Applied Finance Valuation Large Cap ETF

Frequently Asked Questions About VSLU

What does VSLU invest in?

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap companies. The Adviser defines large cap companies as companies with market capitalizations of $5 billion or more, measured at the time of purchase. It may also invest in small and mid-cap companies, convertible securities, preferred stocks, rights and warrants. The fund is non-diversified.

What is the expense ratio of VSLU?

Applied Finance Valuation Large Cap ETF (VSLU) charges an expense ratio of 0.49%. This is the annual fee deducted from fund assets to cover management and operations.

How big is VSLU?

Applied Finance Valuation Large Cap ETF (VSLU) manages $359.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is VSLU actively managed or an index fund?

VSLU's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was VSLU launched?

Applied Finance Valuation Large Cap ETF (VSLU) launched in April 2021 and is managed by Applied Finance.

How has VSLU performed?

VSLU's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.