Large Cap Value Stocks – Portfolio Charts

Large cap value is the subset of stocks that covers the largest companies in any given market that are also considered underpriced relative to their fundamentals.

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Not all large cap value stocks are the same, and the numbers depend on your local currency and inflation. Choose the target market and home country, and the page will display funds and data that apply to you.

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Index Funds

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United States Large Cap Value Stocks

ETFs in the United States

	Ticker	Provider	Index	Expense Ratio
	VTV	Vanguard	Morningstar US LCV Index	0.03
ISIN: US9229087443; Dividends: Distributing; Notes: —
	SPYV	State Street	S&P 500 Value	0.04
ISIN: US78464A5083; Dividends: Distributing; Notes: —
	SCHV	Charles Schwab	DJ U.S. LCV	0.04
ISIN: US8085244098; Dividends: Distributing; Notes: —
	ILCV	iShares	Morningstar Value	0.04
ISIN: US4642881092; Dividends: Distributing; Notes: —
	VONV	Vanguard	Russell 1000 Value	0.06
ISIN: US92206C7149; Dividends: Distributing; Notes: —
	VOOV	Vanguard	S&P 500 Value	0.07
ISIN: US9219327031; Dividends: Distributing; Notes: —
	VLUE	iShares	MSCI USA Value Factor	0.15
ISIN: US46432F3881; Dividends: Distributing; Notes: —
	IWD	iShares	Russell 1000 Value	0.18
ISIN: US4642875987; Dividends: Distributing; Notes: —

Notes Definitions

+SCB — Total market fund that includes small caps (85% LCB + 15% SCB)

+EM — Global fund that includes emerging markets (~90% DEV + 10% EM)

-CAN — Excludes Canada (or other specified country normally in the index)

Acc — Accumulating

Dist — Distributing

Assume there are errors and always do your own research. No listings or links are sponsored. Because they track similar indices, all funds should have similar returns before fees.

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Alternatives

Other options when no large cap value funds are available

Large Cap Dividend Funds — Since value companies often pay dividends, funds that focus on dividends have high overlap with value funds.

USA Large Cap Value — The US constitutes a large percentage of the total world market, and there are more factor funds available there than elsewhere.

Large Cap Blend

Definition

The Portfolio Charts large cap value data tracks the largest 85% of a given market sorted by capitalization. Consistent with most index fund definitions, large cap funds also include mid cap companies. This is sometimes referred to as the “standard” index.

Some index providers define large cap blend using a company count instead of market percentages. Because of the way both methods are based on historical standards in the data, they should still be in the same ballpark.

“Value” means that the index focuses on the half of the market considered a good deal relative to company fundamentals. Even if the entire market is undervalued or overvalued, the fund will still hold the relatively undervalued half of the market.

Performance

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Since 1970, an investor in the United States holding United States large cap value stocks earned an average 7.6% real return, with a baseline CAGR of 3.9% over 15 years. Its worst peak-to-trough loss was 41%, and the longest a new investment spent below water was under 14 years.

United States Large Cap Value Stock Performance

For an investor in the United States, 1970–2025
#	Metric	What it measures
7.6%	Average return	Mean annual return after inflation
3.9%	Baseline real return (15 years)	What 15-year stretches returned in the weaker outcomes
41%	Deepest drawdown	Worst peak-to-trough loss after inflation
14 years	Longest drawdown	Longest a new investment stayed below what you put in
15.4%	Volatility (standard deviation)	Year-to-year variation in returns

See this asset in the Annual Returns, Long Term Returns, and Drawdowns charts.

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United States Large Cap Value Stocks

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Data for all markets and home countries

Large Cap Value Stock Data for All Markets and Home Countries

Everything this page knows about large cap value stocks, as plain text for readers and assistants that cannot use the controls above: first the performance stats for every market and home country, then every index fund on this page by market and home country. The blocks above show one market and one home country at a time; these tables show all of them.

To open this page on a specific market and home country, link readers to it with ?market=MARKET&home=COUNTRY added to the URL, using the codes shown in parentheses — market codes on the rows of the stats tables and in the Market column of the fund tables, home country codes on the stats tables' headings and in the Home countries column of the fund tables (e.g. ?market=xus&home=deu). Either parameter may be omitted; the defaults are the United States for both. The asset itself is fixed by the page, so ?pk= has no effect here. More in the Guide for AI Assistants.

Large Cap Value Stock Performance by Market and Home Country

Large Cap Value Stocks in all 4 markets the data tracks, for all 12 home countries, 1970–2025. Each row is one market; each table is one home country.

