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Mid-Cap Value ETFs - Compare & Analyze (3)

Mid-Cap Value ETFs Overview

The Mid-Cap Value category includes 3 exchange-traded funds with combined assets under management (AUM) of $52.23B. The largest funds in this category include iShares Select Dividend ETF (DVY), State Street SPDR S&P Dividend ETF (SDY), State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD). These Mid-Cap Value ETFs provide investors with diversified exposure to this market segment through a single investment vehicle.

Mid-Cap Value ETF Expense Ratios

The average expense ratio for Mid-Cap Value ETFs is 0.27%, which represents a moderate fee level typical of actively managed or specialized strategies. Expense ratios directly reduce investor returns over time, making cost comparison an important factor when selecting ETFs within the same category.

Largest Mid-Cap Value ETFs by AUM

Fund Name Ticker AUM Expense Ratio
iShares Select Dividend ETF DVY $22.86B 0.38%
State Street SPDR S&P Dividend ETF SDY $21.98B 0.35%
State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD $7.39B 0.07%

Mid-Cap Value ETF Performance

The average year-to-date return for Mid-Cap Value ETFs is 9.80%. The average distribution yield across Mid-Cap Value funds is 3.36%. Past performance does not guarantee future results, and returns can vary significantly between individual funds within the same category.

Frequently Asked Questions

What is the largest Mid-Cap Value ETF?

The largest Mid-Cap Value ETF by assets under management is iShares Select Dividend ETF (DVY) with $22.86B in AUM.

What is the average expense ratio for Mid-Cap Value ETFs?

The average expense ratio for Mid-Cap Value ETFs is 0.27%. Individual fund costs may vary based on management style and strategy complexity.

What are Mid-Cap Value ETFs?

Mid-Cap Value ETFs are exchange-traded funds that follow a Mid-Cap Value investment strategy. They offer investors diversified exposure to this market segment with the liquidity and transparency benefits of exchange-traded products.

The Mid-Cap Value ETF category offers investors multiple options for gaining exposure to this market segment. Compare expense ratios, yields, and performance metrics above to identify the fund that best aligns with your investment objectives. All data is updated daily.