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 Index Fund ETF Shares) | 4.07% | 17.00% | 16.49% | 11.29% | 12.08% | 11.86% | 8.92% | 13.43% | 9.33% |
| IVE (iShares S&P 500 Value ETF) | 0.58% | 13.68% | 15.16% | 10.67% | 11.51% | 11.21% | 8.24% | 14.04% | 7.42% |
| IWD (iShares Russell 1000 Value ETF) | 2.98% | 16.94% | 15.69% | 9.46% | 10.67% | 10.74% | 7.96% | 13.23% | 7.81% |
| DIA (SPDR Dow Jones Industrial Average ETF Trust) | -1.98% | 13.90% | 15.27% | 9.32% | 12.68% | 12.09% | 9.80% | 12.68% | 8.86% |
| DFLV (Dimensional ETF Trust – Dimensional US Large Cap Value ETF) | 4.27% | 18.86% | 16.49% | NA | NA | NA | NA | 13.67% | 13.78% |
| DFUV (Dimensional US Marketwide Value ETF) | 4.06% | 19.44% | 16.18% | NA | NA | NA | NA | 13.45% | 12.00% |
| CGCP (Capital Group Core Plus Income ETF) | 0.00% | 5.29% | 5.12% | NA | NA | NA | NA | 4.73% | 1.65% |
| CGDV (Capital Group Dividend Value ETF) | 0.66% | 23.36% | 23.81% | NA | NA | NA | NA | 22.74% | 17.21% |
| VIG (Vanguard Dividend Appreciation Index Fund ETF Shares) | -0.25% | 14.31% | 15.61% | 10.60% | 12.73% | 12.18% | NA | 13.32% | 9.88% |
| SDY (SPDR® S&P Dividend ETF) | 7.17% | 12.50% | 9.92% | 7.50% | 9.93% | 11.08% | 8.85% | 7.49% | 9.00% |
| VYM (Vanguard High Dividend Yield Index Fund ETF Shares) | 4.08% | 18.06% | 16.43% | 11.36% | 11.47% | 12.17% | NA | 13.09% | 9.07% |
| DVY (iShares Select Dividend ETF) | 7.09% | 16.66% | 13.92% | 9.69% | 10.30% | 11.55% | 8.25% | 10.86% | 8.84% |
| FVD (First Trust Value Line® Dividend Index Fund) | 4.14% | 9.38% | 9.53% | 7.26% | 8.88% | 10.48% | 9.26% | 7.69% | 9.33% |
Data as of 03/16/2026, Common starting date is 12/07/2022