Illustration showing a scale balancing Growth and Value investing, symbolizing steady, secure, long-term investment balance.

Top 10 Value ETFs to Buy
in 2026

Q: What is a value ETF?

What: a fund that owns stocks considered inexpensive relative to fundamentals. How: it tracks a value index or rules that favor low P/E, low P/B, low P/CF, or higher dividend yield. Why: it adds a simple value tilt without stock picking.

Q: How is a value ETF different from a growth ETF?

What: value targets cheaper valuations while growth targets faster expansion. How: value uses metrics like P/E and P/B, growth uses revenue and EPS trends. Why: styles lead at different times, so combining them can smooth returns.

Q: What is price to earnings and why does it matter?

What: a ratio of share price to earnings per share. How: divide price by EPS, often using forward EPS. Why: a lower P/E can indicate cheaper pricing for each dollar of earnings.

Q: What is price to book?

What: a valuation ratio comparing market price to book value. How: divide price per share by book value per share. Why: low P/B is common in deep value screens.

Q: What is price to cash flow?

What: valuation based on operating cash flow. How: divide price by cash flow per share. Why: cash flow can be more stable and helps identify durable value.

Q: What is a smart beta value ETF?

What: a rules based value fund that may also tilt to quality or profitability. How: the index overweights stocks with value traits and strong balance sheets. Why: mixing value with quality can avoid some value traps.

Q: What is an expense ratio and why does it matter?

What: the annual management fee. How: shown as a percent of assets and deducted automatically. Why: lower expense ratios in index ETFs can improve long term performance.

Q: What is tracking error?

What: the difference between ETF and index returns. How: compare the fund’s performance to its benchmark over time. Why: lower tracking error means the ETF closely follows the intended value index.

Q: What is sector concentration risk in value ETFs?

What: heavy weights in sectors like financials, energy, or industrials. How: review sector allocations and top holdings. Why: concentration can increase downside risk when those sectors lag.

Q: What are the risks of value ETFs?

What: value can underperform for long periods and may include companies with real challenges. How: monitor earnings trends, leverage, and quality metrics. Why: knowing the risks helps you size the value tilt and pair it with broad market exposure.

Risk level: 🟡 Moderate — These ETFs focus on diversified, undervalued equities with potential for long-term returns and generally lower volatility than growth strategies, though they can underperform during prolonged growth rallies.

At a Glance

Data source: issuer pages verified against third-party databases (AUM, fees, index methodology)
Ranking method: AUM-first, then expense ratio and liquidity, with style purity checks for true “value” exposure
Risk lens: Core anchors for stability, Balanced for factor/active enhancements, High-Risk for size or international diversification

Find Reliable, Cost-Effective Exposure to Undervalued Companies. For a full overview of all thematic strategies we track, visit our Top 10 Rankings hub.

Jump to: How to Use · FAQ

Why Value ETFs Belong in Every Investor’s Portfolio

Value investing has stood the test of time. By focusing on companies trading below their intrinsic worth, value ETFs aim to capture long-term upside while limiting downside risk. These funds bundle dozens or even hundreds of undervalued stocks, helping investors benefit from market inefficiencies without picking individual names. Investors tend to chase last year’s winners, which leaves value under-owned after long growth runs. Value ETFs can help rebalance that bias by focusing on companies priced below their fundamentals, even if momentum headlines say otherwise. For methodology details and definitions, see the fund issuer pages and independent databases such as ETF-focused research sites. If you want to contrast with more aggressive styles, check out our Top 10 Growth ETFs or see how dividend strategies perform in our Top 10 Dividend ETFs. Value ETFs can also serve as a stabilizing anchor next to more speculative allocations like those in Top 10 Altcoins or Top 10 DeFi Tokens.

The Top 10 Value ETFs for 2026

Updated: November 11, 2025

Core (Top 4)

VTV
IWD
IVE
IUSV

Balanced (3)

CGDV
FNDX
COWZ

High-risk (3)

VBR
VOE
DFIV

Color labels indicate investor fit: Core = steady, broad-market value exposure for long-term stability, Balanced = blend of traditional value and factor-based or active tilts for moderate growth potential, High-Risk = smaller-cap or international value positions with higher volatility and return potential. This list features value-focused ETFs selected for their strong fundamentals, low fees, and consistent long-term performance. For simplicity and consistency, entries are ranked by assets under management (AUM) at the time of publication. We strongly encourage readers to conduct their own research before making any investment decisions and consult with a qualified professional.

