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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
9.80
0.290
22
13
Passive
8.12
0.490
Passive
4.18
0.450
89
100
100
Passive
5.30
0.250
12
Passive
9.29
0.120
67
28
Passive
1.54
0.400
54
38
Passive
1.51
0.150
38
32
12
Passive
8.38
0.300
23
Passive
9.69
0.070
72
52
49
Passive
8.61
0.480
20
48
25
Passive
5.14
0.550
93
Passive

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