Three S&P 500 Value ETFs Beating Some Growth Rivals in 2026 and Most Investors Are Still Looking the Other Way

Large-cap value has begun outperforming large-cap growth for the first sustained stretch in years. Through mid-May, value indexes are running ahead of growth peers, and three ETFs provide clean exposure to the S&P 500 Value Index by screening the same 500 companies using book-to-price, earnings-to-price, and sales-to-price ratios. Differences among the ETFs come from cost, scale, and minor methodology variations that can compound over time. Performance has been positive year to date, with VOOV, SPYV, and IVE each up about 6%, and about 19% over the trailing year. The shift is supported by reduced mega-cap growth concentration, stronger energy and financials within value as rates remain higher, and more resilient earnings revisions for traditional cyclicals versus unprofitable tech.

"Through mid-May, large-cap value indexes are running ahead of several large-cap growth peers for the first sustained stretch in years, and the three cleanest vehicles for capturing it are Vanguard S&P 500 Value Index Fund ETF Shares (NYSEARCA:VOOV | VOOV Price Prediction), SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV), and iShares S&P 500 Value ETF (NYSEARCA:IVE). All three track variants of the S&P 500 Value Index, screening the same 500 companies on book-to-price, earnings-to-price, and sales-to-price ratios."

"The differences sit in cost, scale, and small methodology quirks that compound over years. Most investors are still parked in growth funds and looking the other way, which is exactly what makes the setup interesting. Why Value Is Working in 2026 The backdrop is straightforward. Mega-cap growth concentration has loosened, the energy and financials weight inside value indexes is paying off as rates stay higher for longer, and earnings revisions for traditional cyclicals have held up better than for unprofitable tech."

"WisdomTree's research desk described early 2026 as a sharp rotation into value followed by a growth rebound in late April, which is consistent with what these three funds have delivered. Year to date, VOOV is up about 6%, SPYV is up roughly 6%, and IVE is up around 6%. Over the trailing year, each has returned close to 19%, which has quietly beaten several pure growth ETFs that loaded up on the same handful of AI names."

"VOOV is the cleanest expression of the S&P 500 Value Index for investors who want Vanguard's structure and tax efficiency. The fund charges an expense ratio of 0.08% and manages about $5.8 billion in net assets, which is large enough for tight spreads but smaller than its iShares competitor."

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