LGLV Among US Large Cap ETFs
End-of-day Nov 13, 2026 · 25 US large cap ETFs by YTD
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | +0.5% | +2.1% | +6.1% | +3.6% | +11.9% | +12.2% | +51.2% | +48.8% | +374.0% |
| Peer average | −0.3% | +2.6% | −1.7% | −2.0% | +13.1% | +13.9% | +76.3% | +67.0% | — |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$45 of every $1,000 in LGLV is Welltower
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | WELLWelltower | Real Estate | 4.52% | $451.80 | 226K | $55.9M |
| 2 | ORealty Income | Real Estate | 1.65% | $164.83 | 342K | $20.4M |
| 3 | VMRKVivmark Residential | Real Estate | 1.47% | $146.71 | 281K | $18.1M |
| 4 | DUKDuke Energy | Utilities | 1.38% | $137.84 | 132K | $17.0M |
| 5 | KOCoca Cola /the | Consumer Defensive | 1.25% | $125.43 | 159K | $15.5M |
| 6 | EDConsolidated Edison | Utilities | 1.19% | $119.38 | 124K | $14.8M |
| 7 | CMECME Group | Financial Services | 1.18% | $117.53 | 46K | $14.5M |
| 8 | SOSouthern /the | Utilities | 1.16% | $115.88 | 153K | $14.3M |
| 9 | VVisa Shares | Financial Services | 1.11% | $111.15 | 32K | $13.7M |
| 10 | PEGPublic Service Enterprise GP | Utilities | 1.09% | $109.09 | 182K | $13.5M |
| 11 | TRVTravelers COS /the | Financial Services | 1.07% | $107.35 | 33K | $13.3M |
| 12 | JNJJohnson + Johnson | Healthcare | 1.05% | $104.97 | 46K | $13.0M |
| 13 | BRK-BBerkshire Hathaway | Financial Services | 1.03% | $102.60 | 22K | $12.7M |
| 14 | MRSHMarsh + Mclennan COS | Financial Services | 1.00% | $100.21 | 60K | $12.4M |
| 15 | PEPPepsico | Consumer Defensive | 0.98% | $97.95 | 84K | $12.1M |
of the $286B in 28 US large cap ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | WELL | Welltower | 4.52% |
| 2 | O | Realty Income | 1.65% |
| 3 | VMRK | Vivmark Residential | 1.47% |
| 4 | DUK | Duke Energy | 1.38% |
| 5 | KO | Coca Cola /the | 1.25% |
| 6 | ED | Consolidated Edison | 1.19% |
| 7 | CME | CME Group | 1.18% |
| 8 | SO | Southern /the | 1.16% |
| 9 | V | Visa Shares | 1.11% |
| 10 | PEG | Public Service Enterprise GP | 1.09% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 21, 2026 | Sep 23, 2026 | $0.99 |
| Jun 22, 2026 | Jun 24, 2026 | $0.97 |
| Mar 23, 2026 | Mar 25, 2026 | $0.97 |
| Dec 22, 2025 | Dec 24, 2025 | $0.95 |
| Sep 22, 2025 | Sep 24, 2025 | $0.84 |
| Jun 23, 2025 | Jun 25, 2025 | $0.83 |
| Mar 24, 2025 | Mar 26, 2025 | $0.78 |
| Dec 20, 2024 | Dec 24, 2024 | $0.98 |
| Sep 20, 2024 | Sep 24, 2024 | $0.74 |
| Jun 21, 2024 | Jun 25, 2024 | $0.83 |
| Mar 15, 2024 | Mar 20, 2024 | $0.64 |
| Dec 15, 2023 | Dec 20, 2023 | $1.03 |