U.S. Value Index Funds
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| iShares US Small Cap Value Factor ETF
SVAL
| Small Value | 12.41% | 0.95% | — | 0.200% | 69.73 Mil | ||
| iShares Select Dividend ETF
DVY
| Large Value | 10.82% | 4.58% | 7.79% | 0.380% | 18.06 Bil | ||
| iShares S&P Small-Cap 600 Value ETF
IJS
| Small Value | 3.32% | −1.15% | 7.19% | 0.180% | 6.37 Bil | ||
| iShares S&P Mid-Cap 400 Value ETF
IJJ
| Mid-Cap Value | 7.46% | 4.12% | 9.31% | 0.180% | 7.29 Bil | ||
| iShares S&P 500 Value ETF
IVE
| Large Value | 14.90% | 9.01% | 11.48% | 0.180% | 32.66 Bil | ||
| iShares Russell Top 200 Value ETF
IWX
| Large Value | 13.35% | 5.92% | 8.83% | 0.200% | 2.17 Bil | ||
| iShares Russell Mid-Cap Value ETF
IWS
| Mid-Cap Value | 11.05% | 2.93% | 8.06% | 0.230% | 12.46 Bil | ||
| iShares Russell 2000 Value ETF
IWN
| Small Value | 9.82% | −0.90% | 6.83% | 0.240% | 11.26 Bil | ||
| iShares Russell 1000 Value ETF
IWD
| Large Value | 12.56% | 4.93% | 8.62% | 0.190% | 55.38 Bil | ||
| iShares Morningstar Value ETF
ILCV
| Large Value | 17.80% | 7.98% | 9.83% | 0.040% | 921.87 Mil | ||
| iShares Morningstar Small-Cap Value ETF
ISCV
| Small Value | 9.22% | 1.61% | 7.29% | 0.060% | 396.20 Mil | ||
| iShares Morningstar Mid-Cap Value ETF
IMCV
| Mid-Cap Value | 12.60% | 4.99% | 8.49% | 0.060% | 589.30 Mil | ||
| iShares MSCI USA Value Factor ETF
VLUE
| Large Value | 13.16% | 2.26% | 7.83% | 0.150% | 6.87 Bil | ||
| iShares Focused Value Factor ETF
FOVL
| Mid-Cap Value | 17.07% | 6.05% | 7.32% | 0.250% | 18.01 Mil | ||
| iShares ESG Aware MSCI USA Value ETF
EVUS
| Large Value | — | 13.45% | — | — | 0.180% | 5.42 Mil | |
| iShares Core S&P US Value ETF
IUSV
| Large Value | 14.60% | 8.84% | 11.51% | 0.040% | 17.30 Bil | ||
| iShares Core High Dividend ETF
HDV
| Large Value | 11.38% | 7.43% | 6.60% | 0.080% | 10.22 Bil | ||
| iShares Core Dividend Growth ETF
DGRO
| Large Value | 14.82% | 6.69% | 11.04% | 0.080% | 27.28 Bil | ||
| iShares Core Dividend ETF
DIVB
| Large Value | 19.23% | 6.29% | 12.22% | 0.050% | 381.29 Mil | ||
| Xtrackers S&P ESG Div Arstcrts ETF
SNPD
| Mid-Cap Value | — | 4.20% | — | — | 0.150% | 5.08 Mil | |
| Xtrackers S&P 500 Value ESG ETF
SNPV
| Large Value | — | 14.46% | — | — | 0.150% | 5.93 Mil | |
| WisdomTree US Total Dividend ETF
DTD
| Large Value | 17.03% | 8.57% | 10.55% | 0.280% | 1.23 Bil | ||
| WisdomTree US SmallCap Qual Div Gr ETF
DGRS
| Small Value | 13.06% | 3.08% | 8.56% | 0.380% | 358.49 Mil | ||
| WisdomTree US SmallCap Earnings ETF
EES
| Small Value | 6.07% | −0.11% | 7.31% | 0.380% | 580.20 Mil | ||
| WisdomTree US SmallCap Dividend ETF
DES
| Small Value | 10.97% | 2.06% | 5.85% | 0.380% | 1.83 Bil |