This asset class covers U.S. large-cap companies that blend growth and value traits, so the portfolios mirror the core of the domestic equity market. Funds typically track broad benchmarks such as the S&P 500 and hold sector leaders across the economy, making them foundational building blocks for diversified portfolios.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPY (SPDR S&P 500 ETF Trust) | 8.45% | 25.79% | 21.52% | 13.34% | 15.18% | 14.34% | 11.22% | … | … |
| IVV (iShares Core S&P 500 ETF) | 8.46% | 25.86% | 21.61% | 13.41% | 15.25% | 14.37% | 11.25% | … | … |
| VOO (Vanguard S&P 500 ETF) | 8.45% | 25.87% | 21.61% | 13.41% | 15.25% | 14.41% | NA | … | … |
| OEF (iShares S&P 100 ETF) | 6.69% | 27.13% | 23.52% | 15.07% | 16.36% | 15.08% | 11.68% | … | … |
| VTI (Vanguard Total Stock Market ETF) | 8.72% | 26.04% | 21.27% | 12.17% | 14.73% | 13.93% | 11.13% | … | … |
| IWB (iShares Russell 1000 ETF) | 8.17% | 24.87% | 21.22% | 12.50% | 14.86% | 14.06% | 11.12% | … | … |
| VV (Vanguard Large-Cap ETF) | 8.24% | 25.58% | 21.85% | 13.04% | 15.27% | 14.34% | 11.39% | … | … |
| SCHX (Schwab U.S. Large-Cap ETF) | 8.26% | 25.11% | 21.54% | 12.78% | 16.17% | 15.36% | NA | … | … |
| RSP (Invesco S&P 500 Equal Weight ETF) | 8.96% | 19.28% | 15.10% | 8.22% | 11.70% | 11.92% | 9.95% | … | … |
| DFAC (Dimensional U.S. Core Equity 2 ETF) | 10.05% | 27.16% | 20.11% | NA | NA | NA | NA | … | … |
| DFAU (Dimensional US Core Equity Market ETF) | 8.92% | 26.24% | 20.95% | 12.55% | NA | NA | NA | … | … |
| CGUS (Capital Group Core Equity ETF) | 7.54% | 22.56% | 21.56% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2022
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