Category
US Value
US stocks selected for value characteristics — low P/B, low P/E, high book-to-market. Vehicle for the "value factor" tilt. Tends to be high-dividend, which lowers tax efficiency in a taxable account.
14 funds in the catalog. Scored using methodology v0.3.0.
All US Value funds
| Score | Ticker | Name | AUM |
|---|---|---|---|
| 95 | VTV | Vanguard Value Index Fund ETF Shares | $237.83B |
| 94 | IUSV | iShares Core S&P U.S. Value ETF | $25.64B |
| 94 | SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $33.66B |
| 94 | SCHV | Schwab U.S. Large-Cap Value ETF | $15.17B |
| 94 | VOE | Vanguard Mid-Cap Value Index Fund ETF Shares | $36.67B |
| 94 | MGV | Vanguard Mega Cap Value Index Fund | $12.14B |
| 93 | VONV | Vanguard Russell 1000 Value Index Fund ETF Shares | $20.39B |
| 91 | VOOV | Vanguard S&P 500 Value Index Fund ETF Shares | $6.54B |
| 88 | IVE | iShares S&P 500 Value ETF | $49.37B |
| 88 | IWD | iShares Russell 1000 Value ETF | $74.26B |
| 84 | DFLV | Dimensional US Large Cap Value ETF | $5.89B |
| 81 | IWX | iShares Russell Top 200 Value ETF | $3.40B |
| 80 | PRF | Invesco RAFI US 1000 ETF | $9.53B |
| 70 | RPV | Invesco S&P 500 Pure Value ETF | $1.81B |
Compare within US Value
Run a side-by-side on any pair of US Value funds — holdings overlap, cost difference, score breakdown. Start with the compare hub or jump directly to a fund page and use the picker.