1. Vanguard Value ETF (VTV)

VTV gives broad, low-cost exposure to U.S. large-cap value companies by tracking the CRSP U.S. Large Cap Value Index. It targets established firms that trade at lower valuations relative to fundamentals. With $150.77B AUM and deep liquidity, it is the default building block for investors who want value exposure without stock-picking.

VTV sits at the top of the value category for size and cost efficiency. The expense ratio is 0.04%, and the fund holds 316 stocks using market-cap weighting. Top positions include JPMorgan Chase (3.60%), Berkshire Hathaway Class B (3.35%), Exxon Mobil (2.06%), and Walmart (1.94%). Sector mix is led by Finance (27.0%), followed by Health Technology (11.1%) and Electronic Technology (9.9%).

VTV combines breadth, low fees, and consistent value exposure, which makes it a reliable core holding when investors want valuation discipline. Periods of style rotation tend to reward diversified value baskets like this, especially when sentiment favors profitability and cash flow over high growth narratives. The fund’s scale also helps minimize trading costs for long-term holders.

Growth Catalyst: A shift from expensive growth toward profitable, cash-generating large caps would direct fresh flows into broad value funds that mirror VTV’s index.

Stat Nugget: 1-Year Return 6.71%, 3-Year Return 13.80%, 5-Year Return 14.60%, Dividend Yield (TTM) 2.07%, Beta 0.80, Perf YTD 11.35%.

If you want a dividend-tilted complement, compare our Top 10 Dividend ETFs list for income-first options

Metric	Value
Price	$188.52
YTD Return	+11.35%
Expense Ratio	0.04%
Issuer	Vanguard
Index Tracked	CRSP U.S. Large Cap Value
AUM	$150.77B
Dividend Yield	2.07%
Structure	Open-end ETF

We ranked by AUM first, then filtered for expense ratio, style purity versus a published value index, and liquidity. VTV is #1 by assets in the value space, meets the low-fee threshold, and maintains consistent large-cap value exposure. It is categorized in the Core bucket for stability and broad market coverage.

Use VTV as the core layer of your value allocation. Its broad reach and minimal fees make it an enduring long-term position for investors seeking steady appreciation and dividends.

Price: $188.52

YTD Return: +11.35%

Expense Ratio: 0.04%

2. iShares Russell 1000 Value ETF (IWD)

IWD tracks the Russell 1000 Value Index, which represents large- and mid-cap U.S. companies considered undervalued based on metrics such as price-to-book and price-to-earnings ratios. With $66.19 billion AUM, it offers one of the most comprehensive ways to capture the value factor across the broader market. The fund was launched in 2000 and remains a pillar among institutional and retail investors seeking diversified value exposure.

Managed by BlackRock (iShares), IWD charges a 0.18 % expense ratio and holds 878 stocks using a market-cap weighting methodology. Top positions include Berkshire Hathaway B (3.11 %), JPMorgan Chase (2.99 %), Amazon (2.23 %), and Alphabet Class A and C (2.03 % and 1.66 %). Its sector allocation leans toward Finance (24.9 %), Electronic Technology (10.3 %), and Technology Services (9.8 %), balancing cyclical and defensive industries in one large-cap package.

IWD combines broad diversification with robust performance, making it an essential complement to Vanguard’s value lineup. Its long history and deep liquidity make it ideal for investors who want immediate exposure to value-oriented equities without sacrificing tradability.

Growth Catalyst: A continued rise in corporate earnings and resilient U.S. economic data could sustain investor rotation toward profitable, undervalued firms tracked by the Russell 1000 Value Index.

Metric	Value
Price	$207.25
YTD Return	+11.95%
Expense Ratio	0.18%
Issuer	BlackRock (iShares)
Index Tracked	Russell 1000 Value Index
AUM	$66.19B
Dividend Yield	1.70%
Structure	Open-end ETF

IWD earned its place by ranking among the largest and most liquid U.S. value ETFs. Screening considered AUM, fee structure, index purity, and trade volume. It fits in the Core bucket due to its scale, multi-sector reach, and strong tracking consistency relative to its benchmark.

IWD works as a stable foundation for investors seeking diversified, large-cap value exposure through a single instrument backed by the scale and liquidity of BlackRock.

