Skip to Content

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).

Subscribe to Morningstar Investor to get the full picture of an ETF's potential. You'll get unlimited access to all our trusted ratings and key metrics on thousands of ETFs, plus independent commentary and pre-built screens from our seasoned fund analysts.
Name
Ticker
Morningstar Category
Fund Size
Adjusted Expense Ratio
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Management Style
Vanguard Mid-Cap Value ETFVOEMid-Cap Value27.86 Bil0.070%575235Passive
Pacer US Cash Cows 100 ETFCOWZMid-Cap Value23.09 Bil0.490%31Passive
SPDR® S&P Dividend ETFSDYMid-Cap Value20.61 Bil0.350%677213Passive
iShares Russell Mid-Cap Value ETFIWSMid-Cap Value12.85 Bil0.230%705951Passive
iShares S&P Mid-Cap 400 Value ETFIJJMid-Cap Value7.65 Bil0.180%644634Passive
WisdomTree US MidCap Dividend ETFDONMid-Cap Value3.60 Bil0.380%246120Passive
SPDR® S&P 400 Mid Cap Value ETFMDYVMid-Cap Value2.51 Bil0.150%614431Passive
Cambria Shareholder Yield ETFSYLDMid-Cap Value1.22 Bil0.590%5211Active
Invesco High Yield Eq Div Achiev™ ETFPEYMid-Cap Value1.20 Bil0.520%839415Passive
Vanguard S&P Mid-Cap 400 Value ETFIVOVMid-Cap Value947.65 Mil0.150%634432Passive
SPDR® Russell 1000® Yield Focus ETFONEYMid-Cap Value801.37 Mil0.200%2416Passive
WisdomTree U.S. MidCap Earnings ETFEZMMid-Cap Value796.14 Mil0.380%514229Passive
Invesco S&P MidCap 400 Revenue ETFRWKMid-Cap Value775.03 Mil0.390%544Passive
Vanguard US Value Factor ETFVFVAMid-Cap Value701.92 Mil0.130%2016Active
SPDR® Russell 1000 Low Vol Foc ETFONEVMid-Cap Value642.86 Mil0.200%2830Passive
Global X SuperDividend™ US ETFDIVMid-Cap Value621.08 Mil0.450%90100100Passive
iShares Morningstar Mid-Cap Value ETFIMCVMid-Cap Value612.90 Mil0.060%435435Passive
Vident U.S. Equity Strategy ETFVUSEMid-Cap Value568.22 Mil0.500%101017Passive
JPMorgan Diversified Return US Eq ETFJPUSMid-Cap Value436.76 Mil0.180%2136Passive
WisdomTree US Al Enhanced Val ETFAIVLMid-Cap Value383.87 Mil0.380%779279Active
Alpha Architect US Quantitative Val ETFQVALMid-Cap Value348.06 Mil0.290%522Active
Nuveen ESG Mid-Cap Value ETFNUMVMid-Cap Value341.20 Mil0.310%8683Passive
Global X Adaptive US Factor ETFAUSFMid-Cap Value260.48 Mil0.270%29Passive
Timothy Plan High Dividend Stock ETFTPHDMid-Cap Value224.15 Mil0.520%1340Passive
First Trust Mid Cap Value AlphaDEX® ETFFNKMid-Cap Value221.68 Mil0.700%243172Passive
Nbg Bm Small-Mid Cap ETFNBSMMid-Cap Value176.38 Mil0.740%Active
Gotham 1000 Value ETFGVLUMid-Cap Value166.31 Mil0.500%Active
First Trust Multi Cap Val AlphaDEX® ETFFABMid-Cap Value153.79 Mil0.640%473765Passive
LeaderShares® AlphaFctr® Tctcl Fcsd ETFLSATMid-Cap Value145.41 Mil0.990%57Active
FT Cboe Vest SMID Ris Div Ach Trg IncETFSDVDMid-Cap Value108.83 Mil0.850%Active
Timothy Plan High Dividend Stock Enh ETFTPHEMid-Cap Value69.71 Mil0.550%Passive
WBI Power Factor® High Dividend ETFWBIYMid-Cap Value61.92 Mil1.000%3562Passive
First Trust Dorsey Wright Momt & Div ETFDDIVMid-Cap Value52.20 Mil0.600%535549Passive
The Acquirers ETFZIGMid-Cap Value46.86 Mil0.840%157Active
The Hoya Capital Housing ETFHOMZMid-Cap Value42.15 Mil0.300%5913Passive
Cultivar ETFCVARMid-Cap Value31.30 Mil0.870%Active
First Trust Dorsey Wright Momt & Val ETFDVLUMid-Cap Value28.96 Mil0.600%1123Passive
Sound Equity Dividend Income ETFDIVYMid-Cap Value28.34 Mil0.450%61Active
Avantis U.S. Mid Cap Value ETFAVMVMid-Cap Value24.25 Mil0.200%Active
iShares Focused Value Factor ETFFOVLMid-Cap Value18.40 Mil0.250%5184Passive
Virtus Real Asset Income ETFVRAIMid-Cap Value16.72 Mil0.550%93100Passive
ProShares Russell US Dividend Grwr ETFTMDVMid-Cap Value7.59 Mil0.350%91Passive
Xtrackers S&P ESG Div Arstcrts ETFSNPDMid-Cap Value5.28 Mil0.150%Passive
Lyrical US VALUE ETFUSVTMid-Cap Value4.85 Mil0.490%Passive
Roundhill S&P Dividend Monarchs ETFKNGSMid-Cap Value3.08 Mil0.350%Passive
Global X U.S. Cash Flow Kings 100 ETFFLOWMid-Cap Value3.02 Mil0.250%Passive
Invesco S&P 500 Hi Div Grwrs ETFDIVGMid-Cap Value2.88 Mil0.390%Passive

Sponsor Center