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Mid-Cap Value ETFs

Mid-value funds invest in stocks of medium-sized companies that are less expensive or growing more slowly than other mid-cap stocks. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $8 billion and represents 20% of the total capitalization of the U.S. equity market. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).

Name
Ticker
Premium
Price/Fair Value
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
8.54
0.290
28
12
Passive
8.61
0.490
Passive
7.80
0.450
87
100
100
Passive
1.61
0.120
75
35
Passive
7.44
0.490
Passive
7.74
0.300
59
29
Passive
6.11
0.150
33
33
9
Passive
1.78
0.300
78
Passive
0.55
0.070
76
42
43
Passive
0.33
0.480
29
53
25
Passive
8.28
0.550
74
Passive

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