Russell 2500 Value Index

Index Description

The index represents the performance of small to mid-cap value companies within the US.

ETFs Tracking The Russell 2500 Value Index - ETF List

ETFs tracking the Russell 2500 Value Index are presented in the following table.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single 'best-fit' ETFdb Category. Other ETFs in the Mid Cap Value Equities ETFdb Category are presented in the following table.

Symbol Name Price Change Assets * ▼ Avg Vol YTD

ETFs Tracking The Russell 2500 Value Index - ETF Returns

The following table presents historical return data for ETFs tracking the Russell 2500 Value Index.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

Historical return data for other ETFs in the Mid Cap Value Equities ETFdb Category is presented in the following table.

Symbol Name 1 Week 4 Week YTD 1 Year 3 Year 5 Year
IWS iShares Russell Mid-Cap Value ETF +0.25% -0.45% +10.48% +20.57% +65.10% +153.53%
IJJ iShares S&P Mid-Cap 400 Value ETF -0.44% -2.05% +7.73% +17.23% +61.40% +139.35%
VOE Mid-Cap Value ETF +0.46% -0.07% +8.92% +21.89% +67.36% +155.11%
DON MidCap Dividend Fund -0.04% -1.15% +9.03% +18.96% +63.92% +167.07%
EZM MidCap Earnings Fund -0.50% -2.20% +5.02% +18.96% +64.65% +165.74%
JKI iShares Morningstar Mid-Cap Value ETF +0.22% -0.78% +8.83% +21.47% +70.94% +152.10%
MDYV SPDR S&P 400 Mid Cap Value ETF -0.46% -1.97% +7.78% +17.20% +60.60% +142.48%
RFV S&P Midcap 400 Pure Value -0.66% -1.43% +4.89% +15.62% +63.84% +153.15%
FNK Mid Cap Value AlphaDEX Fund -0.67% -3.05% +5.28% +17.49% +63.75% n/a
IVOV S&P Mid-Cap 400 Value ETF -0.48% -2.10% +7.80% +17.46% +60.34% n/a
PXMV RAFI Fundamental Pure Mid Value Portfolio -0.07% -0.70% +9.78% +22.15% +73.31% +137.47%

ETFs Tracking The Russell 2500 Value Index - ETF Expenses

The following table presents expense information for ETFs tracking the Russell 2500 Value Index.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

Expense information for other ETFs in the Mid Cap Value Equities ETFdb Category is presented in the following table.

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
MDYV SPDR S&P 400 Mid Cap Value ETF Mid Cap Value Equities 2005-08-11 0.25% Charles Schwab
RFV S&P Midcap 400 Pure Value Mid Cap Value Equities 2006-03-01 0.38% Not Available
FNK Mid Cap Value AlphaDEX Fund Mid Cap Value Equities 2011-04-19 0.70% Not Available
IVOV S&P Mid-Cap 400 Value ETF Mid Cap Value Equities 2010-09-07 0.20% Vanguard
PXMV RAFI Fundamental Pure Mid Value Portfolio Mid Cap Value Equities 2005-03-03 0.39% Not Available

ETFs Tracking The Russell 2500 Value Index - ETF Dividends

The following table presents dividend information for ETFs tracking the Russell 2500 Value Index, including yield and dividend date.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

Dividend information for other ETFs in the Mid Cap Value Equities ETFdb Category is presented in the following table.

Symbol Name Annual Dividend Rate Dividend Date Dividend Annual Dividend Yield % P/E Ratio Beta
IWS iShares Russell Mid-Cap Value ETF $1.26 2014-07-02 $0.36 1.75% 13.88 0.94
IJJ iShares S&P Mid-Cap 400 Value ETF $1.83 2014-06-24 $0.45 1.47% 17.61 1.01
VOE Mid-Cap Value ETF $1.22 2014-03-25 $0.02 1.41% 15.17 0.95
DON MidCap Dividend Fund $1.54 2014-06-23 $0.17 1.91% 16.08 0.89
EZM MidCap Earnings Fund $0.85 2014-06-23 $0.24 0.94% 16.27 1.30
JKI iShares Morningstar Mid-Cap Value ETF $2.25 2014-06-24 $0.46 1.83% 10.84 0.92
MDYV SPDR S&P 400 Mid Cap Value ETF $1.24 2014-06-20 $0.34 1.47% 17.62 1.02
RFV S&P Midcap 400 Pure Value $0.56 2014-06-20 $0.16 1.06% 14.22 -1.22
FNK Mid Cap Value AlphaDEX Fund $0.23 2014-06-24 $0.05 0.75% 14.67 -1.16
IVOV S&P Mid-Cap 400 Value ETF $0.74 2013-12-20 $0.74 0.79% 17.51 1.04
PXMV RAFI Fundamental Pure Mid Value Portfolio $0.34 2014-06-20 $0.10 1.25% 16.08 1.10

ETFs Tracking The Russell 2500 Value Index - ETF Holdings

The following table presents holdings data for all ETFs tracking the Russell 2500 Value Index. For more detailed holdings data for an ETF click the 'View' link in the right column.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

Holdings data for other ETFs in the Mid Cap Value Equities ETFdb Category is presented in the following table.

