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.
17 funds in the catalog. Scored using methodology v0.5.2. · Read the guide
All US Value funds
| Score | Ticker | Name | AUM |
|---|---|---|---|
| 95 | VOE | Vanguard Morningstar Mid-Cap Value ETF | $36.74B† |
| 94 | SCHV | Schwab U.S. Large-Cap Value ETF | $15.09B |
| 93 | VTV | Vanguard Morningstar Value ETF | $251.72B† |
| 93 | IUSV | iShares Core S&P U.S. Value ETF | $27.08B |
| 93 | SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $35.62B |
| 93 | VONV | Vanguard Russell 1000 Value Index Fund ETF Shares | $23.29B† |
| 92 | MGV | Vanguard Morningstar Mega Cap Value ETF | $13.60B† |
| 90 | VOOV | Vanguard S&P 500 Value Index Fund ETF Shares | $6.77B† |
| 88 | AVLV | Avantis US Large Cap Value ETF | $21.31B |
| 87 | IVE | iShares S&P 500 Value ETF | $48.20B |
| 87 | IWD | iShares Russell 1000 Value ETF | $80.96B |
| 86 | DFUV | Dimensional US Marketwide Value ETF | $15.12B |
| 84 | DFLV | Dimensional US Large Cap Value ETF | $6.93B |
| 81 | PRF | Invesco RAFI US 1000 ETF | $9.79B |
| 79 | IWX | iShares Russell Top 200 Value ETF | $3.67B |
| 75 | JAVA | JPMorgan Active Value ETF | $7.02B |
| 73 | RPV | Invesco S&P 500 Pure Value ETF | $1.65B |
† Whole fund: this ETF is one share class of a fund that also sells mutual-fund shares, and the figure covers all of them. Our sources don't report the ETF class on its own.
Compare within US Value
The closest-held pairs in this category, by holdings overlap. Each side-by-side breaks down shared positions, cost difference, and the full score breakdown.
- IVE vs SPYV 99.8% overlap
- SPYV vs VOOV 94.6% overlap
- IVE vs VOOV 94.6% overlap
- IUSV vs IVE 94.1% overlap
- IUSV vs SPYV 94.1% overlap
- IUSV vs VOOV 91.4% overlap
- IWD vs VONV 77.4% overlap
- SCHV vs VONV 75.5% overlap
Every other pairing is on the compare hub.