Price: $207.25

YTD Return: +11.95%

Expense Ratio: 0.18%

3. iShares S&P 500 Value ETF (IVE)

IVE offers investors large-cap U.S. value exposure through the S&P 500 Value Index, selecting companies from the S&P 500 that exhibit lower price-to-book ratios and higher dividend yields. With $42.71 billion AUM, the fund provides an efficient way to hold the value half of the S&P 500. It’s one of the longest-running value ETFs, launched in 2000, and continues to serve as a simple, benchmark-anchored approach to value investing.

Managed by BlackRock (iShares), IVE maintains a 0.18 % expense ratio and currently holds 402 stocks. The top holdings, Apple (8.23 %), Microsoft (6.88 %), Amazon (3.86 %), Exxon Mobil (1.92 %), and Berkshire Hathaway B (1.77 %), reveal its large-cap focus, while sector weights show a balance between Electronic Technology (19.9 %), Finance (18 %), and Health Technology (10.4 %). Despite including tech heavyweights, its weighting tilts toward mature, profitable firms that meet value criteria within the S&P 500 framework.

IVE blends simplicity and familiarity, investors can hold the same benchmark they know, filtered through a value lens. Its liquidity and scale make it a practical tool for large-cap portfolios that want to temper growth exposure without sacrificing diversification.

Growth Catalyst: Renewed strength in established mega-caps trading at reasonable valuations could enhance the S&P 500 Value Index’s relative returns if the market broadens beyond a few high-growth names.

For readers comparing large-cap styles, see our page Top 10 Growth ETFs to understand how value and growth factors balance each other.

Metric	Value
Price	$211.21
YTD Return	+10.65%
Expense Ratio	0.18%
Issuer	BlackRock (iShares)
Index Tracked	S&P 500 Value Index
AUM	$42.71B
Dividend Yield	1.65%
Structure	Open-end ETF

IVE secured its spot based on AUM ranking, low fees, and consistent adherence to the S&P methodology. It’s among the most transparent and liquid value ETFs, qualifying as a Core bucket pick for investors prioritizing simplicity, familiarity, and scale within the U.S. equity market.

IVE serves as a low-cost, long-term anchor for investors who want value exposure while staying close to the market’s primary benchmark, the S&P 500.

Price: $211.21

YTD Return: +10.65%

Expense Ratio: 0.18%

4. Vanguard Small-Cap Value ETF (VBR)

VBR focuses on the small-cap segment of the U.S. equity market, tracking the CRSP U.S. Small Cap Value Index. It targets smaller companies trading below book value or earnings multiples, giving investors exposure to the lower end of the market-cap spectrum where valuation gaps often create opportunity. With $31.27 billion AUM, VBR offers one of the broadest and most cost-effective ways to capture the small-cap value factor.

Managed by Vanguard, VBR carries an expense ratio of 0.07 % and holds 845 stocks, fully passively managed using market-cap weighting. Top positions include NRG Energy, Emcor Group, Atmos Energy, and Williams-Sonoma. Its sector allocation is diverse, Finance (29.1 %), Producer Manufacturing (9.1 %), and Retail Trade (5.5 %) lead the mix, providing meaningful diversification away from mega-cap benchmarks.

VBR captures a slice of the market that tends to outperform over full cycles, though with higher volatility. Investors seeking deeper value and exposure to smaller, under-researched companies can use it to complement a core large-cap position like VTV or IWD.

Growth Catalyst: Historical data shows small-cap value stocks often rebound strongly after inflationary or rate-tightening periods as capital shifts toward domestically focused, cash-flow-positive firms.

Metric	Value
Price	$208.33
YTD Return	+5.12%
Expense Ratio	0.07%
Issuer	Vanguard
Index Tracked	CRSP U.S. Small Cap Value
AUM	$31.27B
Dividend Yield	2.00%
Structure	Open-end ETF

Each ETF was ranked by AUM and screened for low fees, accessibility, and performance consistency. VBR’s $31.29B AUM, 0.07 % expense ratio, and U.S. small-cap focus made it an easy inclusion. It tracks the CRSP U.S. Small Cap Value Index, capturing companies with strong fundamentals and undervalued price ratios.

VBR adds depth and long-term upside to a value allocation by expanding beyond large-cap names into the smaller companies that often drive the next phase of market growth.

