This asset class owns established U.S. large-cap companies trading at discounted valuations or offering above-average dividends. Value-oriented indexes favor financially resilient businesses in sectors such as financials, industrials, and healthcare that generate steady cash flows and income.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTV (Vanguard Value ETF) | 4.07% | 17.01% | 16.49% | 11.29% | 12.08% | 11.86% | 8.92% | … | … |
| IVE (iShares S&P 500 Value ETF) | 0.58% | 13.68% | 15.15% | 10.67% | 11.51% | 11.21% | 8.24% | … | … |
| IWD (iShares Russell 1000 Value ETF) | 2.98% | 16.93% | 15.68% | 9.45% | 10.66% | 10.73% | 7.96% | … | … |
| DIA (SPDR Dow Jones Industrial Average ETF Trust) | -1.98% | 13.91% | 15.27% | 9.32% | 12.68% | 12.09% | 9.80% | … | … |
| DFLV (Dimensional US Large Cap Value ETF) | 4.27% | 18.86% | 16.49% | NA | NA | NA | NA | … | … |
| DFUV (Dimensional US Marketwide Value ETF) | 4.06% | 19.44% | 16.18% | NA | NA | NA | NA | … | … |
| CGCP (Capital Group Core Plus Income ETF) | 0.00% | 5.29% | 5.12% | NA | NA | NA | NA | … | … |
| CGDV (Capital Group Dividend Value ETF) | 0.66% | 23.36% | 23.81% | NA | NA | NA | NA | … | … |
| VIG (Vanguard Dividend Appreciation ETF) | -0.25% | 14.32% | 15.62% | 10.61% | 12.74% | 12.18% | NA | … | … |
| SDY (SPDR S&P Dividend ETF) | 7.17% | 12.52% | 9.92% | 7.49% | 9.92% | 11.07% | 8.84% | … | … |
| VYM (Vanguard High Dividend Yield Index ETF) | 4.08% | 18.06% | 16.43% | 11.37% | 11.47% | 12.17% | NA | … | … |
| DVY (iShares Select Dividend ETF) | 7.09% | 16.65% | 13.90% | 9.68% | 10.29% | 11.54% | 8.24% | … | … |
| FVD (First Trust Value Line Dividend Index Fund) | 4.14% | 9.39% | 9.53% | 7.26% | 8.89% | 10.49% | 9.27% | … | … |
Data as of 03/16/2026, Common starting date is 12/07/2022
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