CRSP US Large Cap Value index
1 year return
+10.22%3,271.5
The CRSP US Large Cap Value Index represents the value segment of the largest publicly traded U.S. companies, focusing on stocks with lower price-to-book ratios and other value characteristics. It includes approximately the top 85% of market cap and is tilted toward companies considered undervalued. The Vanguard Value ETF (VTV) tracks this index.
Historical tax loss rate17.25%
A $100k investment on Oct 1, 2021 would've harvested $17,247 in losses by May 1, 2025.
Positions
Sectors
Financials
25.7%Health Care
15.8%Industrials
14.8%Information Technology
9.2%Consumer Staples
7.0%Consumer Discretionary
6.9%Energy
6.5%Utilities
5.1%Telecommunication Services
3.4%Materials
2.9%Real Estate
2.6%Fees & minimums
Annual fee0.14%
Minimum investment$20,000.00
Comparison ETF
VTV
Vanguard Value ETF
Expense ratio0.04%
Customizations
2Sector customizations
10Stock customizations
View investment dataData shown is as of