US value ETFs compared: returns and risk
Funds that tilt towards cheaper companies relative to earnings or book value, such as financials, energy and health care.
Data updated October 2026
| Fund | 1Y | 3Y a yr | 5Y a yr | 10Y a yr | Volatility | Max drawdown | Since |
|---|---|---|---|---|---|---|---|
 VTVVanguard Value ETF | +22.1% | +20.4% | +12.0% | — | 14.3% | −17.0% | 2020 |
| SCHVSchwab U.S. Large-Cap Value ETF | +19.7% | +19.2% | +9.1% | +9.8% | 16.2% | −37.1% | 2009 |
| IWDiShares Russell 1000 Value ETF | +27.9% | +21.8% | +11.4% | +11.7% | 19.9% | −60.1% | 2006 |
| SPYVSPDR Portfolio S&P 500 Value ETF | +16.1% | +17.8% | +11.4% | — | 14.8% | −17.9% | 2020 |
Total returns with dividends reinvested, in each fund’s trading currency, to the last close; periods longer than a year are annualised. Volatility and maximum drawdown cover each fund’s whole history since the year shown, so they are comparable only between funds with similar start dates.
Head-to-head comparisons
Other ETF categories
- S&P 500 ETFs
- Total US stock market ETFs
- Nasdaq-100 ETFs
- Dow Jones and equal-weight ETFs
- US small and mid cap ETFs
- US growth ETFs
- Small cap value and growth ETFs
- Dividend ETFs
- Covered call and equity income ETFs
- Factor ETFs (min vol, quality, momentum, value)
- World and all-world ETFs
- International developed markets ETFs
- Europe ETFs
- Emerging markets and Asia ETFs
- Technology and semiconductor ETFs
- US sector ETFs
- Real estate (REIT) ETFs
- Thematic ETFs
- US Treasury bond ETFs
- Inflation-linked bond ETFs
- Aggregate bond ETFs
- Corporate, high yield and municipal bond ETFs
- Cash and T-bill ETFs
- Gold and precious metals ETFs
- Oil, gas and commodity ETFs
- Bitcoin and crypto ETFs
- Leveraged and inverse ETFs
- Allocation and multi-asset ETFs
Source: MarketStack end-of-day prices, total return with dividends reinvested. Figures are historical and descriptive; they are not forecasts and not investment advice. MEDGE Capital does not recommend buying or selling any instrument. Risk disclaimer.