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 | 9.01% | 0.70% | — | 0.200% | 68.15 Mil | ||
| iShares Select Dividend ETF
DVY
| Large Value | 9.28% | 5.31% | 8.05% | 0.380% | 17.86 Bil | ||
| iShares S&P Small-Cap 600 Value ETF
IJS
| Small Value | 3.76% | −0.47% | 7.40% | 0.180% | 6.43 Bil | ||
| iShares S&P Mid-Cap 400 Value ETF
IJJ
| Mid-Cap Value | 8.76% | 5.22% | 9.62% | 0.180% | 7.32 Bil | ||
| iShares S&P 500 Value ETF
IVE
| Large Value | 15.83% | 10.37% | 11.97% | 0.180% | 32.44 Bil | ||
| iShares Russell Top 200 Value ETF
IWX
| Large Value | 13.59% | 7.10% | 9.25% | 0.200% | 2.16 Bil | ||
| iShares Russell Mid-Cap Value ETF
IWS
| Mid-Cap Value | 13.44% | 4.54% | 8.58% | 0.230% | 12.46 Bil | ||
| iShares Russell 2000 Value ETF
IWN
| Small Value | 9.03% | −0.56% | 6.76% | 0.240% | 11.11 Bil | ||
| iShares Russell 1000 Value ETF
IWD
| Large Value | 13.62% | 6.26% | 9.08% | 0.190% | 54.80 Bil | ||
| iShares Morningstar Value ETF
ILCV
| Large Value | 17.84% | 9.25% | 10.20% | 0.040% | 920.74 Mil | ||
| iShares Morningstar Small-Cap Value ETF
ISCV
| Small Value | 9.68% | 2.25% | 7.41% | 0.060% | 396.07 Mil | ||
| iShares Morningstar Mid-Cap Value ETF
IMCV
| Mid-Cap Value | 14.35% | 6.41% | 9.00% | 0.060% | 592.09 Mil | ||
| iShares MSCI USA Value Factor ETF
VLUE
| Large Value | 11.97% | 3.02% | 8.29% | 0.150% | 6.87 Bil | ||
| iShares Focused Value Factor ETF
FOVL
| Mid-Cap Value | 17.10% | 6.77% | 7.31% | 0.250% | 17.73 Mil | ||
| iShares ESG Aware MSCI USA Value ETF
EVUS
| Large Value | — | 14.54% | — | — | 0.180% | 5.45 Mil | |
| iShares Core S&P US Value ETF
IUSV
| Large Value | 15.55% | 10.18% | 11.98% | 0.040% | 17.20 Bil | ||
| iShares Core High Dividend ETF
HDV
| Large Value | 9.65% | 8.13% | 6.65% | 0.080% | 10.03 Bil | ||
| iShares Core Dividend Growth ETF
DGRO
| Large Value | 15.30% | 8.18% | 11.42% | 0.080% | 27.16 Bil | ||
| iShares Core Dividend ETF
DIVB
| Large Value | 19.56% | 7.91% | 12.74% | 0.050% | 366.30 Mil | ||
| Xtrackers S&P ESG Div Arstcrts ETF
SNPD
| Mid-Cap Value | — | 6.04% | — | — | 0.150% | 5.20 Mil | |
| Xtrackers S&P 500 Value ESG ETF
SNPV
| Large Value | — | 15.43% | — | — | 0.150% | 5.98 Mil | |
| WisdomTree US Total Dividend ETF
DTD
| Large Value | 17.58% | 9.91% | 10.87% | 0.280% | 1.23 Bil | ||
| WisdomTree US SmallCap Qual Div Gr ETF
DGRS
| Small Value | 14.13% | 3.98% | 8.95% | 0.380% | 360.15 Mil | ||
| WisdomTree US SmallCap Earnings ETF
EES
| Small Value | 6.46% | 0.59% | 7.44% | 0.380% | 581.56 Mil | ||
| WisdomTree US SmallCap Dividend ETF
DES
| Small Value | 9.93% | 2.44% | 5.73% | 0.380% | 1.83 Bil |