iShares MSCI USA Value Factor ETF (VLUE) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with VLUE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VLUE
VLUE charges 0.15% annually. There are 17 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | VLUE vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | VLUE vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | VLUE vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | VLUE vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | VLUE vs VTV |
Best Risk-Adjusted Alternatives to VLUE
VLUE has a PortfoliosLab risk / return rank of 96. No ETFs in the Large Cap Value Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | VLUE vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | VLUE vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | VLUE vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | VLUE vs LSVD | |
| Eventide High Dividend ETF | 89 | 150.61M | Sep 2024 | VLUE vs ELCV |
Top Performing VLUE Alternatives (YTD)
VLUE is at 45.30% YTD. No ETFs in the Large Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 27.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | VLUE vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | VLUE vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | VLUE vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | VLUE vs ROE | |
| John Hancock U.S. High Dividend ETF | 17.56% | 12.24M | Sep 2022 | VLUE vs JHDV |
Lowest Volatility Alternatives to VLUE
VLUE has 19.07% 1-year volatility. There are 135 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | VLUE vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | VLUE vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | VLUE vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | VLUE vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | VLUE vs DTD |
Lowest Drawdown Alternatives to VLUE
VLUE has a 1-year max drawdown of -9.04%. There are 100 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | VLUE vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | VLUE vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | VLUE vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | VLUE vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | VLUE vs ELCV |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $838B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.71% | 95.28B | May 2020 | VLUE vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -28.88% | 48.04B | Jan 2024 | VLUE vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 59 | 8.20% | 837.93B | May 2000 | VLUE vs IVV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 95 | 100.58% | 46.67B | Jul 2001 | VLUE vs SOXX | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 14 | 0.77% | 41.34B | Jul 2002 | VLUE vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 75 | 9.19% | 41.89B | Jun 2014 | VLUE vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 31 | -13.49% | 32.53B | Apr 2006 | VLUE vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 22 | -4.73% | 64.29B | Jan 2005 | VLUE vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 67 | 20.47% | 81.35B | May 2000 | VLUE vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 58 | 9.86% | 32.95B | Mar 2008 | VLUE vs ACWI |
Often Compared With VLUE
Investors most often compare VLUE with VLU, VOO, QVAL. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VLUE with Any Fund or Stock
Compare VLUE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VLUE with funds that move differently
iShares MSCI USA Value Factor ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLUE.
Explore VLUE Diversifiers