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
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ProShares Russell U.S. Dividend Growers ETF | Mid Cap Value Equities, Dividend | Nov 5, 2019 | 0.35% | 7.76% | — | 2.55% | 27 | ||||||||
| Thrivent Mid Cap Value ETF | Mid Cap Value Equities | Feb 28, 2020 | 0.55% | 17.44% | — | 0.10% | — | ||||||||
| Timothy Plan High Dividend Stock ETF | Mid Cap Value Equities, Dividend | Apr 29, 2019 | 0.52% | 9.04% | — | 2.02% | 41 | ||||||||
| iShares MSCI Agriculture Producers ETF | Mid Cap Value Equities | Jan 31, 2012 | 0.39% | 12.67% | 8.25% | 1.99% | 17 | ||||||||
| Vanguard U.S. Value Factor ETF | Mid Cap Value Equities | Feb 13, 2018 | 0.13% | 9.86% | — | 1.94% | 61 | ||||||||
| Vanguard Mid-Cap Value ETF | Mid Cap Value Equities | Aug 17, 2006 | 0.05% | 11.03% | 10.60% | 1.87% | 70 | ||||||||
| Vident U.S. Equity Strategy ETF | Mid Cap Value Equities | Jan 22, 2014 | 0.50% | 9.59% | 12.47% | 0.45% | 45 | ||||||||
| Invesco S&P MidCap Value with Momentum ETF | Momentum, Mid Cap Value Equities | Mar 3, 2005 | 0.39% | 9.41% | 11.84% | 1.93% | 69 |
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 |
|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 90 | 55.56M | Jul 2017 | |
| Invesco S&P Ultra Dividend Revenue ETF | 76 | 1.24B | Oct 2013 | |
| iShares Russell Mid-Cap Value ETF | 73 | 15.64B | Jul 2001 | |
| Alpha Architect U.S. Quantitative Value ETF | 72 | 509.34M | Oct 2014 | |
| 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 |
|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 13.89% | 55.56M | Jul 2017 | |
| Global X Adaptive U.S. Factor ETF | 13.67% | 866.46M | Aug 2018 | |
| Alpha Architect U.S. Quantitative Value ETF | 13.00% | 509.34M | Oct 2014 | |
| First Trust Dorsey Wright Momentum & Value ETF | 12.96% | 43.83M | Sep 2018 | |
| 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 |
|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | 0.05% | 36.60B | Aug 2006 | |
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.09B | Jun 2004 | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.40B | Sep 2010 | |
| 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 |
|---|---|---|---|---|
| Global X SuperDividend U.S. ETF | 6.82% | 758.51M | Mar 2013 | |
| Gotham 1000 Value ETF | 6.09% | 204.40M | Jun 2022 | |
| Invesco High Yield Equity Dividend Achievers™ ETF | 4.43% | 1.10B | Dec 2004 | |
| Abacus FCF Real Assets Leaders ETF | 4.32% | 82.56M | Dec 2021 | |
| Xtrackers S&P ESG Dividend Aristocrats ETF | 3.95% | 2.69M | Nov 2022 |
Top ETFs Categories
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Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
COWZ vs. VOOCOWZ vs. VFLOCOWZ vs. SCHDCOWZ vs. GCOWCOWZ vs. COWGSDY vs. SCHDSDY vs. NOBLSDY vs. SPYDSDY vs. VYMSDY vs. SPYVOE vs. VOVOE vs. VOTVOE vs. VOOVOE vs. VBRVOE vs. IJHDIV vs. DIVODIV vs. SCHDDIV vs. SPYDDIV vs. VOODIV vs. JEPIPEY vs. SPHDPEY vs. SCHDPEY vs. DIVOPEY vs. DVYPEY vs. JEPIIJJ vs. IJHIJJ vs. SPYIJJ vs. PSRIJJ vs. IVVIJJ vs. VOOVFVA vs. XSP.TOVFVA vs. VOOVFVA vs. VFQYVFVA vs. SCHDVFVA vs. JEPIAVMV vs. AVUVAVMV vs. AVMCAVMV vs. VOAVMV vs. SCHGAVMV vs. VOOQVAL vs. AVUVQVAL vs. VLUEQVAL vs. QQQQVAL vs. SNPEQVAL vs. VTVRDIV vs. SCHDRDIV vs. VOORDIV vs. AFKRDIV vs. BKERDIV vs. VYM
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