The iShares MSCI USA Value Factor ETF (VLUE) is a medium-risk choice with $7.01 billion in assets.

From Nasdaq: 2024-12-27 06:20:04

The iShares MSCI USA Value Factor ETF (VLUE) was launched on 04/16/2013, offering exposure to the Large Cap Value category. Smart beta ETFs track non-cap weighted strategies for investors seeking to outperform the market. VLUE has $7.01 billion in assets, with an expense ratio of 0.15% and a 2.69% dividend yield.

VLUE’s top sector is Information Technology, with Cisco Systems Inc, At&t Inc, and Intel Corporation among its top holdings. The ETF has gained 8.79% this year and trades between $98.17 and $115.38. With 153 holdings, VLUE is a medium-risk choice in this space, effectively diversifying company-specific risk.

Investors can also consider alternatives like Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV) in the Large Cap Value segment. SCHD has $65.32 billion in assets with an expense ratio of 0.06%, while VTV has $128.10 billion with an expense ratio of 0.04%. Cheaper and lower-risk options include traditional market cap weighted ETFs.



Read more at Nasdaq: Is iShares MSCI USA Value Factor ETF (VLUE) a Strong ETF Right Now?