iShares MSCI USA Value Factor ETF

VLUE

Market cap $11B

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the iShares MSCI USA Value Factor ETF (VLUE), a passively managed exchange traded fund launched on April 16, 2013.

VLUE has returned 7% in 2026, and is up 40% in the past 12 months—double the broad market's gain.

A smart beta exchange traded fund, the iShares MSCI USA Value Factor ETF (VLUE) debuted on 04/16/2013, and offers broad exposure to the Style Box - Large Cap Value category of the market.

After a prolonged rally throughout much of 2025—even in the face of mounting geopolitical uncertainty, shifting tariff policies, and more—the S&P 500 has cooled its momentum early in 2026. With the market moving increasingly erratically, the S&P is down about 2% year-to-date (YTD) overall.

Value ETFs pulled in $15.4 billion during February while growth strategies hemorrhaged $743 million, marking one of the sharpest reversals in investor sentiment since the post-pandemic rally began, according to State Street Global Advisors. Three of the largest value ETFs captured the bulk of these flows.

iShares MSCI USA Value Factor ETF (NYSEARCA:VLUE) targets a specific investor problem: capturing value stock outperformance without the concentration risk of individual stock picking.

Launched on April 16, 2013, the iShares MSCI USA Value Factor ETF (VLUE) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the iShares MSCI USA Value Factor ETF (VLUE) is a smart beta exchange traded fund launched on 04/16/2013.

iShares Edge MSCI USA Value Factor ETF delivered a stellar 34.03% total return in 2025, far outpacing the S&P 500's 18.91%. VLUE's sector-neutral, risk-controlled approach and composite valuation signals drove outperformance, especially by capturing strong performers like Micron Technology. VLUE's methodology shielded it from sector-specific risks and 'junk rallies,' outperforming all peer value ETFs in 2025 by a wide margin.

The iShares MSCI USA Value Factor ETF (VLUE) offers deep value exposure with unique sector-neutral approach, heavily overweighting technology versus traditional value funds. VLUE trades at a significant valuation discount to the Russell 1000 and its value ETF peers, but lags in growth metrics due to its holdings profile. Performance has been middling: VLUE underperforms the Russell 1000 and top value ETFs, with higher volatility and downside capture than value-focused peers.