iShares Russell Mid-Cap Value ETF

IWS

Market cap $14.9B

As geopolitical risks rise and volatility lingers, value investing stands out as an attractive strategy. Look at ETFs to simplify the implementation of the strategy.

The iShares Russell Mid-Cap Value ETF (IWS) was launched on July 17, 2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.

Vanguard Mid-Cap Value ETF (VOE) is rated a buy due to its lower fees, higher quality holdings, and superior performance versus IWS. VOE offers a focused portfolio with better value metrics, higher dividend yield, and lower volatility compared to the more diversified but costlier IWS. IWS is rated hold, as its only advantage is greater diversification, which does not outweigh its higher expense ratio and weaker performance.

If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on July 17, 2001.

Amid market uncertainty and overvalued equities, value investing with ETFs offer a safer, long-term path to steady returns.

The iShares Russell Mid-Cap Value ETF (IWS) was launched on July 17, 2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.

Launched on 07/17/2001, the iShares Russell Mid-Cap Value ETF (IWS) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.

IWS underperforms similar mid-cap value ETFs, making it less attractive compared to peers like IWR, IJJ, and RFV. The fund's simplistic value criteria and marginal portfolio differences fail to deliver superior risk-adjusted returns or meaningful outperformance. Given lackluster returns, minimal differentiation, and macro risks, iShares Russell Mid-Cap Value ETF is not a recommended investment versus other mid-cap ETF alternatives.

Mid-caps offer a unique balance between growth and stability, diversification benefits and potential for undervalued opportunities.

Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on 07/17/2001.