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 v0.5.1. · Read the guide
All US Value funds
| Score | Ticker | Name | AUM |
|---|---|---|---|
| 95 | VOE | Vanguard Morningstar Mid-Cap Value ETF | $38.96B |
| 94 | SCHV | Schwab U.S. Large-Cap Value ETF | $15.67B |
| 93 | VTV | Vanguard Morningstar Value ETF | $262.30B |
| 93 | IUSV | iShares Core S&P U.S. Value ETF | $27.83B |
| 93 | SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $36.68B |
| 93 | VONV | Vanguard Russell 1000 Value Index Fund ETF Shares | $23.88B |
| 91 | MGV | Vanguard Morningstar Mega Cap Value ETF | $13.90B |
| 90 | VOOV | Vanguard S&P 500 Value Index Fund ETF Shares | $7.00B |
| 88 | AVLV | Avantis US Large Cap Value ETF | $21.57B |
| 87 | IVE | iShares S&P 500 Value ETF | $50.02B |
| 87 | IWD | iShares Russell 1000 Value ETF | $83.95B |
| 86 | DFUV | Dimensional US Marketwide Value ETF | $15.73B |
| 84 | DFLV | Dimensional US Large Cap Value ETF | $7.08B |
| 81 | PRF | Invesco RAFI US 1000 ETF | $10.04B |
| 79 | IWX | iShares Russell Top 200 Value ETF | $3.98B |
| 75 | JAVA | JPMorgan Active Value ETF | $7.06B |
| 72 | RPV | Invesco S&P 500 Pure Value ETF | $1.75B |
Compare within US Value
Run a side-by-side on any pair of US Value funds — holdings overlap, cost difference, score breakdown. Start with thecompare hubor jump directly to a fund page and use the picker.