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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
1.64
0.460
100
100
100
Passive
0.66
0.250
100
Passive
3.49
0.400
48
23
Passive
8.72
0.150
37
29
Passive
1.24
0.070
33
20
21
Passive
0.99
0.140
68
Active
4.39
0.480
17
52
48
Passive
5.24
0.550
95
Passive

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