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 | 13.72% | 0.80% | — | 0.200% | 70.18 Mil | ||
| iShares Select Dividend ETF
DVY
| Large Value | 12.49% | 4.82% | 7.89% | 0.380% | 18.16 Bil | ||
| iShares S&P Small-Cap 600 Value ETF
IJS
| Small Value | 5.82% | −0.96% | 7.19% | 0.180% | 6.46 Bil | ||
| iShares S&P Mid-Cap 400 Value ETF
IJJ
| Mid-Cap Value | 9.93% | 4.47% | 9.35% | 0.180% | 7.37 Bil | ||
| iShares S&P 500 Value ETF
IVE
| Large Value | 16.93% | 9.45% | 11.70% | 0.180% | 32.81 Bil | ||
| iShares Russell Top 200 Value ETF
IWX
| Large Value | 15.34% | 6.32% | 9.03% | 0.200% | 2.41 Bil | ||
| iShares Russell Mid-Cap Value ETF
IWS
| Mid-Cap Value | 13.66% | 3.42% | 8.28% | 0.230% | 14.20 Bil | ||
| iShares Russell 2000 Value ETF
IWN
| Small Value | 12.18% | −0.92% | 6.86% | 0.240% | 11.34 Bil | ||
| iShares Russell 1000 Value ETF
IWD
| Large Value | 14.77% | 5.36% | 8.83% | 0.190% | 55.71 Bil | ||
| iShares Morningstar Value ETF
ILCV
| Large Value | 19.34% | 8.32% | 9.98% | 0.040% | 923.59 Mil | ||
| iShares Morningstar Small-Cap Value ETF
ISCV
| Small Value | 11.59% | 1.76% | 7.29% | 0.060% | 400.03 Mil | ||
| iShares Morningstar Mid-Cap Value ETF
IMCV
| Mid-Cap Value | 15.11% | 5.49% | 8.66% | 0.060% | 593.86 Mil | ||
| iShares MSCI USA Value Factor ETF
VLUE
| Large Value | 14.56% | 2.37% | 7.92% | 0.150% | 6.90 Bil | ||
| iShares Focused Value Factor ETF
FOVL
| Mid-Cap Value | 18.91% | 6.13% | 7.24% | 0.250% | 18.08 Mil | ||
| iShares ESG Aware MSCI USA Value ETF
EVUS
| Large Value | — | 15.59% | — | — | 0.180% | 5.45 Mil | |
| iShares Core S&P US Value ETF
IUSV
| Large Value | 16.66% | 9.28% | 11.71% | 0.040% | 17.38 Bil | ||
| iShares Core High Dividend ETF
HDV
| Large Value | 13.55% | 7.99% | 6.83% | 0.080% | 10.24 Bil | ||
| iShares Core Dividend Growth ETF
DGRO
| Large Value | 16.67% | 7.14% | 11.22% | 0.080% | 27.33 Bil | ||
| iShares Core Dividend ETF
DIVB
| Large Value | 21.33% | 6.80% | 12.44% | 0.050% | 382.46 Mil | ||
| Xtrackers S&P ESG Div Arstcrts ETF
SNPD
| Mid-Cap Value | — | 6.63% | — | — | 0.150% | 5.13 Mil | |
| Xtrackers S&P 500 Value ESG ETF
SNPV
| Large Value | — | 16.45% | — | — | 0.150% | 5.96 Mil | |
| WisdomTree US Total Dividend ETF
DTD
| Large Value | 18.71% | 8.93% | 10.68% | 0.280% | 1.23 Bil | ||
| WisdomTree US SmallCap Qual Div Gr ETF
DGRS
| Small Value | 15.82% | 3.30% | 8.58% | 0.380% | 362.48 Mil | ||
| WisdomTree US SmallCap Earnings ETF
EES
| Small Value | 8.49% | 0.15% | 7.28% | 0.380% | 586.69 Mil | ||
| WisdomTree US SmallCap Dividend ETF
DES
| Small Value | 13.37% | 2.27% | 5.86% | 0.380% | 1.85 Bil |