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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
8.33
0.590
16
21
23
Active
5.47
0.460
98
99
100
Passive
0.94
0.250
100
Passive
2.41
0.240
38
37
33
Passive
9.51
0.250
66
58
44
Passive
9.52
0.400
52
31
Passive
2.53
0.290
51
Passive
7.94
0.290
29
18
Passive
3.63
0.150
65
55
41
Passive
4.26
0.070
34
26
27
Passive
0.82
0.140
72
Active
9.32
0.480
31
46
58
Passive
5.27
0.550
87
Passive
8.30
0.380
89
62
31
Passive

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