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The Best Mid Cap Value Equities ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Mid Cap Value Equities ETFs.

Mid Cap Value Equities ETFs and funds invest in mid-capitalization companies — typically those with market values between $2 billion and $10 billion — that appear undervalued relative to their fundamentals. They combine the growth potential of mid-sized companies with a value discipline, targeting stocks trading at lower valuations and offering a balance of capital appreciation and relative stability.

Number of ETFs
48
Avg. Expense Ratio
0.42%
Avg. Dividend Yield
1.99%
Avg. 1 Year Return
20.98%
Median Risk/Return Score
45 / 100
The Best Mid Cap Value Equities ETFs

48 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Abacus FCF Real Assets Leaders ETFMid Cap Value EquitiesDec 13, 20210.39%
5.64%
4.32%
21
WisdomTree U.S. Al Enhanced Value FundMid Cap Value EquitiesJun 16, 20060.38%
12.43%
8.40%
1.43%
51
Global X Adaptive U.S. Factor ETFMid Cap Value Equities, Multi-factorAug 24, 20180.27%
5.71%
2.78%
44
Avantis U.S. Mid Cap Value ETFMid Cap Value EquitiesNov 7, 20230.20%
12.72%
1.33%
65
Concourse Capital Focused Equity ETFMid Cap Value EquitiesJun 11, 20250.95%
5.31%
0.02%
19
Amplify Cash Flow Dividend Leaders ETFMid Cap Value EquitiesSep 12, 20230.00%
9.06%
1.61%
62
Pacer US Cash Cows 100 ETFMid Cap Value Equities, DividendDec 16, 20160.49%
3.21%
2.00%
48
Cultivar ETFMid Cap Value EquitiesDec 22, 20210.87%
-0.48%
1.53%
24
First Trust Dorsey Wright Momentum & Dividend ETFMomentum, Mid Cap Value Equities, DividendMar 10, 20140.60%
7.34%
9.73%
1.61%
45
Global X SuperDividend U.S. ETFMid Cap Value Equities, DividendMar 11, 20130.45%
10.86%
3.87%
6.82%
41
Tidal ETF Trust - Sound Equity Income ETFMid Cap Value EquitiesDec 30, 20200.45%
8.70%
3.12%
39
WisdomTree US MidCap Dividend ETFMid Cap Value Equities, DividendJun 16, 20060.38%
9.10%
9.31%
2.32%
37
First Trust Dorsey Wright Momentum & Value ETFMomentum, Mid Cap Value EquitiesSep 5, 20180.60%
9.20%
0.63%
69
Dimensional US Vector Equity ETFMid Cap Value EquitiesSep 10, 20240.25%
11.15%
0.96%
70
Harbor Mid Cap Value ETFMid Cap Value EquitiesMay 1, 20250.88%
18.36%
1.25%
62
ProShares Equities for Rising Rates ETFMid Cap Value EquitiesJul 24, 20170.35%
26.27%
1.21%
90
First Trust Multi Cap Value AlphaDEX FundMid Cap Value EquitiesMay 8, 20070.64%
11.84%
10.64%
1.58%
69
First Eagle Mid Cap Equity ETFMid Cap Value EquitiesJan 27, 20260.55%0.00%
iShares Focused Value Factor ETFMid Cap Value EquitiesMar 19, 20190.25%
First Trust Value Line Dividend Index FundMid Cap Value Equities, DividendAug 26, 20030.61%
3.47%
8.41%
2.28%
28

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Best Mid Cap Value Equities ETFs by Risk/Return Score

The top Mid Cap Value Equities ETFs by PortfoliosLab Risk/Return Score are EQRR (90) and RDIV (76). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Mid Cap Value Equities ETFs Over 5 Years

The top Mid Cap Value Equities ETFs is EQRR (13.89%). Across the lineup, Mid Cap Value Equities ETFs show an average 1-year return of 20.98% and an average 5-year return of 9.48%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Mid Cap Value Equities ETFs

The top Mid Cap Value Equities ETFs is VOE (0.05%). With an average expense ratio of 0.42%, Mid Cap Value Equities ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Vanguard Mid-Cap Value ETF0.05%36.60BAug 2006
iShares Morningstar Mid-Cap ETF0.06%1.09BJun 2004
Research Affiliates Deletions ETF0.09%34.44MSep 2024
Vanguard S&P Mid-Cap 400 Value ETF0.10%1.40BSep 2010
Vanguard U.S. Value Factor ETF0.13%825.90MFeb 2018

Highest-Yield Mid Cap Value Equities ETFs

The top Mid Cap Value Equities ETFs is DIV (6.82%). Across the lineup, Mid Cap Value Equities ETFs show an average dividend yield of 1.99%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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