List of Mid-Cap Value ETFs Listed on U.S. Exchanges

There are a couple of notable similarities between these mid-cap value ETFs:

  • The basic premise of each ETF is to include mid-cap companies that are thought to be undervalued compared to their mid-cap counterparts. This analysis is done by the index provider in the creation of the mid-cap value index.
  • While these ETFs are not equally weighted, no single company represents a notable percentage in any of the ETFs.

While the general premise of these ETFs is the same, it should be noted that the composition can vary from ETF to ETF as many of these ETFs are based on different indices and use different methodologies in selecting companies.

Mid-Cap Value ETFs

First Trust Mid Cap Value AlphaDEX Fund (FNK)

iShares Russell Mid-Cap Value ETF (IWS)

iShares Morningstar Mid-Cap Value ETF                (JKI)

PowerShares Fundamental Pure Mid Value Portfolio (PXMV)

Vanguard Mid-Cap Value ETF (VOE)

WBI SMID Tactical Select Shares ETF (WBID) (Actively Managed)

WBI SMID Tactical Value Shares ETF (WBIB) (Actively Managed)

S&P Mid-Cap 400 Value ETFs

Guggenheim S&P MidCap 400 Pure Value ETF (RFV)

iShares S&P MidCap 400 Value Index Fund (IJJ)

SPDR S&P 400 Mid Cap Value ETF (MDYV)

Vanguard S&P Mid-Cap 400 Value ETF (IVOV)