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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
49
Avg. Expense Ratio
0.41%
Avg. Dividend Yield
1.96%
Avg. 1 Year Return
21.29%
Median Risk/Return Score
54 / 100
The Best Mid Cap Value Equities ETFs

49 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
ProShares Russell U.S. Dividend Growers ETFMid Cap Value Equities, DividendNov 5, 20190.35%
11.93%
2.51%
34
Thrivent Mid Cap Value ETFMid Cap Value EquitiesFeb 28, 20200.55%
18.79%
0.10%
Timothy Plan High Dividend Stock ETFMid Cap Value Equities, DividendApr 29, 20190.52%
11.62%
1.97%
49
iShares MSCI Agriculture Producers ETFMid Cap Value EquitiesJan 31, 20120.39%
14.28%
8.92%
1.96%
22
Vanguard U.S. Value Factor ETFMid Cap Value EquitiesFeb 13, 20180.13%
13.56%
1.87%
69
Vanguard Mid-Cap Value ETFMid Cap Value EquitiesAug 17, 20060.05%
13.38%
11.23%
2.30%
76
Vident U.S. Equity Strategy ETFMid Cap Value EquitiesJan 22, 20140.50%
7.82%
12.64%
0.46%
34
WisdomTree U.S. Value FundMid Cap Value Equities, Large Cap Value EquitiesFeb 23, 20070.12%
10.91%
1.92%
66
Invesco S&P MidCap Value with Momentum ETFMomentum, Mid Cap Value EquitiesMar 3, 20050.39%
12.77%
12.48%
1.86%
75

Rows per page

41–49 of 49

Best Mid Cap Value Equities ETFs by Risk/Return Score

The top Mid Cap Value Equities ETFs by PortfoliosLab Risk/Return Score are EQRR (89) and RDIV (85). 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 AUSF (13.52%). Across the lineup, Mid Cap Value Equities ETFs show an average 1-year return of 21.29% and an average 5-year return of 9.25%, 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 0.41%, 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
WisdomTree U.S. Value Fund0.12%2.96BFeb 2007

Highest-Yield Mid Cap Value Equities ETFs

The top Mid Cap Value Equities ETFs is DIV (6.68%). Across the lineup, Mid Cap Value Equities ETFs show an average dividend yield of 1.96%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Global X SuperDividend U.S. ETF6.68%755.72MMar 2013
Gotham 1000 Value ETF5.96%204.40MJun 2022
Abacus FCF Real Assets Leaders ETF4.34%82.56MDec 2021
Invesco High Yield Equity Dividend Achievers™ ETF4.34%1.10BDec 2004
Invesco S&P Ultra Dividend Revenue ETF3.64%1.30BOct 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.

0%Annualized Volatility0%Annualized Return

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