Is iShares MSCI USA Value Factor ETF (VLUE) a Strong ETF Right Now?

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The iShares MSCI USA Value Factor ETF (VLUE) made its debut on 04/16/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the ...

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these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.By attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such.So far this year, VLUE has gaine","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4550":"红杉资本持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4115":"综合电信业务","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SCHD":"Schwab US Dividend Equity ETF","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","BK4581":"高盛持仓","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4560":"网络安全概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","CSCO":"思科","LU1599440770.SGD":"FIDELITY GLOBAL DIVIDEND \"A\" (SGDHDG) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4507":"流媒体概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","T":"美国电话电报","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","MSCI":"MSCI Inc","FDN":"First Trust Dow Jones Internet I","BK4533":"AQR资本管理(全球第二大对冲基金)","IBM":"IBM","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","BK4575":"芯片概念","VLUE":"iShares MSCI USA Value Factor ETF","VTV":"Vanguard Value ETF","BK4020":"通信设备","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4538":"云计算","LU0234572021.USD":"高盛美国核心股票组合Acc"},"translate_title":"iShares MSCI美国价值因子ETF(VLUE)目前是一只强劲的ETF吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VTV":1,"IBM":1,"FDN":1,"CSCO":1,"MSCI":1,"SCHD":1,"T":1,"VLUE":1},"content_text":"The iShares MSCI USA Value Factor ETF (VLUE) made its debut on 04/16/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.\nWhat Are Smart Beta ETFs?\nThe ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.\nBecause market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.\nBut, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.\nBy attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such.\nThis area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results.\nFund Sponsor & Index\nThe fund is sponsored by Blackrock. It has amassed assets over $7.05 billion, making it one of the larger ETFs in the Style Box - Large Cap Value. Before fees and expenses, VLUE seeks to match the performance of the MSCI USA Enhanced Value Index.\nThe MSCI USA Enhanced Value Index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index which includes U.S. large and mid capitalization stocks.\nCost & Other Expenses\nCost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same.\nOperating expenses on an annual basis are 0.15% for VLUE, making it one of the least expensive products in the space.\nVLUE's 12-month trailing dividend yield is 2.55%.\nSector Exposure and Top Holdings\nEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.\nRepresenting 29.70% of the portfolio, the fund has heaviest allocation to the Information Technology sector; Financials and Healthcare round out the top three.\nWhen you look at individual holdings, Cisco Systems Inc (CSCO) accounts for about 6.04% of the fund's total assets, followed by At&t Inc (T) and International Business Machines Co (IBM).\nThe top 10 holdings account for about 34.92% of total assets under management.\nPerformance and Risk\nSo far this year, VLUE has gained about 10.12%, and is up about 28.62% in the last one year (as of 10/24/2024). During this past 52-week period, the fund has traded between $85.95 and $111.14.\nVLUE has a beta of 1.01 and standard deviation of 17.45% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 153 holdings, it effectively diversifies company-specific risk.\nAlternatives\nIShares MSCI USA Value Factor ETF is an excellent option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.\nSchwab U.S. Dividend Equity ETF (SCHD) tracks Dow Jones U.S. Dividend 100 Index and the Vanguard Value ETF (VTV) tracks CRSP U.S. Large Cap Value Index. Schwab U.S. Dividend Equity ETF has $63.01 billion in assets, Vanguard Value ETF has $129.15 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%.\nInvestors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value.\nBottom Line\nTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\niShares MSCI USA Value Factor ETF (VLUE): ETF Research Reports\nAT&T Inc. (T) : Free Stock Analysis Report\nInternational Business Machines Corporation (IBM) : Free Stock Analysis Report\nCisco Systems, Inc. (CSCO) : Free Stock Analysis Report\nVanguard Value ETF (VTV): ETF Research Reports\nSchwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2477680301"}