👤 What are the top ETFs combining growth and value strategies?
2/8/2025 05:51pm
The top ETFs that combine growth and value strategies are designed to balance the characteristics of growth and value stocks, offering investors a diversified portfolio with both potential for high growth and reasonable valuation. Here are some of the top ETFs that blend growth and value approaches:
|Ticker|Name|Date|Percentage Change|code|market_code|
|---|---|---|---|---|---|
|VTV.P|Vanguard Value ETF|20240208|0.0262|VTV|169|
|VTV.P|Vanguard Value ETF|20240209|-0.0262|VTV|169|
|VTV.P|Vanguard Value ETF|20240212|0.5709|VTV|169|
|VTV.P|Vanguard Value ETF|20240213|-1.2984|VTV|169|
|VTV.P|Vanguard Value ETF|20240214|0.5817|VTV|169|
|VTV.P|Vanguard Value ETF|20240215|1.2027|VTV|169|
|VTV.P|Vanguard Value ETF|20240216|-0.2403|VTV|169|
|VTV.P|Vanguard Value ETF|20240220|-0.0195|VTV|169|
|VTV.P|Vanguard Value ETF|20240221|0.4623|VTV|169|
|VTV.P|Vanguard Value ETF|20240222|0.8036|VTV|169|
1. **Vanguard Value ETF (VTV)**: This ETF tracks the CRSP U.S. Large Cap Value index and holds about 340 large-cap value stocks. It has a 5-year annualized return of 9.9% and an expense ratio of 0.04%.
2. **iShares Russell 1000 Value ETF (IWD)**: IWD tracks the Russell 1000 Value index, which includes large- and mid-cap U.S. stocks with value characteristics. It has a 5-year annualized return of 8.5% and an expense ratio of 0.19%.
3. **BlackRock Large Cap Value ETF (BLCV)**: This ETF invests in large-cap value stocks using a quantitative approach. It has a 5-year annualized return of 10.2% and an expense ratio of 0.35%.
4. **iShares Core S&P 500 Value ETF (RPV)**: IShares Core S&P 500 Value ETF tracks the S&P 500 Value index and has a 5-year annualized return of 9.1%. It has an expense ratio of 0.04%.
These ETFs combine growth and value strategies by investing in stocks that have the potential for high growth while also being reasonably valued. They can be attractive options for investors who want to balance the potential for high returns with the stability of value stocks.