Next-Most-Popular Value ETFs
This ETF has net creations so far this year of $954 million. It also tracks a CRSP index that looks at five value metrics to select and weight stocks. Combine that with its small-cap status, and you’ve got a multifactor approach to value investing. The fund has $11.1 billion in AUM and an expense ratio of 0.07%.
This fund has year-to-date net creations of $816 million. IUSV is part of iShares’ low-cost Core lineup of funds—it has an expense ratio of only 0.05%, and $2.13 billion in AUM. The strategy looks at the three value factors in order to select and weight securities.
Most Popular Growth ETFs
IVW has net creations so far in 2017 of $1.14 billion. With $18 billion in AUM, it isn’t the only iShares growth ETF capturing assets this year. The firm’s iShares Core S&P U.S. Growth ETF (IUSG) has gathered a 2017 net so far of $945 million, boosting it to a $2.5 billion fund.
However, IVW is a veteran in the space, having come to market in 2000. It has a fundamental security selection methodology that looks at three growth metrics within the universe of the S&P 500. IVW has an expense ratio of 0.18%.
This ETF has year-to-date net creations of $1.08 billion. It is a massive fund, with $27.7 billion in AUM, and a price tag that’s very competitive—just 0.06%. The fund looks at six growth metrics when picking stocks, and it’s also massively liquid and popular with long-term investors.