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
- 51
- Avg. Expense Ratio
- 0.41%
- Avg. Dividend Yield
- 1.85%
- Avg. 1 Year Return
- 20.53%
- Median Risk/Return Score
- 64 / 100
The Best Mid Cap Value Equities ETFs
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TD Q U.S. Small-Mid-Cap Equity ETF | Mid Cap Value Equities | Jan 7, 2025 | 0.40% | 19.13% | — | 0.73% | 70 | ||||||||
| CI U.S. MidCap Dividend Index ETF | Mid Cap Value Equities | Sep 19, 2017 | — | 10.68% | — | 2.32% | 39 |
Best Mid Cap Value Equities ETFs by Risk/Return Score
The top Mid Cap Value Equities ETFs by PortfoliosLab Risk/Return Score are EQRR (92) and RDIV (91).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 92 | 32.46M | Jul 2017 | |
| Invesco S&P Ultra Dividend Revenue ETF | 91 | 1.35B | Oct 2013 | |
| Alpha Architect U.S. Quantitative Value ETF | 91 | 562.24M | Oct 2014 | |
| Bushido Capital US SMID Cap Equity ETF | 89 | — | May 2025 | |
| First Trust Multi Cap Value AlphaDEX Fund | 86 | 156.15M | May 2007 |
Best-Performing Mid Cap Value Equities ETFs Over 5 Years
The top Mid Cap Value Equities ETFs is AUSF (14.23%).
Across the lineup, Mid Cap Value Equities ETFs show an average 1-year return of 20.53% and an average 5-year return of 9.98%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Global X Adaptive U.S. Factor ETF | 14.23% | 880.50M | Aug 2018 | |
| WisdomTree U.S. Value Fund | 13.88% | 3.09B | Feb 2007 | |
| ProShares Equities for Rising Rates ETF | 13.88% | 32.46M | Jul 2017 | |
| Invesco S&P Ultra Dividend Revenue ETF | 13.37% | 1.35B | Oct 2013 | |
| First Trust Dorsey Wright Momentum & Value ETF | 12.89% | 56.82M | Sep 2018 |
Lowest-Cost Mid Cap Value Equities ETFs
The top Mid Cap Value Equities ETFs is VOE (0.05%).
With an average expense ratio of 0.41%, Mid Cap Value Equities ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | 0.05% | 37.20B | Aug 2006 | |
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.13B | Jun 2004 | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.50B | Sep 2010 | |
| WisdomTree U.S. Value Fund | 0.12% | 3.09B | Feb 2007 |
Highest-Yield Mid Cap Value Equities ETFs
The top Mid Cap Value Equities ETFs is DIV (6.55%).
Across the lineup, Mid Cap Value Equities ETFs show an average dividend yield of 1.85%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Global X SuperDividend U.S. ETF | 6.55% | 779.22M | Mar 2013 | |
| Gotham 1000 Value ETF | 5.86% | 204.40M | Jun 2022 | |
| Invesco High Yield Equity Dividend Achievers™ ETF | 4.58% | 1.15B | Dec 2004 | |
| Abacus FCF Real Assets Leaders ETF | 3.64% | 82.56M | Dec 2021 | |
| Invesco S&P Ultra Dividend Revenue ETF | 3.54% | 1.35B | Oct 2013 |
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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.
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5 Years