In this article, we discuss the 5 best value ETFs to invest in now. If you want to read about some more value ETFs, go directly to 10 Best Value ETFs to Invest in Now.
5. Vanguard Russell 1000 Value Index Fund (NASDAQ:VONV)
Vanguard Russell 1000 Value Index Fund (NASDAQ:VONV) is an exchange traded fund that follows the returns of the Russell 1000 Value Index. The index measures the performance of the largest value stocks that trade on exchanges in the United States.
A premier holding of the Vanguard Russell 1000 Value Index Fund (NASDAQ:VONV) is Johnson & Johnson (NYSE:JNJ), a firm that markets healthcare products. At the end of the fourth quarter of 2021, 83 hedge funds in the database of Insider Monkey held stakes worth $7.3 billion in Johnson & Johnson (NYSE:JNJ), compared to 88 in the previous quarter worth $6.8 billion.
4. iShares MSCI USA Value Factor ETF (BATS:VLUE)
iShares MSCI USA Value Factor ETF (BATS:VLUE) is an exchange traded fund that invests at least 90% of net assets securities on the MSCI USA Index. The index comprises mid and large cap securities in the US. The fund can also invest in futures, options and swap contracts, cash and cash equivalents.
iShares MSCI USA Value Factor ETF (BATS:VLUE) has invested heavily in AT&T Inc. (NYSE:T), a technology and communications firm. At the end of the fourth quarter of 2021, 70 hedge funds in the database of Insider Monkey held stakes worth $4.9 billion in AT&T Inc. (NYSE:T), compared to 66 in the preceding quarter worth $3.2 billion.
In its Q4 2021 investor letter, Weitz Investment Management, an asset management firm, highlighted a few stocks and AT&T Inc. (NYSE:T) was one of them. Here is what the fund said:
“After several quarters of pandemic-induced outsized growth, new broadband connection growth has slowed for U.S. cable operators. This slower growth has coincided with a renewed push by competitors like Verizon and AT&T Inc. (NYSE:T) to offer high-speed data (either via wireless connects or by building new fiber-optic networks).”
3. JPMorgan U.S. Value Factor ETF (NYSE:JVAL)
JPMorgan U.S. Value Factor ETF (NYSE:JVAL) is an exchange traded fund that invests at least 90% of net assets in an index that tracks the performance of companies based on metrics such as attractive valuations, book yield, earnings yield, dividend yield, and cash flow yield.
One of the biggest holdings of the JPMorgan U.S. Value Factor ETF (NYSE:JVAL) is Microsoft Corporation (NASDAQ:MSFT), a diversified technology firm. Among the hedge funds being tracked by Insider Monkey, Washington-based investment firm Fisher Asset Management is a leading shareholder in Microsoft Corporation (NASDAQ:MSFT) with 26.8 million shares worth more than $9 billion.
In its Q4 2021 investor letter, Vulcan Value Partners, an investment management firm, highlighted a few stocks and Microsoft Corporation (NASDAQ:MSFT) was one of them. Here is what the fund said:
“Microsoft Corporation (NASDAQ:MSFT) was a material contributor during the quarter. It is one of the highest quality companies in the world. We believe it has tremendous competitive advantages in its consumer and commercial Microsoft Office products as well as in its server and tools and Azure divisions. Over the last several years, Microsoft Corporation (NASDAQ:MSFT) has been implementing a successful transition from a traditional software license and maintenance revenue model to a subscription revenue model. The company remains competitively entrenched, produces strong free cash flow, and has a strong balance sheet.”
2. iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)
iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) is an exchange traded fund that invests at least 80% of total assets in securities on the S&P 900 Value Index. The index comprises large and mid-cap firms trading on exchanges in the US that exhibit value characteristics.
A flagship holding of the iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) is Exxon Mobil Corporation (NYSE:XOM), an integrated oil and gas firm. At the end of the fourth quarter of 2021, 71 hedge funds in the database of Insider Monkey held stakes worth $5.3 billion in Exxon Mobil Corporation (NYSE:XOM), compared to 64 in the previous quarter worth $4.6 billion.
In its Q4 2021 investor letter, Saturna Capital highlighted a few stocks and Exxon Mobil Corporation (NYSE:XOM) was one of them. Here is what the fund said:
“Few companies maintain their position at the top for more than a decade or two. One that did was Exxon Mobil Corporation (NYSE:XOM), which appeared decennially from 1980 through 2010. In 2019 it was ranked 10th, but as of writing has dropped to 39th place.”
1. SPDR Portfolio S&P 500 Value ETF (NYSE:SPYV)
SPDR Portfolio S&P 500 Value ETF (NYSE:SPYV) is a non-diversified exchange traded fund that tracks the investment returns of the S&P 500 Value Index. The index that comprises large cap value companies in the US.
One of the top holdings of SPDR Portfolio S&P 500 Value ETF (NYSE:SPYV) is Verizon Communications Inc. (NYSE:VZ), a communications and technology firm. At the end of the fourth quarter of 2021, 63 hedge funds in the database of Insider Monkey held stakes worth $10.8 billion in Verizon Communications Inc. (NYSE:VZ), compared to 57 in the previous quarter worth $10.3 billion.
In its Q4 2021 investor letter, Weitz Investment Management, an asset management firm, highlighted a few stocks and Verizon Communications Inc. (NYSE:VZ) was one of them. Here is what the fund said:
“After several quarters of pandemic-induced outsized growth, new broadband connection growth has slowed for U.S. cable operators. This slower growth has coincided with a renewed push by competitors like Verizon Communications Inc. (NYSE:VZ) and AT&T to offer high-speed data (either via wireless connects or by building new fiber-optic networks).”
You can also take a peek at 13 Best Hemp Stocks to Buy Now and Billionaire Dan Loeb’s Top 10 Stock Picks.
