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Save view, at the bottom, keeps this one here SCHX and LGLV · year-to-date · as of Nov 10, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return+0.3%+7.4%+2.8%+11.5%+13.5%+50.2%+48.5%+372.3%
Peer average−0.3%−2.6%−2.3%+12.6%+15.3%+76.2%+68.2%—
S&P 500 · VOO−0.3%−3.6%−2.7%+10.9%+13.1%+79.3%+74.2%+811.1%
SPDR LGLV and Vanguard VOO · total return, dividends in · as of Nov 10, 2026
IndustrialsReal EstateFinancial ServicesUtilitiesHealthcareConsumer DefensiveOther
SPDR LGLV · 172 holdings · top 22 shown · tile size = share of the fund · as of Nov 10, 2026
+10.7%
+10.7%
$54.1B
Avantis U.S. Large Cap Value
+25.0%
+25.0%
$22.2B
U.S. Large-Cap Value
+18.8%
+18.8%
$15.7B
Goldman Sachs ActiveBeta U.S. Large Cap Equity
+9.4%
+9.4%
$14.6B
Fidelity Enhanced Large Cap Core
+11.7%
+11.7%
$8.7B
BNY Mellon US Large Cap Core Equity
+11.5%
+11.5%
$6.7B
Fidelity Enhanced Large Cap Growth
−2.0%
−2.0%
$5.4B
Fidelity Enhanced Large Cap Value
+27.1%
+27.1%
$3.7B
Goldman Sachs Equal Weight U.S. Large Cap Equity
+15.6%
+15.6%
$2.2B
Franklin U.S. Large Cap Multifactor
+9.9%
+9.9%
$2.1B
Dimensional Trust - Dimensional US Large Cap Core Equity Market
new
new
$1.7B
SEI QiM U.S. Large Cap Value Active
+20.5%
+20.5%
$1.6B
Avantis U.S. Large Cap Equity
+14.3%
+14.3%
$1.5B
SEI QiM U.S. Large Cap Momentum Active
+8.3%
+8.3%
$1.4B
US Large Cap · current AUM · as of Nov 10, 2026
SPDR LGLV · per-share distributions by ex-date · 2014–2026
−0.4%
+10.7%
+12.7%
$54.1B
Avantis U.S. Large Cap Value ETF
+0.1%
+25.0%
+30.9%
$22.2B
Schwab U.S. Large-Cap Value ETF
+0.1%
+18.8%
+22.2%
$15.7B
State Street SPDR US Large Cap Low Volatility Index ETF
+0.3%
+11.5%
+13.5%
$1.2B
#14 of 26 this year · #12 cheapest of 29 · sorted by assets
LGLV and its peer group · total return · as of Nov 11, 2026
1.38%
6EDConsolidated Edison1.19% 9PEGPublic Service Enterprise Gp1.11% SPDR LGLV · weight in the fund · as of Nov 10, 2026
SPDR LGLV · 172 holdings · top 22 shown · tile size = share of the fund · as of Nov 10, 2026
+1.0 pt
SCHX and LGLV · year-to-date · as of Nov 10, 2026 · AUM not scored
LGLVAvsBPeer average
1D+0.3%−0.3%
1M+7.4%−2.6%
3M+2.8%−2.3%
YTD+11.5%+12.6%
1Y+13.5%+15.3%
3Y+50.2%+76.2%
5Y+48.5%+68.2%
3–4Peer average wins
28 US large cap peers · each row scaled to its leader
V1.1%
V1.1%
IndustrialsReal EstateFinancial ServicesUtilitiesHealthcareConsumer DefensiveOther