Finally! A Value ETF Tripled the S&P 500's Return And Investors Can Take A Victory Lap

"With $9.6 billion in net assets and a 0.15% expense ratio, the fund provides institutional-grade access to systematic value investing at a fraction of active management costs. The timing matters now because value has sharply outpaced growth in recent months. VLUE posted a 38.25% one-year return through February 17, 2026, more than tripling the SPDR S&P 500 ETF Trust ( NYSEARCA:SPY)'s performance."

"VLUE's return engine operates through factor-based selection rather than traditional market-cap weighting. The fund tracks the MSCI USA Enhanced Value Index, screening for stocks with low price-to-book, price-to-earnings, and price-to-sales ratios. This methodology produces an unexpected result: Information Technology commands 35.1% of the portfolio, led by semiconductor stocks like Micron Technology ( NASDAQ:MU) and Intel ( NASDAQ:INTC). This tech-heavy allocation means VLUE behaves differently than traditional value funds-it generates returns from business fundamentals improving faster than market expectations, not from dividends."

"VLUE's recent performance validates its value mandate during market rotations. The fund captured a 10.52% year-to-date gain through mid-February while SPY remained essentially flat, demonstrating how factor-based strategies can outperform during style shifts. This outperformance reflects a broader pattern where VLUE's methodology positions it between pure value approaches like Vanguard Value ETF ( NYSEARCA:VTV) and broad market exposure-capturing value premiums while maintaining exposure to secular growth s"

VLUE targets capturing value-stock outperformance while avoiding single-stock concentration by tracking the MSCI USA Enhanced Value Index. The fund holds $9.6 billion in net assets and charges a 0.15% expense ratio, offering institutional-style factor exposure at low cost. VLUE returned 38.25% over one year through February 17, 2026, substantially outpacing SPY, and gained 10.52% year-to-date through mid-February while SPY was flat. The index screens for low price-to-book, price-to-earnings, and price-to-sales ratios, resulting in a 35.1% allocation to Information Technology and a 1.91% yield reflecting earnings-focused, growth-oriented value.

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