Price: $208.33

YTD Return: +5.12%

Expense Ratio: 0.07%

5. Capital Group Dividend Value ETF (CGDV)

CGDV is an actively managed ETF from Capital Group that blends dividend income with a value-driven approach. It invests primarily in large-cap U.S. equities that show strong balance sheets, consistent earnings, and sustainable payout growth. With $24.48 billion AUM, it has rapidly become one of the largest active value funds since launching in 2022, offering a quality-tilt alternative to purely index-tracked peers.

CGDV carries an expense ratio of 0.33 % and currently holds 59 stocks, making it far more concentrated than traditional value ETFs. Top holdings include NVIDIA (5.98 %), Microsoft (5.89 %), Eli Lilly (5.56 %), and Broadcom (5.08 %). Despite its focus on value and dividends, CGDV’s sector mix features meaningful exposure to Electronic Technology (24.2 %), Health Technology (12.9 %), and Technology Services (12.4 %), reflecting a quality-growth tilt within a dividend framework.

Unlike passive index trackers, CGDV combines active management and dividend selection to deliver an adaptable approach to value investing. Its managers have discretion to emphasize sectors with improving fundamentals rather than strictly following a benchmark.

Growth Catalyst: Ongoing earnings strength and dividend stability in large-cap quality names could help active value strategies like CGDV sustain outperformance if market breadth widens beyond the “Magnificent 7.”

For investors comparing risk tiers, review the internal page Top 10 Small-Cap ETFs to see how value and growth tilts differ in smaller names.

Metric	Value
Price	$43.37
YTD Return	23.00%
Expense Ratio	0.33%
Issuer	Capital Group
Index Tracked	Active (broad market / multi-cap value mandate)
AUM	$24.48B
Dividend Yield	1.29%
Structure	Open-end ETF

CGDV earned inclusion through its rapid asset growth, active structure, and strong post-launch performance. It met the value criteria by maintaining a dividend and fundamental focus while delivering returns exceeding traditional passive peers. It is placed in the Balanced bucket for blending active management and dividend stability with selective sector concentration.

CGDV is best suited for investors who want value exposure with an active twist, balancing reliable dividends and growth-minded stock selection under one umbrella.

Price: $43.37

YTD Return: +23.00%

Expense Ratio: 0.33%

6. iShares Core S&P U.S. Value ETF (IUSV)

IUSV provides diversified exposure to the U.S. large- and mid-cap value segment by tracking the S&P 900 Value Index. It targets companies with attractive valuations and solid fundamentals while maintaining a broad multi-cap reach. With $23.52 billion AUM, IUSV is a cost leader among value ETFs, offering investors a simple and scalable way to capture the value factor across both the S&P 500 and S&P MidCap 400 universes.

Issued by BlackRock (iShares), IUSV charges an industry-low 0.04 % expense ratio and holds 698 stocks weighted by market capitalization. Top positions include Apple (7.79 %), Microsoft (6.52 %), Amazon (3.66 %), and Exxon Mobil (1.82 %), reflecting its large-cap bias. The sector breakdown highlights Electronic Technology (19.2 %), Finance (18.6 %), and Health Technology (10.1 %), providing balanced exposure to cyclical and defensive areas of the economy.

IUSV stands out for combining wide coverage with ultra-low costs. It mirrors the value spectrum of the entire S&P 900 family, giving investors both size diversification and liquidity. Its blend of large and mid-cap holdings helps smooth volatility relative to pure small-cap or single-index strategies.

Growth Catalyst: If economic growth broadens beyond mega-cap leaders, multi-cap value funds like IUSV should benefit as mid-cap companies attract renewed investor interest.

For comparison with more dividend-oriented peers, see Top 10 Dividend Stocks to explore overlapping income strategies.

Metric	Value
Price	$102.10
YTD Return	+10.27%
Expense Ratio	0.04%
Issuer	BlackRock (iShares)
Index Tracked	S&P 900 Value Index
AUM	$23.52B
Dividend Yield	1.78%
Structure	Open-end ETF

IUSV qualified through its low-cost structure, multi-cap reach, and strong alignment with value fundamentals. It ranks among the top funds by AUM in its category and fulfills all liquidity and diversification benchmarks. Classified in the Core bucket, it serves investors seeking comprehensive U.S. value exposure with minimal friction.

IUSV works as a one-stop vehicle for long-term value exposure, combining the breadth of large and mid-cap holdings with the cost advantage of a passive ETF.

