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

48 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
GVLU	Gotham 1000 Value ETF	Mid Cap Value Equities	Jun 7, 2022	0.51%	5.72%	—	6.09%	41
HWSM	Hotchkis & Wiley SMID Cap Diversified Value ETF	Mid Cap Value Equities	Mar 28, 2025	0.55%	10.60%	—	1.20%	48
IJJ	iShares S&P Mid-Cap 400 Value ETF	Mid Cap Value Equities	Jul 24, 2000	0.18%	10.80%	10.49%	1.62%	44
IMCV	iShares Morningstar Mid-Cap ETF	Mid Cap Value Equities	Jun 28, 2004	0.06%	10.06%	10.35%	1.93%	68
IVOV	Vanguard S&P Mid-Cap 400 Value ETF	Mid Cap Value Equities	Sep 7, 2010	0.10%	10.86%	10.58%	1.64%	44
IWS	iShares Russell Mid-Cap Value ETF	Mid Cap Value Equities	Jul 17, 2001	0.23%	16.24%	10.36%	1.33%	73
MDPL	Monarch Dividend Plus ETF	Mid Cap Value Equities	Mar 6, 2024	1.24%	-6.54%	—	1.38%	8
MDYV	SPDR S&P 400 Mid Cap Value ETF	Mid Cap Value Equities	Nov 8, 2005	0.15%	10.92%	10.56%	1.70%	44
NIXT	Research Affiliates Deletions ETF	Mid Cap Value Equities	Sep 9, 2024	0.09%	18.27%	—	1.35%	51
NUMV	Nuveen ESG Mid-Cap Value ETF	Mid Cap Value Equities, ESG	Dec 13, 2016	0.31%	8.74%	—	1.41%	56
ONEY	SPDR Russell 1000 Yield Focus ETF	Mid Cap Value Equities, Dividend	Dec 2, 2015	0.20%	13.49%	11.98%	2.83%	61
PEY	Invesco High Yield Equity Dividend Achievers™ ETF	Mid Cap Value Equities, Dividend	Dec 9, 2004	0.54%	14.12%	8.58%	4.43%	41
PKW	Invesco BuyBack Achievers™ ETF	Mid Cap Value Equities	Dec 20, 2006	0.62%	2.98%	13.05%	0.90%	39
QVAL	Alpha Architect U.S. Quantitative Value ETF	Mid Cap Value Equities	Oct 22, 2014	0.28%	14.10%	11.69%	1.16%	72
RDIV	Invesco S&P Ultra Dividend Revenue ETF	Mid Cap Value Equities, Dividend	Oct 1, 2013	0.39%	11.90%	10.70%	3.66%	76
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	Mid Cap Value Equities, Dividend	Feb 5, 2015	0.40%	7.52%	9.47%	2.16%	32
RNIN	Bushido Capital US SMID Cap Equity ETF	Mid Cap Value Equities	May 14, 2025	0.68%	14.74%	—	0.77%	69
SDY	SPDR S&P Dividend ETF	Mid Cap Value Equities, Dividend	Nov 15, 2005	0.35%	8.81%	9.35%	2.45%	43
SNPD	Xtrackers S&P ESG Dividend Aristocrats ETF	Mid Cap Value Equities	Nov 8, 2022	0.15%	10.32%	—	3.95%	44
SYLD	Cambria Shareholder Yield ETF	Mid Cap Value Equities, Dividend	May 14, 2013	0.59%	13.56%	13.10%	1.86%	58

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.

Symbol	Name	Risk / Return Rank	AUM	Inception
EQRR	ProShares Equities for Rising Rates ETF	90	55.56M	Jul 2017
RDIV	Invesco S&P Ultra Dividend Revenue ETF	76	1.24B	Oct 2013
IWS	iShares Russell Mid-Cap Value ETF	73	15.64B	Jul 2001
QVAL	Alpha Architect U.S. Quantitative Value ETF	72	509.34M	Oct 2014
DXUV	Dimensional US Vector Equity ETF	70	422.64M	Sep 2024

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.

Symbol	Name	Return 5Y	AUM	Inception
EQRR	ProShares Equities for Rising Rates ETF	13.89%	55.56M	Jul 2017
AUSF	Global X Adaptive U.S. Factor ETF	13.67%	866.46M	Aug 2018
QVAL	Alpha Architect U.S. Quantitative Value ETF	13.00%	509.34M	Oct 2014
DVLU	First Trust Dorsey Wright Momentum & Value ETF	12.96%	43.83M	Sep 2018
VUSE	Vident U.S. Equity Strategy ETF	12.29%	657.40M	Jan 2014

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.

Symbol	Name	Expense Ratio	AUM	Inception
VOE	Vanguard Mid-Cap Value ETF	0.05%	36.60B	Aug 2006
IMCV	iShares Morningstar Mid-Cap ETF	0.06%	1.09B	Jun 2004
NIXT	Research Affiliates Deletions ETF	0.09%	34.44M	Sep 2024
IVOV	Vanguard S&P Mid-Cap 400 Value ETF	0.10%	1.40B	Sep 2010
VFVA	Vanguard U.S. Value Factor ETF	0.13%	825.90M	Feb 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.

Symbol	Name	Dividend Yield	AUM	Inception
DIV	Global X SuperDividend U.S. ETF	6.82%	758.51M	Mar 2013
GVLU	Gotham 1000 Value ETF	6.09%	204.40M	Jun 2022
PEY	Invesco High Yield Equity Dividend Achievers™ ETF	4.43%	1.10B	Dec 2004
ABLD	Abacus FCF Real Assets Leaders ETF	4.32%	82.56M	Dec 2021
SNPD	Xtrackers S&P ESG Dividend Aristocrats ETF	3.95%	2.69M	Nov 2022

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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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