First Trust Mid Cap Value AlphaDEX ETF (FNK) offers exposure to mid-cap value stocks with a Zacks ETF Rank of 2 (Buy). The fund has returned 12.72% year-to-date and 14.71% over the past year, but carries a relatively high expense ratio of 0.74%. Competitors like iShares Russell Mid-Cap Value ETF (IWS) and Vanguard Morningstar Mid-Cap Value ETF (VOE) offer significantly lower expense ratios of 0.23% and 0.05% respectively.
IWSETF
iShares Russell Mid-Cap Value ETF · NYSE ARCA
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9 latestThe iShares Russell Mid-Cap Value ETF (IWS) is highlighted as a strong option for investors seeking mid-cap value exposure. With $15.56 billion in assets, a low 0.23% expense ratio, and a Zacks ETF Rank of 1 (Strong Buy), the fund has delivered 19.84% returns year-to-date and 21.74% over the past year. The ETF holds 723 diversified holdings with heavy exposure to Financials, Industrials, and Healthcare sectors.
The Invesco S&P MidCap 400 Pure Value ETF (RFV) is reviewed as a reasonable option for mid-cap value exposure with a Hold rating. The ETF has returned 14.52% year-to-date and 15.9% over one year, but carries higher risk with a beta of 1.06 and 20% standard deviation. Competitors like iShares Russell Mid-Cap Value ETF (IWS) and Vanguard Morningstar Mid-Cap Value ETF (VOE) offer lower expense ratios.
SDVY, a passively managed ETF focused on mid-cap value stocks with rising dividends, has $10.88 billion in assets and a Zacks ETF Rank of 2 (Buy). With a 0.58% expense ratio and 7.48% YTD return, it offers diversified exposure to 173 holdings primarily in Financials. However, its expense ratio is higher than comparable alternatives like IWS (0.23%) and VOE (0.05%).
The WisdomTree U.S. MidCap Dividend ETF (DON) is a smart beta ETF offering exposure to mid-cap dividend-paying stocks with a 0.38% expense ratio and 2.41% dividend yield. With $3.77 billion in assets and 295 holdings, it has delivered 6.93% returns year-to-date with medium risk (beta 0.86). However, cheaper alternatives like Vanguard's VOE (0.05% expense ratio) and iShares' IWS (0.23% expense ratio) offer lower-cost options for similar market exposure.
XMVM, a mid-cap value ETF launched in 2005, offers exposure to the mid-cap value segment with $496.35 million in assets and a 0.39% expense ratio. The fund has gained 11.3% year-to-date and 16.47% over the past year, with a Zacks ETF Rank of 2 (Buy). However, larger competitors like IWS and VOE offer significantly more assets and lower expense ratios.
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The iShares Morningstar Mid-Cap Value ETF (IMCV) offers broad exposure to mid-cap value stocks with a low expense ratio of 0.06% and $1.20 billion in assets. The ETF has gained 19.88% year-to-date and 23.64% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds 273 stocks across various sectors, with Financials being the largest allocation at 18.5%.
The Invesco S&P MidCap 400 Revenue ETF (RWK) is reviewed as a reasonable mid-cap value investment option with $1.28 billion in assets and a 0.39% expense ratio. The ETF has gained 12.89% year-to-date and 14.9% over the past year, with medium risk profile. However, it carries a Zacks ETF Rank of 3 (Hold) and faces competition from larger, lower-cost alternatives like Vanguard's mid-cap value ETF.
IVOV, a passively managed ETF tracking mid-cap value stocks, offers broad exposure to the mid-cap value segment with low expenses (0.1%) and 303 holdings. The fund has gained 7.95% year-to-date and 7.63% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds a beta of 0.98 and is positioned as a solid long-term investment option for those seeking mid-cap value exposure.
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