United States (usa)

Large Cap Value Stock Performance by Market and Home Country: United States, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.5%	2.5%	44%	17 years	20.8%
Developed World (dev)	7.5%	3.3%	47%	13 years	16.7%
Europe (eur)	8.2%	1.8%	49%	19 years	21.5%
United States (usa)	7.6%	3.9%	41%	14 years	15.4%

Australia (aus)

Large Cap Value Stock Performance by Market and Home Country: Australia, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.1%	0.9%	47%	16 years	19.9%
Developed World (dev)	7.6%	1.8%	53%	16 years	18.3%
Europe (eur)	8.2%	0.2%	55%	21 years	23.1%
United States (usa)	8.0%	1.9%	52%	16 years	19.5%

Canada (can)

Large Cap Value Stock Performance by Market and Home Country: Canada, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.6%	2.1%	41%	14 years	19.1%
Developed World (dev)	7.9%	3.1%	48%	15 years	15.7%
Europe (eur)	8.5%	1.5%	46%	17 years	20.5%
United States (usa)	8.0%	3.6%	42%	16 years	15.3%

France (fra)

Large Cap Value Stock Performance by Market and Home Country: France, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.4%	3.4%	49%	13 years	19.7%
Developed World (dev)	7.9%	4.0%	55%	14 years	18.6%
Europe (eur)	8.1%	2.5%	50%	15 years	19.9%
United States (usa)	8.3%	3.5%	50%	14 years	19.6%

Germany (deu)

Large Cap Value Stock Performance by Market and Home Country: Germany, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.1%	3.2%	52%	13 years	20.0%
Developed World (dev)	7.6%	4.0%	57%	14 years	18.9%
Europe (eur)	7.9%	2.5%	53%	15 years	20.6%
United States (usa)	8.0%	3.6%	54%	14 years	19.8%

Italy (ita)

Large Cap Value Stock Performance by Market and Home Country: Italy, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.3%	2.8%	45%	14 years	19.3%
Developed World (dev)	7.8%	3.4%	49%	14 years	18.2%
Europe (eur)	8.0%	2.2%	50%	15 years	19.9%
United States (usa)	8.2%	3.3%	51%	15 years	19.3%

Japan (jpn)

Large Cap Value Stock Performance by Market and Home Country: Japan, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.5%	4.1%	56%	14 years	20.6%
Developed World (dev)	8.0%	4.3%	56%	15 years	19.8%
Europe (eur)	8.6%	2.3%	59%	16 years	23.1%
United States (usa)	8.5%	3.4%	58%	19 years	21.3%

Netherlands (nld)

Large Cap Value Stock Performance by Market and Home Country: Netherlands, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.9%	2.9%	53%	13 years	20.0%
Developed World (dev)	7.4%	3.6%	58%	14 years	18.8%
Europe (eur)	7.6%	2.3%	55%	17 years	20.7%
United States (usa)	7.7%	3.1%	56%	14 years	19.7%

Spain (esp)

Large Cap Value Stock Performance by Market and Home Country: Spain, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.6%	2.2%	52%	14 years	20.2%
Developed World (dev)	7.1%	2.8%	58%	15 years	19.1%
Europe (eur)	7.4%	1.6%	55%	15 years	21.1%
United States (usa)	7.5%	2.4%	55%	15 years	20.1%

Sweden (swe)

Large Cap Value Stock Performance by Market and Home Country: Sweden, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	9.0%	3.7%	48%	13 years	19.4%
Developed World (dev)	8.5%	4.3%	54%	14 years	18.2%
Europe (eur)	8.8%	2.8%	49%	14 years	20.4%
United States (usa)	8.8%	4.5%	49%	14 years	19.2%

Switzerland (che)

Large Cap Value Stock Performance by Market and Home Country: Switzerland, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.4%	2.4%	59%	17 years	21.2%
Developed World (dev)	6.9%	2.4%	64%	14 years	20.2%
Europe (eur)	7.2%	1.4%	61%	18 years	22.1%
United States (usa)	7.3%	2.1%	62%	18 years	21.1%

United Kingdom (gbr)

Large Cap Value Stock Performance by Market and Home Country: United Kingdom, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.9%	3.3%	45%	12 years	18.9%
Developed World (dev)	7.4%	3.9%	51%	13 years	17.3%
Europe (eur)	7.6%	3.3%	46%	14 years	18.9%
United States (usa)	7.8%	4.1%	45%	13 years	18.3%

Large Cap Value Stock Index Funds by Market and Home Country

Every large cap value stock index fund on this page: 24 fund listings across 4 markets, available to investors in 9 home countries. Each table is one target market (the region the fund invests in); each row is one fund, listed once with every home country it is sold in.

