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DVAL
+0.46 · +3.22%
$14.83 · NASDAQ

BrandywineGLOBAL - Dynamic US Large Cap Value ETF (DVAL) ETF Analysis | Large Value

Franklin Templeton Investments · USA
AUM:$88.8M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.49% — moderate cost. Consider how fees compound over long holding periods.

What is DVAL?

The fund will only invest in U. traded companies, which may include companies incorporated outside the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DVAL returned 12.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.49%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 37.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$88.8M
Expense Ratio0.49%
Dividend Yield1.92%
Holdings50
Inception DateOct 2014
Domicile–
Distribution–
Index–
ProviderFranklin Templeton Investments
Beta0.83
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.0%
1Y
+16.9%
3Y
+47.4%
5Y
+57.1%
OpenBook InsightIf you had invested £10,000 in DVAL 5 years ago, it would have grown to £15,709 — a gain of £5,709.

Annual Returns

Calendar year performance

DVAL delivered positive returns in 5 of the last 5 calendar years.
YearDVAL
2026 YTD+15.1%
2025+9.1%
2024+12.2%
2023+8.6%
2022+1.8%
CAGR 4yr+7.8%
5/5 positive yearsAvg return: +9.3%Worst year: +1.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.8%
Low
Momentum
+4.7%
30-day change
Support Level
16.44
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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