Vanguard Morningstar Mid-Cap Value ETF VOE

Zacks Investment Research 6 nov

SDVY is a smart beta ETF focused on small and mid-cap dividend achievers with $11.08 billion in assets. The fund has returned 10.43% year-to-date and 12.74% over the past year, but carries a relatively high expense ratio of 0.58%. The article suggests investors consider cheaper alternatives like IWS (0.23% expense ratio) or VOE (0.05% expense ratio) for lower-cost exposure to the mid-cap value segment.

Zacks Investment Research 6 nov

The Invesco S&P MidCap 400 Pure Value ETF (RFV) is reviewed as a reasonable option for mid-cap value investors, with year-to-date gains of 13.45% and one-year returns of 16.2%. However, it carries higher risk with a beta of 1.07 and standard deviation of 19.81%. The article suggests cheaper alternatives like iShares Russell Mid-Cap Value ETF (IWS) and Vanguard Morningstar Mid-Cap Value ETF (VOE) for investors seeking lower-cost and lower-risk options.

Zacks Investment Research 6 nov

The First Trust Mid Cap Value AlphaDEX ETF (FNK) is a smart beta ETF with $239.78 million in assets that has delivered 16.49% year-to-date and 22.04% 12-month returns. However, its 0.74% expense ratio is among the highest in its category, making it more expensive than comparable alternatives like IWS (0.23%) and VOE (0.05%). The fund holds 226 stocks with heavy exposure to Financials (24.6%) and has a medium risk profile with a beta of 0.97.

Zacks Investment Research 5 nov

WisdomTree U.S. MidCap Dividend ETF (DON) is a passively managed fund with $4.06 billion in assets offering exposure to mid-cap value stocks. With a 0.38% expense ratio, 2.27% dividend yield, and 18.74% one-year performance, it carries a Zacks ETF Rank of 3 (Hold). However, competitors like Vanguard Morningstar Mid-Cap Value ETF (VOE) offer lower expense ratios at 0.05%.

Zacks Investment Research 26 oct

MDYV, a passively managed mid-cap value ETF with $2.76 billion in assets, offers broad exposure to mid-cap value stocks with a low expense ratio of 0.15% and a dividend yield of 1.72%. The fund has gained 10.16% year-to-date and 11.86% over the past year, with a medium risk profile and 298 holdings. It received a Zacks ETF Rank of 1 (Strong Buy), though comparable alternatives like VOE and IWS offer larger asset bases.