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 | 11.11% | 1.87% | — | 0.200% | 68.68 Mil | ||
| iShares Select Dividend ETF
DVY
| Large Value | 10.62% | 5.18% | 7.56% | 0.380% | 18.01 Bil | ||
| iShares S&P Small-Cap 600 Value ETF
IJS
| Small Value | 4.21% | 0.15% | 7.12% | 0.180% | 6.32 Bil | ||
| iShares S&P Mid-Cap 400 Value ETF
IJJ
| Mid-Cap Value | 7.44% | 4.93% | 9.21% | 0.180% | 7.22 Bil | ||
| iShares S&P 500 Value ETF
IVE
| Large Value | 15.88% | 9.66% | 11.45% | 0.180% | 32.76 Bil | ||
| iShares Russell Top 200 Value ETF
IWX
| Large Value | 15.10% | 6.49% | 8.80% | 0.200% | 2.18 Bil | ||
| iShares Russell Mid-Cap Value ETF
IWS
| Mid-Cap Value | 11.31% | 3.62% | 7.98% | 0.230% | 12.46 Bil | ||
| iShares Russell 2000 Value ETF
IWN
| Small Value | 10.28% | 0.23% | 6.71% | 0.240% | 11.20 Bil | ||
| iShares Russell 1000 Value ETF
IWD
| Large Value | 13.76% | 5.55% | 8.58% | 0.190% | 55.59 Bil | ||
| iShares Morningstar Value ETF
ILCV
| Large Value | 19.71% | 8.71% | 9.90% | 0.040% | 929.89 Mil | ||
| iShares Morningstar Small-Cap Value ETF
ISCV
| Small Value | 9.26% | 2.69% | 7.15% | 0.060% | 391.73 Mil | ||
| iShares Morningstar Mid-Cap Value ETF
IMCV
| Mid-Cap Value | 12.49% | 5.82% | 8.28% | 0.060% | 588.46 Mil | ||
| iShares MSCI USA Value Factor ETF
VLUE
| Large Value | 14.42% | 3.26% | 7.88% | 0.150% | 6.86 Bil | ||
| iShares Focused Value Factor ETF
FOVL
| Mid-Cap Value | 15.25% | 7.04% | 6.78% | 0.250% | 17.79 Mil | ||
| iShares ESG Aware MSCI USA Value ETF
EVUS
| Large Value | — | 15.18% | — | — | 0.180% | 5.44 Mil | |
| iShares Core S&P US Value ETF
IUSV
| Large Value | 15.52% | 9.51% | 11.47% | 0.040% | 17.38 Bil | ||
| iShares Core High Dividend ETF
HDV
| Large Value | 12.51% | 7.72% | 6.49% | 0.080% | 10.17 Bil | ||
| iShares Core Dividend Growth ETF
DGRO
| Large Value | 16.74% | 7.08% | 11.08% | 0.080% | 27.40 Bil | ||
| iShares Core Dividend ETF
DIVB
| Large Value | 20.00% | 6.62% | 12.14% | 0.050% | 386.96 Mil | ||
| Xtrackers S&P ESG Div Arstcrts ETF
SNPD
| Mid-Cap Value | — | 6.07% | — | — | 0.150% | 5.09 Mil | |
| Xtrackers S&P 500 Value ESG ETF
SNPV
| Large Value | — | 15.53% | — | — | 0.150% | 5.94 Mil | |
| WisdomTree US Total Dividend ETF
DTD
| Large Value | 18.73% | 9.03% | 10.56% | 0.280% | 1.23 Bil | ||
| WisdomTree US SmallCap Qual Div Gr ETF
DGRS
| Small Value | 14.10% | 4.04% | 8.38% | 0.380% | 351.82 Mil | ||
| WisdomTree US SmallCap Earnings ETF
EES
| Small Value | 6.87% | 0.97% | 7.16% | 0.380% | 573.75 Mil | ||
| WisdomTree US SmallCap Dividend ETF
DES
| Small Value | 11.13% | 2.87% | 5.55% | 0.380% | 1.81 Bil |