BVAL : Brand Value ETF

BVAL is a US Stocks Market Large Value with MODERATE fees.

BVAL

Brand Value ETF

FI Score

39 /100

Diversification Rating

0 /10

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

39% FI Score
  • bval
  • ETF
  • US Stocks
  • Large Value

Brand Value ETF

Expenses: 0.65% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the performance, before fees and expenses, of the EQM Brand Value Index (the index). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index measures the performance of up to 50 publicly-traded U.S. companies based on a proprietary analysis of the value of their brand relative to their market capitalization.

Largest Holdings

Amount Holding
3.20% Apple Inc
2.82% Amazon.com, Inc
2.80% Microsoft Corporation
2.73% Intel Corporation
2.67% The Clorox Company
2.66% Bristol-Myers Squibb Company
2.53% Alphabet Inc
2.51% Facebook, Inc
2.49% General Mills, Inc
2.44% Johnson & Johnson

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