Mid Cap Value Equities ETFs

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Top 10 ETFs are highlighted in green.

Definitive List Of Mid Cap Value Equities ETFs

This is a list of all US-traded ETFs that are currently included in the Mid Cap Value Equities ETFdb Category by the ETF Database staff. Each ETF is placed in a single "best fit" ETFdb Category; if you want to browse ETFs with more flexible selection criteria, visit our screener. To see more information of the Mid Cap Value Equities ETFs, click on one of the tabs above.

* Assets in thousands of U.S. Dollars. Assets and Average Volume as of 2014-11-21 20:19:02 UTC

Symbol Name Price Change Assets * ▼ Avg Vol YTD

Definitive Historical Return Data For Mid Cap Value Equities ETFs

The following table displays sortable historical return data for all ETFs currently included in the Mid Cap Value Equities ETFdb Category. For information on dividends, expenses, or technical indicators, click on one of the tabs above.

Symbol Name 1 Week 4 Week YTD 1 Year 3 Year 5 Year
IWS iShares Russell Mid-Cap Value ETF +1.44% +4.65% +13.78% +16.87% +85.99% +131.48%
IJJ iShares S&P Mid-Cap 400 Value ETF +0.99% +4.46% +10.57% +13.33% +81.49% +121.81%
VOE Mid-Cap Value ETF +1.80% +5.25% +12.83% +16.83% +87.14% +131.31%
DON MidCap Dividend Fund +0.94% +3.98% +13.08% +15.99% +79.93% +135.98%
EZM MidCap Earnings Fund +0.66% +4.83% +7.66% +11.24% +83.67% +142.02%
JKI iShares Morningstar Mid-Cap Value ETF +1.74% +4.41% +10.56% +13.99% +91.07% +124.76%
RFV S&P Midcap 400 Pure Value +1.60% +5.09% +7.14% +9.80% +80.90% +119.63%
WBIC WBI SMID Tactical Yield Shares +0.04% +2.21% n/a n/a n/a n/a
MDYV SPDR S&P 400 Mid Cap Value ETF +1.03% +4.68% +10.67% +13.49% +76.78% +117.18%
IVOV S&P Mid-Cap 400 Value ETF +1.07% +4.64% +10.66% +13.48% +81.68% n/a
WBID WBI SMID Tactical Select Shares +0.78% +1.95% n/a n/a n/a n/a
WBIB WBI SMID Tactical Value Shares +1.32% +4.99% n/a n/a n/a n/a
FNK Mid Cap Value AlphaDEX Fund +1.07% +4.59% +6.03% +9.10% +74.86% n/a
PXMV RAFI Fundamental Pure Mid Value Portfolio +1.44% +5.54% +11.79% +15.43% +93.55% +119.67%

Definitive List Of Cheapest Mid Cap Value Equities ETFs

The following table displays sortable expense ratio and commission free trading information for all ETFs currently included in the Mid Cap Value Equities ETFdb Category.

Symbol Name ETFdb Category Inception ER Commission Free
IWS iShares Russell Mid-Cap Value ETF Mid Cap Value Equities 2001-07-17 0.28% TD Ameritrade
IJJ iShares S&P Mid-Cap 400 Value ETF Mid Cap Value Equities 2000-07-24 0.27% Fidelity
VOE Mid-Cap Value ETF Mid Cap Value Equities 2006-08-17 0.09% 2 Platforms
DON MidCap Dividend Fund Mid Cap Value Equities 2006-06-16 0.38% E*TRADE
EZM MidCap Earnings Fund Mid Cap Value Equities 2007-02-23 0.38% E*TRADE
JKI iShares Morningstar Mid-Cap Value ETF Mid Cap Value Equities 2004-06-28 0.30% Not Available
RFV S&P Midcap 400 Pure Value Mid Cap Value Equities 2006-03-01 0.38% Charles Schwab
WBIC WBI SMID Tactical Yield Shares Mid Cap Value Equities 2014-08-27 1.00% Not Available
MDYV SPDR S&P 400 Mid Cap Value ETF Mid Cap Value Equities 2005-08-11 0.25% Charles Schwab
IVOV S&P Mid-Cap 400 Value ETF Mid Cap Value Equities 2010-09-07 0.20% Vanguard
WBID WBI SMID Tactical Select Shares Mid Cap Value Equities 2014-08-27 1.00% Not Available
WBIB WBI SMID Tactical Value Shares Mid Cap Value Equities 2014-08-27 1.00% Not Available
FNK Mid Cap Value AlphaDEX Fund Mid Cap Value Equities 2011-04-19 0.70% Not Available
PXMV RAFI Fundamental Pure Mid Value Portfolio Mid Cap Value Equities 2005-03-03 0.39% Not Available