Price: $102.10

YTD Return: +10.27%

Expense Ratio: 0.04%

7. Schwab Fundamental U.S. Large Company ETF (FNDX)

FNDX tracks the Russell RAFI U.S. Large Company Index, applying a fundamental-weighting approach based on sales, cash flow, and dividends instead of market cap. This gives investors exposure to large U.S. companies through a valuation-driven lens that systematically tilts toward cheaper stocks. With $21.23 billion AUM, FNDX combines index efficiency with factor-based insight, offering a low-cost path to value exposure through fundamental metrics rather than price momentum.

Issued by Charles Schwab, FNDX carries an expense ratio of 0.25 % and holds 744 stocks, making it broad yet methodically filtered. Top positions include Apple (4.63 %), Microsoft (2.86 %), Alphabet A (2.33 %), and Exxon Mobil (2.19 %). Sector exposure is spread across Finance (17.2 %), Electronic Technology (14.4 %), and Technology Services (11.9 %), reflecting a balance between tech leadership and value discipline rooted in fundamental metrics.

FNDX stands apart by breaking from traditional market-cap rules, favoring companies with real economic weight over stock-price influence. This approach helps reduce exposure to overvalued mega-caps while capturing companies that generate strong revenue and cash flow.

Growth Catalyst: As value factors regain momentum, fundamentally weighted strategies like FNDX can outperform pure index funds by tilting toward companies with rising dividends and robust balance sheets.

For investors interested in broad ETFs check out our Total Market ETFs.

Metric	Value
Price	$26.87
YTD Return	+13.47%
Expense Ratio	0.25%
Issuer	Charles Schwab Investment Management
Index Tracked	Russell RAFI U.S. Large Company Index
AUM	$21.23B
Dividend Yield	1.63%
Structure	Open-end ETF

FNDX qualified through its AUM rank and distinct fundamental weighting methodology. It offers diversification and style purity while maintaining strong liquidity. Placed in the Balanced bucket, it blends traditional value exposure with a rules-based method that leans on fundamental inputs instead of price momentum.

FNDX is a strategic holding for investors who want to anchor a value allocation on financial strength and fundamental metrics rather than pure market capitalization. It adds discipline and consistency to a long-term portfolio.

Price: $26.87

YTD Return: +13.47%

Expense Ratio: 0.25%

8. Vanguard Mid-Cap Value ETF (VOE)

VOE focuses on U.S. mid-cap companies that exhibit strong value characteristics, tracking the CRSP U.S. Mid Cap Value Index. It blends the diversification of an index fund with exposure to faster-growing, less-covered firms that often fly under Wall Street’s radar. With $19.29 billion AUM, VOE provides investors a disciplined, low-cost way to capture the value premium within the mid-cap space.

Issued by Vanguard, VOE charges an ultra-low 0.07 % expense ratio and holds 183 stocks, giving it focused yet diversified coverage. Top holdings include Newmont Corp (1.77 %), CRH Plc (1.54 %), and Arthur J. Gallagher & Co (1.52 %). The fund’s largest sector allocations are Finance (24.6 %), Utilities (12.0 %), and Electronic Technology (7.0 %), creating a balanced mix of defensive and cyclical industries. Its beta of 0.93 and 10-year return of 95.82 % reflect consistent long-term participation in market upside with moderate volatility.

VOE earns its spot for offering targeted mid-cap value exposure at one of the lowest fees in the category. It bridges the gap between large-cap stalwarts and small-cap growth stories, adding diversification benefits to a value-tilted portfolio.

Growth Catalyst: If the market rotation toward smaller, undervalued companies continues, VOE could see outsized gains from its mid-cap focus and sector breadth.

Metric	Value
Price	$175.47
YTD Return	+8.47%
Expense Ratio	0.07%
Issuer	Vanguard
Index Tracked	CRSP U.S. Mid Cap Value Index
AUM	$19.29B
Dividend Yield	2.16%
Structure	Open-end ETF

VOE qualified through its consistent AUM ranking, strong tracking efficiency, and proven record in capturing the mid-cap value factor. Classified in the High-Risk bucket, it carries higher volatility than broad value benchmarks but rewards patient investors with long-term compounding potential.

VOE is a cost-effective way to add mid-cap diversification to a value portfolio, enhancing return potential while maintaining Vanguard’s trademark efficiency and transparency.

