This asset class highlights mid-sized firms trading at attractive valuations relative to fundamentals, often with solid cash flows and shareholder returns. Value methodologies emphasize sectors such as financials, industrials, and consumer cyclicals that may be overlooked in momentum-driven markets.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IJJ (iShares S&P Mid-Cap 400 Value ETF) | 10.14% | 14.96% | 15.19% | 6.78% | 9.89% | 10.69% | 8.13% | 8.39% | 9.47% |
| IWS (iShares Russell Mid-Cap Value ETF) | 20.65% | 24.80% | 19.66% | 8.44% | 10.53% | 11.55% | 8.76% | 9.02% | 9.81% |
| VOE (Vanguard Mid-Cap Value Index Fund ETF Shares) | 18.41% | 22.94% | 19.02% | 9.12% | 10.98% | 12.00% | 9.19% | 9.48% | 9.50% |
Data as of 11/06/2026, Common starting date is 08/24/2006