“Since the fund’s inception in mid 2013, it has, as you’d expect, lagged the S&P 500, by an average of 3.0 percentage points per year. It invests in cheap stocks, but it doesn’t overweight broad industry sectors. The ETF charges just 0.15% in annual expenses,” adds Kiplinger’s on VLUE.
Plain vanilla index ETFs that track the value theme has outperformed so far this year, or at least have not done as poorly as broader benchmarks. Nevertheless, potential investors should still look under the hood of these value stock ETFs as no two are created alike and offer varying performances.
iShares MSCI USA Value Factor ETF