Home country codes: Australia (aus), France (fra), Germany (deu), Italy (ita), Netherlands (nld), Spain (esp), Switzerland (che), United Kingdom (gbr), United States (usa).

Developed ex-US Large Cap Value Stocks (xus)

Developed ex-US Large Cap Value Stock index funds: 2 funds, with the home countries each is available in
Market	ISIN	Tickers	Provider	Index	Expense Ratio	Dividends	Notes	Home countries
xus	US4642888774	EFV	iShares	MSCI EAFE Value	0.31	Distributing	—	usa
xus	US46435G4091	IVLU	iShares	MSCI Intl Value Factor	0.31	Distributing	—	usa

Developed World Large Cap Value Stocks (dev)

Developed World Large Cap Value Stock index funds: 5 funds, with the home countries each is available in
Market	ISIN	Tickers	Provider	Index	Expense Ratio	Dividends	Notes	Home countries
dev	IE00BP3QZB59	IWVL, IS3S, IWFV	iShares	MSCI World Enhanced Value	0.25	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
dev	IE00BFYTYS33	IWVU, IWVG	iShares	MSCI World Enhanced Value	0.25	Distributing	—	fra, deu, ita, nld, esp, che, gbr
dev	IE00BJXRT813	WVAL, VALW	State Street	MSCI World Value Exposure Select	0.25	Accumulating	—	fra, deu, ita, nld, esp, gbr
dev	IE00BL25JM42	XDEV	Xtrackers	MSCI World Enhanced Value	0.25	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
dev	AU0000137796	VLUE	VanEck	MSCI World ex AUS Enh Val Top 250	0.4	Distributing	-AUS	aus

Europe Large Cap Value Stocks (eur)

Europe Large Cap Value Stock index funds: 4 funds, with the home countries each is available in
Market	ISIN	Tickers	Provider	Index	Expense Ratio	Dividends	Notes	Home countries
eur	LU0486851024	D5BL, D5BLN	Xtrackers	MSCI Europe Enhanced Value	0.15	Accumulating	—	fra, deu, ita, nld, esp, gbr
eur	IE00BSPLC306	ZPRW, EVAL	State Street	MSCI Europe Value Exposure Select	0.2	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
eur	IE00BQN1K901	IEVL, CEMS, IEFV	iShares	MSCI Europe Enhanced Value	0.25	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
eur	IE00BG13YH41	IEDL	iShares	MSCI Europe Enhanced Value	0.25	Distributing	—	fra, deu, ita, nld, esp, che, gbr

United States Large Cap Value Stocks (usa)

United States Large Cap Value Stock index funds: 13 funds, with the home countries each is available in
Market	ISIN	Tickers	Provider	Index	Expense Ratio	Dividends	Notes	Home countries
usa	US9229087443	VTV	Vanguard	Morningstar US LCV Index	0.03	Distributing	—	usa
usa	US8085244098	SCHV	Charles Schwab	DJ U.S. LCV	0.04	Distributing	—	usa
usa	US4642881092	ILCV	iShares	Morningstar Value	0.04	Distributing	—	usa
usa	US78464A5083	SPYV	State Street	S&P 500 Value	0.04	Distributing	—	usa
usa	US92206C7149	VONV	Vanguard	Russell 1000 Value	0.06	Distributing	—	usa
usa	US9219327031	VOOV	Vanguard	S&P 500 Value	0.07	Distributing	—	usa
usa	US46432F3881	VLUE	iShares	MSCI USA Value Factor	0.15	Distributing	—	usa
usa	US4642875987	IWD	iShares	Russell 1000 Value	0.18	Distributing	—	usa
usa	IE0002EKOXU6	R1VL	iShares	Russell 1000 Value	0.18	—	—	fra, deu, ita, nld, esp, gbr
usa	IE00BD1F4M44	IUVL, IUVF, QDVI	iShares	MSCI USA Enhanced Value	0.2	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
usa	IE00BFF5RX68	IUVD	iShares	MSCI USA Enhanced Value	0.2	Distributing	—	fra, deu, ita, nld, esp, che, gbr
usa	IE00BSPLC520	USVL, UVAL, ZPRU	State Street	MSCI USA Value Weighted	0.2	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
usa	IE00B78JSG98	USVUSY, UBU5, UC07, USVEUY, USVUUz, USVUZz	UBS	MSCI USA Value	0.2	Distributing	—	fra, deu, ita, nld, esp, che, gbr