Best Fit Value Funds
Value investors look for undervalued or beaten-down companies hoping to find stocks that are trading for less than they're actually worth. Oftentimes, such companies will also pay regular dividends.
All ranked ETFs meet our Best Fit criteria.
#1 SPDR S&P 600 Small Cap Value ETF (SLYV)
Asset Class: Equity
| Loading... | Previous Close: $91.58 |
| Performance (YTD): 19.20% | Avg. Volume: 11,364 |
| Fees: 0.25% | Market Cap: Loading... |
Benchmark: S&P Small-Cap 600 Value Index |
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#2 SPDR S&P 500 Value ETF (SPYV)
Asset Class: Equity
| Loading... | Previous Close: $85.20 |
| Performance (YTD): 19.17% | Avg. Volume: 7,623 |
| Fees: 0.20% | Market Cap: Loading... |
Benchmark: S&P 500 Value Index |
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#3 Schwab U.S. Large-Cap Value ETF (SCHV)
Asset Class: Equity
| Loading... | Previous Close: $37.68 |
| Performance (YTD): 19.03% | Avg. Volume: 102,251 |
| Fees: 0.07% | Market Cap: Loading... |
Benchmark: Dow Jones U.S. Large-Cap Value Total Stock Market Index |
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#4 iShares S&P SmallCap 600 Value Index Fund (IJS)
Asset Class: Equity
| Loading... | Previous Close: $95.45 |
| Performance (YTD): 18.29% | Avg. Volume: 104,323 |
| Fees: 0.25% | Market Cap: Loading... |
Benchmark: S&P SmallCap 600/Citigroup Value Total Return Index |
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#5 iShares Morningstar Mid Value Index Fund (JKI)
Asset Class: Equity
| Loading... | Previous Close: $100.98 |
| Performance (YTD): 23.16% | Avg. Volume: 3,735 |
| Fees: 0.30% | Market Cap: Loading... |
Benchmark: Morningstar Mid Value Total Return Index |
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#6 iShares Russell 3000 Value Index Fund (IWW)
Asset Class: Equity
| Loading... | Previous Close: $112.75 |
| Performance (YTD): 18.72% | Avg. Volume: 9,957 |
| Fees: 0.26% | Market Cap: Loading... |
Benchmark: Russell 3000 Value Index |
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#7 iShares S&P MidCap 400 Value Index Fund (IJJ)
Asset Class: Equity
| Loading... | Previous Close: $105.16 |
| Performance (YTD): 19.68% | Avg. Volume: 143,207 |
| Fees: 0.28% | Market Cap: Loading... |
Benchmark: S&P MidCap 400/Citigroup Value Total Return Index |
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#8 Vanguard Russell 1000 Value ETF (VONV)
Asset Class: Equity
| Loading... | Previous Close: — |
| Performance (YTD): 19.38% | Avg. Volume: 41,309 |
| Fees: 0.15% | Market Cap: Loading... |
Benchmark: Russell 1000 Value Index |
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#9 iShares Morningstar Large Value Index Fund (JKF)
Asset Class: Equity
| Loading... | Previous Close: $75.18 |
| Performance (YTD): 17.27% | Avg. Volume: 7,153 |
| Fees: 0.25% | Market Cap: Loading... |
Benchmark: Morningstar Large Value Total Return Index |
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#10 iShares Russell Midcap Value Index Fund (IWS)
Asset Class: Equity
| Loading... | Previous Close: $60.47 |
| Performance (YTD): 20.84% | Avg. Volume: 667,032 |
| Fees: 0.27% | Market Cap: Loading... |
Benchmark: Russell Midcap Value Index |
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