24/7 Wall Street
05 Jun 2026, 12:35 UTC · 2h ago
3 Value ETFs Beating the Market With 3 Very Different Playbooks
24/7 Wall Street
05 Jun 2026, 12:35 UTC · 2h ago
Story key points
3 claims · impact-rated
The value factor has outperformed growth over the past year due to higher-for-longer interest rates and a rotation away from mega-cap leadership. — A regime shift from growth to value suggests a broad reallocation of capital and a change in the types of stocks driving market returns.
+0.60Avantis U.S. Large Cap Value ETF (AVLV) and Avantis U.S. Small Cap Value ETF (AVUV) have beaten the S&P 500 year-to-date, returning approximately 21% and 19% respectively. — Strong performance in value-tilted ETFs indicates increasing investor appetite for profitability filters and undervalued assets over momentum.
+0.40The Schwab Fundamental U.S. Large Company ETF (FNDX) uses fundamental weighting based on sales and cash flow to mechanically trim overpriced stocks and add undervalued ones. — While providing a diversification tool against mega-cap concentration, the impact is a structural portfolio adjustment rather than a market-moving catalyst.
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Ticker attribution
Model heads
Mentioned as a historical success story for a top AI analyst.
Mentioned as a holding in the AVUV fund without specific sentiment regarding its individual performance.
Mentioned as a holding in the AVUV fund without specific sentiment regarding its individual performance.
Mentioned as a holding in the AVUV fund without specific sentiment regarding its individual performance.
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