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) | 11.33% | 28.50% | 22.58% | 13.91% | 15.48% | 14.53% | 11.37% | … | … |
| IVV (iShares Core S&P 500 ETF) | 11.38% | 28.64% | 22.69% | 13.99% | 15.56% | 14.57% | 11.40% | … | … |
| VOO (Vanguard S&P 500 ETF) | 11.34% | 28.62% | 22.68% | 13.98% | 15.55% | 14.62% | NA | … | … |
| OEF (iShares S&P 100 ETF) | 9.86% | 29.74% | 24.73% | 15.77% | 16.70% | 15.31% | 11.84% | … | … |
| VTI (Vanguard Total Stock Market ETF) | 11.72% | 28.79% | 22.37% | 12.80% | 15.04% | 14.14% | 11.28% | … | … |
| IWB (iShares Russell 1000 ETF) | 11.04% | 27.62% | 22.28% | 13.09% | 15.16% | 14.26% | 11.27% | … | … |
| VV (Vanguard Large-Cap ETF) | 11.15% | 28.29% | 22.94% | 13.64% | 15.57% | 14.54% | 11.54% | … | … |
| SCHX (Schwab U.S. Large-Cap ETF) | 11.20% | 27.92% | 22.63% | 13.39% | 16.48% | 15.57% | NA | … | … |
| RSP (Invesco S&P 500 Equal Weight ETF) | 10.53% | 20.68% | 15.65% | 8.50% | 11.87% | 12.03% | 10.03% | … | … |
| DFAC (Dimensional U.S. Core Equity 2 ETF) | 12.69% | 29.91% | 21.06% | NA | NA | NA | NA | … | … |
| DFAU (Dimensional US Core Equity Market ETF) | 11.85% | 29.14% | 22.03% | 13.15% | NA | NA | NA | … | … |
| CGUS (Capital Group Core Equity ETF) | 10.53% | 25.75% | 22.67% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2022
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