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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
0.60
0.290
46
29
Passive
2.36
0.490
63
Passive
5.44
0.450
10
100
100
Passive
4.27
0.120
10
47
Passive
9.51
0.490
Passive
9.43
0.300
45
51
34
Passive
5.03
0.150
42
18
14
Passive
9.91
0.300
97
7
Passive
8.39
0.070
27
43
33
Passive
4.17
0.130
13
14
Active
0.66
0.500
60
26
33
Passive
3.26
0.550
2
97
Passive

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