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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
7.67
0.450
88
100
100
Passive
5.54
0.250
36
Passive
8.45
0.400
62
46
Passive
4.68
0.150
33
32
20
Passive
1.23
0.300
7
Passive
9.27
0.070
72
56
44
Passive
0.12
0.480
25
48
34
Passive
2.16
0.550
88
Passive

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