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VLUEiShares MSCI USA Value Factor ETF

Grow my money#118 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks with value characteristics.

iShares · Since 2013 (13 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$10.0B

#236 out of 5,332 ETFs

Dividend Yield

2.00%

Track Record

13 years

#1082 out of 5,332 ETFs

Performance

1 Year

+67.8%

3 Years

+26.7%

5 Years

+13.0%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
value

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Technology
37.4%
Financial Services
11.2%
Communication
10.2%
Healthcare
9.6%
Consumer Cyclical
9.3%
Industrials
7.9%
Consumer Defensive
4.7%
Energy
3.7%
Other
6.0%

Top holdings

Micron Technology IncMU8.9%
Cisco Systems IncCSCO5.3%
Intel CorpINTC5.1%
Applied Materials IncAMAT3.7%
General Motors CoGM3.6%
AT&T IncT3.3%
Verizon Communications IncVZ3.2%
Merck & Co IncMRK2.0%
Citigroup IncC2.0%
Bank of America CorpBAC2.0%

Risk profile

Volatility (1Y)

15.8%

Moderate

Max drawdown

-39.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.34

Excellent risk-adjusted returns

Sortino (3Y)

2.02

Good downside protection

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Data updated on 2026-05-05