Morningstar Investigates Five Overlooked 5-Star ETFs (PWV, SDY, VIG, FVD, DEF)

Share This Article
July 27, 2010 10:01am NYSE:DEF NYSE:FVD

For the most part ETFs are index funds. But an index can go far beyond just market cap weighting. Most ETF insiders know this already that there is wide swath of opportunities, equal-weighted, market cap-weighted, fundamentally-weighted, some of them driving

up from quantitative factors. And what we’ve seen is a great deal of outperformance by a lot of these quantitative ETFs, the ETFs that are applying additional screening besides the most basic aspects of stock investing. Morningstar’s Scott Burns and Paul Justice examine five standout large-cap ETFs in the video below:

Securities mentioned in this video:  

  • PowerShares Dynamic Large Cap Value (PWV)
  • SPDR S&P Dividend (SDY)
  • Vanguard Dividend Appreciation ETF (VIG)
  • First Trust Value Line Dividend Index (FVD)
  • ¬†Claymore/Sabrient Defensive Equity (DEF)

Read Next

Get Free Updates

Join over 50,000 investors who get the latest news from!

Most Popular

From Our Partners

Explore More from

Free Daily Newsletter

Get daily ETF insights from our market experts. Never miss another important market development again! respects your privacy.

Best ETFs

We've rated and ranked nearly 2,000 ETFs and ETNs using our proprietary SMART Grade system.

View Top Rated ETFs

Best Categories

We've ranked dozens of ETF categories based on relative performance.

Best ETF Categories