Symbol Name # of Holdings % In Top 10 Complete
IWS iShares Russell Mid-Cap Value ETF 561 6.99% View
IJJ iShares S&P Mid-Cap 400 Value ETF 291 10.19% View
VOE Mid-Cap Value ETF 204 11.06% View
DON MidCap Dividend Fund 391 10.72% View
EZM MidCap Earnings Fund 607 7.43% View
JKI iShares Morningstar Mid-Cap Value ETF 199 10.82% View
MDYV SPDR S&P 400 Mid Cap Value ETF 292 10.28% View
RFV S&P Midcap 400 Pure Value 95 21.84% View
FNK Mid Cap Value AlphaDEX Fund 167 11.08% View
IVOV S&P Mid-Cap 400 Value ETF 291 10.47% View
PXMV RAFI Fundamental Pure Mid Value Portfolio 241 9.41% View

ETFs Tracking The Russell 2500 Value Index - ETF Tax Rates

The following table presents sortable tax data for ETFs currently tracking the Russell 2500 Value Index.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

Tax Rate data for other ETFs in the Mid Cap Value Equities ETFdb Category is presented in the following table.

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
MDYV SPDR S&P 400 Mid Cap Value ETF 35% 15% 1099
RFV S&P Midcap 400 Pure Value 35% 15% 1099
FNK Mid Cap Value AlphaDEX Fund 35% 15% 1099
IVOV S&P Mid-Cap 400 Value ETF 35% 15% 1099
PXMV RAFI Fundamental Pure Mid Value Portfolio 35% 15% 1099

ETFs Tracking The Russell 2500 Value Index - ETF Technicals

The following table presents certain technical indicators for ETFs tracking the Russell 2500 Value Index. To see complete technical metrics click the 'View' link in the right column.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

Techincal information for other ETFs in the Mid Cap Value Equities ETFdb Category is presented in the following table.

Symbol Name Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced
IWS iShares Russell Mid-Cap Value ETF $71.39 $72.57 $71.62 $72.13 55 View
IJJ iShares S&P Mid-Cap 400 Value ETF $123.70 $127.70 $123.77 $124.68 49 View
VOE Mid-Cap Value ETF $86.21 $87.48 $86.55 $87.11 56 View
DON MidCap Dividend Fund $80.40 $81.88 $80.45 $80.95 52 View
EZM MidCap Earnings Fund $89.88 $93.29 $90.04 $90.74 48 View
JKI iShares Morningstar Mid-Cap Value ETF $122.46 $124.69 $123.09 $123.56 55 View
MDYV SPDR S&P 400 Mid Cap Value ETF $84.15 $86.84 $84.35 $84.78 49 View
RFV S&P Midcap 400 Pure Value $52.71 $54.32 $52.72 $53.03 48 View
FNK Mid Cap Value AlphaDEX Fund $30.90 $32.35 $30.97 $31.17 45 View
IVOV S&P Mid-Cap 400 Value ETF $93.75 $96.85 $93.97 $94.44 49 View
PXMV RAFI Fundamental Pure Mid Value Portfolio $26.85 $27.42 $26.89 $27.09 53 View

ETFs Tracking The Russell 2500 Value Index - ETF Analysis

The following table presents links to in-depth analysis for ETFs tracking the Russell 2500 Value Index.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

Links to analysis of other ETFs in the Mid Cap Value Equities ETFdb Category is presented in the following table.

Symbol Name Fact Sheet ETF Holdings Chart ETF Home Page Head-To-Head
IWS iShares Russell Mid-Cap Value ETF View View View View View
IJJ iShares S&P Mid-Cap 400 Value ETF View View View View View
VOE Mid-Cap Value ETF View View View View View
DON MidCap Dividend Fund View View View View View
EZM MidCap Earnings Fund View View View View View
JKI iShares Morningstar Mid-Cap Value ETF View View View View View
MDYV SPDR S&P 400 Mid Cap Value ETF View View View View View
RFV S&P Midcap 400 Pure Value View View View View View
FNK Mid Cap Value AlphaDEX Fund View View View View View
IVOV S&P Mid-Cap 400 Value ETF View View View View View
PXMV RAFI Fundamental Pure Mid Value Portfolio View View View View View

ETFs Tracking The Russell 2500 Value Index - ETFdb Realtime Ratings

The following table presents a proprietary ETFdb rating for ETFs tracking the Russell 2500 Value Index.

We're sorry, there are no active ETFs associated with this index.

ETFs Tracking Other Mid Cap Value Equities

Links to a proprietary ETFdb rating for other ETFs in the Mid Cap Value Equities ETFdb Category is presented in the following table.

Symbol Liquidity Expenses Performance Volatility Dividend Concentration Realtime
Overall
IWS
A+
B+
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-
A-
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
RFV
B+
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
FNK
A-
C
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
PXMV
B
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only

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