma proporción que su ponderación en el Índice. El Fondo puede invertir, en cierta medida, en futuros de acciones y contratos de opciones, warrants, valores convertibles y acuerdos de permuta. El asesor de inversiones del Fondo es Vanguard Quantitative Equity Group.

Con 5 acciones de VTV (USD 1.086,27) habrías recibido USD 20,85 en dividendos en los últimos 12 meses.

• Zacks Investment Research 1 oct

  Is First Trust Large Cap Value AlphaDEX ETF (FTA) a Strong ETF Right Now?

  The First Trust Large Cap Value AlphaDEX ETF (FTA) is a smart beta ETF with $1.32 billion in assets that seeks to outperform the large cap value market segment. With a 0.58% expense ratio, it has gained 12.05% year-to-date and 16.47% over the past year, but carries higher costs compared to alternatives like SCHD (0.06%) and VTV (0.03%). The ETF offers medium risk with a beta of 0.79 and holds 188 stocks with heavy exposure to Financials.

  

• Zacks Investment Research 30 sept

  Is Pacer US Cash Cows 100 ETF (COWZ) a Strong ETF Right Now?

  COWZ is a smart beta ETF launched in 2016 that tracks companies with high free cash flow yields, offering 0.49% expense ratio and 2.03% dividend yield. With $18.65 billion in assets and 102 holdings, it returned 12.44% year-to-date and 18.92% over the past year. However, cheaper alternatives like SCHD (0.06% expense ratio) and VTV (0.03% expense ratio) offer lower-cost exposure to the large cap value segment.

  

• Zacks Investment Research 29 sept

  Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

  The Fidelity Value Factor ETF (FVAL) is a passively managed fund offering exposure to large-cap value stocks with a low 0.15% expense ratio and $1.36 billion in assets. The fund has returned 13.51% year-to-date and 19.97% over the past year, with top holdings in technology including Nvidia, Apple, and Microsoft. It carries a Zacks ETF Rank of 3 (Hold) and is compared to alternatives like Schwab U.S. Dividend Equity ETF and Vanguard Morningstar Value ETF.

  

• Zacks Investment Research 29 sept

  Should Invesco RAFI US 1000 ETF (PRF) Be on Your Investing Radar?

  The Invesco RAFI US 1000 ETF (PRF) is a passively managed fund with $9.86 billion in assets offering broad exposure to large cap value stocks. With a 0.34% expense ratio and 1.35% dividend yield, it has returned 18.18% year-to-date and 23.1% over the past year. The fund holds approximately 999 stocks with top positions in Apple, Alphabet, and Microsoft. It carries a Zacks ETF Rank of 3 (Hold) and is positioned as a medium-risk option, though cheaper alternatives like Vanguard Morningstar Value ETF (0.03% expense ratio) and Schwab U.S. Dividend Equity ETF (0.06% expense ratio) are available.

  

• Zacks Investment Research 22 sept

  Should Xtrackers S&P 100 Ex Top 20 ETF (XOEX) Be on Your Investing Radar?

  XOEX is a passively managed large-cap value ETF launched in November 2022 with $287.46 million in assets. It offers low expenses at 0.15% and a 1.47% dividend yield, with top holdings including Mastercard, Abbvie, and Bank of America. The ETF gained 11.36% year-to-date and carries a Zacks ETF Rank of 3 (Hold). Larger competitors like SCHD and VTV offer similar exposure with lower expense ratios.