TVAL ETF

TVAL ETF
$43.23
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Fund Essentials - as of Aug 6, 2026

Net Assets
$1.0B
Expense Ratio
0.33%
Dividend Yield (Current)
0.95%
Holdings
347
Inception Date
Jun 14, 2023
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+20.93%
1 Year+31.46%
3 Year+18.36%

Asset Allocation

Stocks: 99.76%
Cash: 0.24%
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Top Holdings

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TickerNameWeight
AMZNAmazon.Com Inc6.54%
AAPLApple, Inc4.79%
MSFTMicrosoft Corp4.79%
XOMExxon Mobil Corp.1.89%
JNJJohnson & Johnson - Common1.76%
Top 10 Concentration: 28.13%Report Date: Aug 6, 2026
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Dividend Summary

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Dividend Yield (Current)
0.95%
Frequency
Annually
Latest Distribution
$0.41
Dec 23, 2025
12M Distributions
1 payment
Total: $0.41

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

TVAL ETF Overview

TVAL ETF (T. Rowe Price Value ETF) is managed by T.Rowe Price with $1.00B in net assets. TVAL expense ratio is 0.33%, holding 347 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2023-06-14.

TVAL performance shows a YTD return of 20.93%. The 1-year return is 31.46%. TVAL dividend yield stands at 0.95%, paid annually.

TVAL top holdings include Amazon.Com Inc (6.5%), Apple, Inc (4.8%), Microsoft Corp (4.8%), Exxon Mobil Corp. (1.9%), Johnson & Johnson - Common (1.8%). Go to all TVAL holdings, TVAL sectors, or TVAL dividends.

TVAL can be compared against other funds. Use TVAL overlap to find shared positions, or TVAL vs another fund for a side-by-side view. TVAL alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+2.21%
YTD
+20.93%
1 Year
+31.46%
3 Year
+18.36%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

17.1%

of portfolio

AMZNAmazon.Com Inc
6.54%
AAPLApple, Inc
4.79%
MSFTMicrosoft Corp
4.79%
METAMeta Platforms, Inc.
0.60%
GOOGAlphabet Inc. C
0.34%

Top 10 Holdings (28.1% of portfolio)

#TickerNameSectorWeight
1AMZNAmazon.Com IncConsumer Discretionary6.54%
2AAPLApple, IncInformation Technology4.79%
3MSFTMicrosoft CorpInformation Technology4.79%
4XOMExxon Mobil Corp.Energy1.89%
5JNJJohnson & Johnson - CommonHealth Care1.76%
6SCHWSchwab Strategic TFinancials1.70%
7CSXCsx Corp.Industrials1.68%
8PGProcter & Gamble CompanyConsumer Staples1.68%
9CBChubb Ltd Common Stock Usd 24.15Financials1.66%
10JPMJpmorgan ChaseFinancials1.64%