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Top U.S. Value ETFs For January

Value stocks have surged since November due to the hope that vaccines will be able to get us back to normal sooner rather than later. Although the pandemic is still a thorn in our side, once Georgia flipped its Senate seats to the Democrats, officially giving the party full control of the government’s executive and legislative branches for at least the next two years, value names skyrocketed. Because of this, 2021 could be the first year in over a decade where value outperforms growth. A Democrat-controlled government could potentially hurt growth stocks with higher taxes, while value stocks could pop thanks to more stimulus money. Investors can buy into Value ETFs for broad exposure to sectors that could benefit the most from economic stimulus and the world eventually reopening in 2021. These ETFs focus on quality and value through investable indexes of undervalued stocks that offer upside. Value investing is a tried and true long-term style of investing built especially for uncertain times such as now. Q.ai’s deep learning algorithms have identified several Top U.S. Value ETFs based on 90-day, 30-day, and 1-week fund flows. This month, we have two Top Buys, two Attractives, two Neutrals, and two Unattractive EF.

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Top Buy

iShares Russell 2000 Value ETF (IWN)

The first on the list of Top Buys is the iShares Russell 2000 Value ETF IWN . The Russell 2000 has surged since November, and looks to continue its breakneck pace- specifically with value stocks trading on the index. This ETF tracks a basket of undervalued small-cap stocks that trade on the Russell 2000. With the incoming Biden administration on top of a Democrat controlled Congress, further stimulus could send small-cap value stocks higher. In terms of AUM, the ETF is on the smaller side with $12,996,575,607.20 AUM. The ETF has seen consistently positive fund flows, with a fund flow of $1,530,645,170.00 over the last 90-days, a fund flow of $324,333,200.00 over the last 30-days, and a 1-week fund flow of $194,531,245.00. Its net expense ratio of 0.24% is pricier compared to other similar ETFs.     

iShares S&P Mid-Cap 400 Value ETF (IJJ)

The next Top Buy ETF on our list is the iShares S&P Mid-Cap 400 Value ETF IJJ . This ETF tracks an index of mid-cap value stocks, with top holdings consisting of familiar names such as Lear Corp LEA , Alleghany Corp Y , Owens Corning OC , East West Bancorp EWBC , and Reliance Steel. The ETF is smaller-sized and has $6,209,307,596.00 AUM. It has seen positive fund flows. The ETF has a 90-day fund flow of $5,017,782,855.00, 30-day fund flow of $360,540,970.00, and 1-week fund flow of $132,459,555.00. Its net expense ratio of 0.18% is decent. 

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Attractive

Vanguard Mid-Cap Value ETF (VOE)

The first Attractive ETF on our list is the Vanguard Mid-Cap Value ETF VOE . This is another ETF that tracks an index of mid-cap value stocks such as WEC Energy Group WEC , Eversource Energy, Willis Towers Watson, Motorola, and Clorox CLX . The ETF has $11,575,975,100.22 AUM and has seen positive fund flows over the last few months. The ETF has a 90-day fund flow of $522,155,964.43, 30-day fund flow of $165,443,692.05, and 1-week fund flow of $57,463,924.70. Its net expense ratio of .07% is also very reasonable.

iShares Edge MSCI U.S.A. Value Factor ETF (VLUE)

The iShares Edge MSCI U.S.A. Value Factor ETF VLUE  is our other Attractive ETF. This ETF aims to track an index of U.S. large-cap and mid-cap value stocks. In terms of AUM, this ETF is on the smaller side with $10,190,352,257.50. The ETF has also seen positive fund flows, with a 90-day fund flow of $1,536,301,945.00, 30-day fund flow of $652,403,780.00, and 1-week fund flow of $306,855,420.00. Its net expense ratio of .15% is also decent. 

Neutral

Vanguard Value ETF (VTV)

The first Neutral rated ETF is the Vanguard Value ETF VTV . This ETF aims to track an index of large-cap U.S. value stocks such as Berkshire Hathaway BRK.B , Johnson & Johnso JNJ n, Procter & Gamble PG , United Health, and JP Morgan. The ETF is mid-sized with $64,092,156,654.07 AUM, and has seen consistent fund flows. The ETF has a 90-day fund flow of $3,476,257,825.73, a 30-day fund flow of $1,263,575,518.21, and a 1-week fund flow of $427,010,693.74. Its net expense ratio of .04% is also very reasonable.

iShares Russell 1000 Value ETF (IWD)

The other Neutral ETF is the iShares Russell 1000 Value ETF IWD . This ETF is composed of both large-cap and mid-cap U.S. value stocks. The ETF is mid-sized with $45,383,486,511.00 AUM. The ETF has also witnessed mixed fund flows, with a 90-day fund flow of $1,996,213,375.00, 30-day fund flow of $418,243,270.00, and 1-week fund flow of -$28,323,200.00. Its net expense ratio of 0.2% is cheap, yet pricier than other ETFs on this week’s list.

Unattractive

Alpha Architect U.S. Quantitative Value ETF (QVAL)

The Alpha Architect U.S. Quantitative Value ETF QVAL is the first Unattractive ETF on our list. This ETF is a unique, fully automated ETF, that uses an algorithm to systematically select the cheapest high quality value stocks. The ETF’s automated stock selection process generally builds out a portfolio that holds between 40 and 50 stocks. This ETF has $144,401,700.00 AUM, and has seen inconsistent fund flows. It has a 90-day fund flow of $1,658,000.00, a 30-day fund flow of $587,200.00, and a 1-week fund flow of -$2,230,400.00. Its net expense ratio of 0.79% is also by far the most expensive on this list, and is not attractive.  

Schwab U.S. Large-Cap Value ETF (SCHV)

The other Unattractive ETF on our list is the Schwab U.S. Large-Cap Value ETF SCHV . The ETF aims to track the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index, and is on the smaller side with $8,341,020,176.14 AUM. The ETF has seen positive fund flows, with a 90-day fund flow of $392,485,813.15, 30-day fund flow of $263,711,942.40, and 1-week fund flow of $18,131,993.50. Its net expense ratio of .04% is very cheap and attractive.

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