Price: $175.47

YTD Return: +8.47%

Expense Ratio: 0.07%

9. Pacer US Cash Cows 100 ETF (COWZ)

COWZ tracks the Pacer US Cash Cows 100 Index, which selects the top 100 U.S. companies by free cash flow yield. This strategy emphasizes profitability and cash efficiency, qualities that can outperform in volatile or tightening markets. With $18.06 billion AUM, COWZ has evolved into one of the most recognizable thematic value ETFs, known for its distinctive “cash cow” methodology and dynamic rebalancing approach.

Issued by Pacer Financial, COWZ is passively managed with a fundamental weighting based on free cash flow rather than market cap. It holds 101 stocks and charges a 0.49 % expense ratio, higher than plain-vanilla index funds but justified by its rules-driven active tilt. Top holdings include Applied Materials, Warner Bros. Discovery, and McKesson Corporation, while the largest sector exposures are Health Technology (14.3 %), Energy Minerals (12.3 %), and Technology Services (11.5 %). These allocations lean toward profitable cyclicals, giving COWZ a unique edge among value ETFs.

COWZ has delivered strong historical performance by identifying undervalued companies with high free cash flow, often outperforming traditional value benchmarks during inflationary or late-cycle markets. It functions as both a value and quality screen, appealing to investors seeking yield without excessive leverage or debt exposure.

Growth Catalyst: With corporate margins holding steady and capital discipline improving across sectors, high free cash flow strategies like COWZ are positioned to benefit from renewed investor interest in profitability-driven value plays.

For readers comparing income-focused approaches, visit Top 10 Dividend ETFs to see how cash yield strategies stack up against dividend growers.

Metric	Value
Price	$58.83
YTD Return	+4.16%
Expense Ratio	0.49%
Issuer	Pacer Financial
Index Tracked	Pacer US Cash Cows 100 Index
AUM	$18.06B
Dividend Yield	1.60%
Structure	Open-end ETF

COWZ qualified through its high AUM ranking and strong thematic differentiation. Its fundamental weighting and focus on free cash flow efficiency make it a standout within the High-Risk bucket, offering potential for alpha generation alongside higher turnover and volatility.

COWZ fits investors who want aggressive value exposure anchored in free cash flow metrics. It’s not a defensive holding, but it brings a rules-based structure to an area where active managers often struggle to consistently outperform.

Price: $58.83

YTD Return: +4.16%

Expense Ratio: 0.49%

10. Dimensional International Value ETF (DFIV)

DFIV invests in large- and mid-cap companies outside the U.S. that trade at attractive valuations, following Dimensional’s factor-driven active process. It draws from academic research emphasizing value, profitability, and smaller-company premiums, giving investors a structured, evidence-based route to international value exposure. With $14.44 billion AUM, DFIV anchors Dimensional’s ETF lineup as its flagship global value strategy.

Issued by Dimensional Fund Advisors, DFIV is an actively managed ETF with an expense ratio of 0.27 % and 566 holdings. Its portfolio leans toward Finance (31.0 %), Consumer Durables (9.1 %), and Energy Minerals (8.8 %), spreading exposure across Europe, Asia, and developed ex-U.S. markets. Major positions include Shell plc, Toyota Motor Corp, and Banco Santander S.A. The fund’s disciplined weighting favors companies with high cash-flow yields and strong balance sheets, while its beta of 0.71 and 10-year return profile (95 % +) suggest a more stable ride than many emerging-market peers.

DFIV offers a rare blend of global reach, active management, and value discipline at an index-level cost. Its rules-based active framework filters for undervalued firms while emphasizing long-term profitability rather than speculative cycles.

Growth Catalyst: As international valuations remain discounted versus U.S. markets, DFIV stands to benefit if capital rotates back into developed ex-U.S. equities where earnings yields are higher.

Metric	Value
Price	$48.23
YTD Return	+35.91%
Expense Ratio	0.27%
Issuer	Dimensional Fund Advisors
Index Tracked	N/A (Actively Managed)
AUM	$14.44B
Dividend Yield	2.97%
Structure	Open-end ETF

DFIV earned its slot for coupling Dimensional’s academic rigor with strong factor consistency and active liquidity control. Classified under the High-Risk bucket, it adds geographic and currency diversification for investors seeking value beyond U.S. markets.