Definitive List Of Highest Yielding Mid Cap Value Equities ETFs

The following table includes sortable dividend information on all ETFs in the Mid Cap Value Equities ETFdb Category, including yield, dividend date, and beta.

Symbol Name Annual Dividend Rate Dividend Date Dividend Annual Dividend Yield % P/E Ratio Beta
IWS iShares Russell Mid-Cap Value ETF $1.29 2014-09-24 $0.24 1.77% 13.88 0.98
IJJ iShares S&P Mid-Cap 400 Value ETF $1.89 2014-09-24 $0.49 1.49% 17.61 1.01
VOE Mid-Cap Value ETF $1.22 2014-03-25 $0.02 1.37% 15.17 1.02
DON MidCap Dividend Fund $1.68 2014-10-27 $0.21 2.04% 16.08 0.90
EZM MidCap Earnings Fund $0.98 2014-09-22 $0.28 1.06% 16.27 1.12
JKI iShares Morningstar Mid-Cap Value ETF $2.33 2014-09-24 $0.62 1.88% 10.84 0.94
RFV S&P Midcap 400 Pure Value $0.60 2014-09-19 $0.17 1.13% 14.22 1.14
WBIC WBI SMID Tactical Yield Shares $0.03 2014-09-25 $0.03 0.11% n/a 0.37
MDYV SPDR S&P 400 Mid Cap Value ETF $1.29 2014-09-19 $0.35 1.50% 17.62 0.97
IVOV S&P Mid-Cap 400 Value ETF $0.74 2013-12-20 $0.74 0.77% 17.51 0.97
WBID WBI SMID Tactical Select Shares $0.02 2014-09-25 $0.02 0.09% n/a 0.46
WBIB WBI SMID Tactical Value Shares $0.04 2014-09-25 $0.04 0.15% n/a 0.48
FNK Mid Cap Value AlphaDEX Fund $0.28 2014-09-23 $0.10 0.90% 14.67 1.11
PXMV RAFI Fundamental Pure Mid Value Portfolio $0.37 2014-09-19 $0.10 1.34% 16.08 1.07

Definitive List Of Mid Cap Value Equities ETF Holdings

The following table includes basic holdings information for each ETF in the Mid Cap Value Equities, including number of holdings and percentage of assets included in the top ten holdings. To see more detailed holdings information for any ETF, click the link in the right column.

Symbol Name # of Holdings % In Top 10 Complete
IWS iShares Russell Mid-Cap Value ETF 571 7.40% View
IJJ iShares S&P Mid-Cap 400 Value ETF 291 10.44% View
VOE Mid-Cap Value ETF 205 10.92% View
DON MidCap Dividend Fund 389 11.16% View
EZM MidCap Earnings Fund 604 6.91% View
JKI iShares Morningstar Mid-Cap Value ETF 198 11.85% View
RFV S&P Midcap 400 Pure Value 93 23.03% View
WBIC WBI SMID Tactical Yield Shares 17 34.50% View
MDYV SPDR S&P 400 Mid Cap Value ETF 291 10.45% View
IVOV S&P Mid-Cap 400 Value ETF 292 10.23% View
WBID WBI SMID Tactical Select Shares 17 33.83% View
WBIB WBI SMID Tactical Value Shares 23 38.82% View
FNK Mid Cap Value AlphaDEX Fund 155 11.67% View
PXMV RAFI Fundamental Pure Mid Value Portfolio 243 10.12% View

Guide To Mid Cap Value Equities ETF Tax Rates

The following table displays sortable tax data for all ETFs currently included in the Mid Cap Value Equities ETFdb Category. To see information on dividends, expenses, or technicals, click on one of the other tabs above.

Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
IWS iShares Russell Mid-Cap Value ETF 35% 15% 1099
IJJ iShares S&P Mid-Cap 400 Value ETF 35% 15% 1099
VOE Mid-Cap Value ETF 35% 15% 1099
DON MidCap Dividend Fund 35% 15% 1099
EZM MidCap Earnings Fund 35% 15% 1099
JKI iShares Morningstar Mid-Cap Value ETF 35% 15% 1099
RFV S&P Midcap 400 Pure Value 35% 15% 1099
WBIC WBI SMID Tactical Yield Shares 35% 15% 1099
MDYV SPDR S&P 400 Mid Cap Value ETF 35% 15% 1099
IVOV S&P Mid-Cap 400 Value ETF 35% 15% 1099
WBID WBI SMID Tactical Select Shares 35% 15% 1099
WBIB WBI SMID Tactical Value Shares 35% 15% 1099
FNK Mid Cap Value AlphaDEX Fund 35% 15% 1099
PXMV RAFI Fundamental Pure Mid Value Portfolio 35% 15% 1099

Technical Indicators For Every Mid Cap Value Equities ETF

The following table contains sortable technical indicators for all ETFs in the Mid Cap Value Equities ETFdb Category. For more detailed technical metrics on any of these ETFs, click the "View" link in the right column.

Symbol Name Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced
IWS iShares Russell Mid-Cap Value ETF $70.80 $74.19 $73.55 $74.15 65 View
IJJ iShares S&P Mid-Cap 400 Value ETF $122.44 $128.20 $126.63 $127.78 63 View
VOE Mid-Cap Value ETF $85.78 $90.41 $89.68 $90.38 67 View
DON MidCap Dividend Fund $80.15 $83.80 $82.53 $83.61 65 View
EZM MidCap Earnings Fund $88.90 $93.46 $91.78 $93.12 62 View
JKI iShares Morningstar Mid-Cap Value ETF $119.57 $125.22 $124.33 $125.21 64 View
RFV S&P Midcap 400 Pure Value $51.42 $54.12 $53.68 $54.16 62 View
WBIC WBI SMID Tactical Yield Shares $24.50 $25.12 $24.96 $25.02 57 View
MDYV SPDR S&P 400 Mid Cap Value ETF $83.24 $87.22 $86.16 $87.00 63 View
IVOV S&P Mid-Cap 400 Value ETF $93.07 $97.53 $96.55 $97.13 64 View
WBID WBI SMID Tactical Select Shares $24.14 $24.60 $24.59 $24.62 56 View
WBIB WBI SMID Tactical Value Shares $24.17 $25.32 $25.16 $25.38 67 View
FNK Mid Cap Value AlphaDEX Fund $29.99 $31.43 $31.13 $31.35 60 View
PXMV RAFI Fundamental Pure Mid Value Portfolio $26.11 $27.60 $27.37 $27.50 64 View

Analyst Ratings For Every Mid Cap Value Equities ETF

The following table includes ETFdb Ratings for all ETFs in the Mid Cap Value Equities. The ETFdb Ratings are transparent, quant-based scores designed to assess the relative merits of potential investments. ETFs are ranked on up to six metrics, as well as an Overall Rating. Certain metrics are available only to ETFdb Pro members; sign up for a free 14-day trial for complete access

Symbol Liquidity Expenses Performance Volatility Dividend Concentration Realtime
Overall
IWS
A+
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IJJ
A
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
VOE
A
A+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
DON
A-
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
EZM
B+
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
JKI
B-
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
RFV
B+
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
WBIC
n/a
C
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
MDYV
C+
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IVOV
C
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
WBID
n/a
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
WBIB
n/a
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
FNK
A-
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PXMV
B
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only

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