DFIV suits investors ready to diversify internationally without sacrificing evidence-based structure. It complements U.S. value holdings by extending exposure to regions poised for mean reversion and income growth.

Price: $48.23

YTD Return: +35.91%

Expense Ratio: 0.27%

Take the 60-second Value ETF quiz

5 quick questions • 60 seconds

How to Use This List

Set your goal: Decide whether your priority is lower volatility, dividend income, or simply adding a value tilt to a growth-oriented core.

Select your style: You can choose from large-cap value, mid- or small-cap value, international value, or smart-beta value methods.

Layer smartly: Use a broad core ETF, such as one from our Top 10 Total Market ETFs, and then add one or two value tilts around it.

Diversify by sector or theme: Combine with sector-specific value plays like Top 10 Energy ETFs or Top 10 Clean Energy ETFs to capture different value angles.

Review periodically: Revisit quarterly for rebalances, fee changes, or shifts in tracking error or strategy.

How We Chose These ETFs

We reviewed dozens of U.S.-listed value ETFs across large-cap, mid-cap, small-cap, and international arenas. From there, we selected ten based on rigorous criteria:

Strong historical performance and year-to-date returns
Low expense ratios
Value-oriented methodology (index or smart-beta)
Adequate AUM and liquidity
Strategy differentiation or unique tilt

This mirrors the disciplined process used in our Top 10 AI & Robotics ETFs and Top 10 Innovation ETFs.

This overview explains the criteria specific to this list. For a detailed explanation of how Impartoo’s Top 10 lists are researched, curated, and reviewed across all categories, see our Methodology.

Frequently Asked Questions

What is a value ETF?
What: a fund that owns stocks considered cheap relative to fundamentals.
How: it tracks a value index or rules that favor low P E, low P B, low P C F, or high dividend yield.
Why: it offers a simple way to add a value tilt without picking individual stocks.

How is a value ETF different from a growth ETF?
What: value focuses on cheaper valuations, growth focuses on faster sales and earnings growth.
How: value screens use metrics like P E and P B, growth screens favor revenue and EPS trends.
Why: styles lead at different times, so mixing them can smooth long term returns.

What is price to earnings and why does it matter?
What: a valuation ratio comparing share price to earnings per share.
How: divide the current price by EPS, sometimes using forward EPS.
Why: a lower P E can signal cheaper pricing for the same dollar of earnings.

What is price to book?
What: a ratio that compares market price to a company’s book value.
How: divide price per share by book value per share.
Why: low P B often appears in classic value screens and deep value ETFs.

What is price to cash flow?
What: valuation based on operating cash flow rather than earnings.
How: divide price by cash flow per share.
Why: cash flow can be harder to manipulate and helps spot durable value.

What is a smart beta value ETF?
What: a rules based fund that tilts to value plus quality or profitability.
How: the index overweights stocks with value traits and strong balance sheets.
Why: combining value with quality can avoid some value traps.

What is an expense ratio and why does it matter?
What: the annual fee the ETF charges.
How: expressed as a percent of assets and deducted automatically.
Why: lower costs in value index funds compound into better net returns.

What is tracking error?
What: the gap between the ETF return and its benchmark return.
How: compare the fund’s performance to the index over time.
Why: lower tracking error means closer exposure to the intended value index.

What is sector concentration risk in value ETFs?
What: heavy exposure to sectors like financials, energy, or industrials.
How: review sector weights and top ten holdings.
Why: concentration can boost returns in certain cycles but increases downside when those sectors lag.

What are the risks of value ETFs?
What: value can underperform for long stretches and may include companies with real business challenges.
How: watch for falling earnings, high leverage, and low quality scores.
Why: understanding these risks helps you size your value tilt and pair it with core broad market exposure.

Final Thoughts on Value ETF Investing

Value ETFs are not just about buying cheap stocks. They offer a systematic way to invest in companies with solid fundamentals that may be temporarily out of favor. In periods of market rotation, value often outpaces growth. These ETFs let you tap into that potential with built-in diversification and cost efficiency. If you want to strengthen your strategy, consider combining insights from our Top 10 Value Stocks or exploring more themes through our
Top 10 Rankings Hub.

Explore More ETF Strategies

Looking to expand your strategy? Check out our other Top 10 ETF lists across growth, dividends, total market, and sector-specific themes. Each one is curated to help you navigate the ETF landscape with clarity and confidence.