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The 10 Best Performing Value ETFs over the Last 10 Years

In August, value ETFs attracted more assets than their growth counterparts as investors allocated to more defensive sectors either due to recessionary fears or concerns that it might be a late-stage bull market and they’re diversifying ahead of it due to a recalibration of monetary policy. 

When discussing the former, the Fed’s decision to cut interest rates by 50bps was prompted by inflation falling and to provide insurance to the employment market, which, as FOMC Chair Jerome Powell stated, “the downside risks to employment have increased,” such as rising unemployment rate, and significant downward revisions to nonfarm payrolls.  

If the Fed has brought inflation under control, investors and consumers will want to see that maintained for longer than a month. In our most recent white paper, “Which Asset Classes Perform Best When Inflation Is Driven Lower,” we discovered that equities tend to perform quite well when price stability is sustained. Specifically, large-cap value stocks were the second best-performing asset class on average in these scenarios.

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Table displaying asset class total returns during periods when CPI falls within the Federal Reserve's preferred range. US Value stocks showed an average return of 23.9%, whereas Emerging Markets had returns varying from -7% to 42.9% across different periods.

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During the evaluation periods, both small—and large-cap value stocks produced average returns of over 20%. As such, we comprised a list of the best-performing value ETFs on a 1, 3, 5, 10, and year-to-date basis (excluding leveraged and inverse value ETFs). In addition, we examined which of these strategies had the lowest maximum drawdowns during those periods to determine their effectiveness in mitigating losses.

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Best Performing Value ETFs YTD

These are the best-performing value ETFs year-to-date in 2024, as of September 30, 2024.

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Best Performing Value ETFs Year-to-Date in 2024 (Date Range: 12/29/2023 - 09/30/2024): Line graph showcasing the NAV % change for the year 2024, with ETC 6 Meridian Mega Cap Equity ETF showing a leading 24.16% increas

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Best-Performing Value ETFs over the Last Year

These are the best-performing value ETFs over the past year as of September 30, 2024.

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Best Performing Value ETFs over the Last Year (Date Range: 09/29/2023 - 09/30/2024): Chart outlines the top-performing value ETFs over the past year, with Hoya Capital Housing ETF leading at a 46.29% increase.

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Value ETFs with the Lowest Drawdown in the Last Year

These value ETFs had the lowest drawdown over the past year as of September 30, 2024.

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Value ETFs with Lowest Max Drawdown from 09/29/2023 - 09/30/2024: This chart tracks the total return % off high (max drawdown) for three ETFs over one year, including: Brookstone Value Stock ETF (BAMV), Brookstone Dividend Stock ETF (BAMD) and Donoghue Forlines Yield Enhanced RI Ast ETF (DFRA)

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Best Performing Value ETFs in the Last 3 Years

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Best Performing Value ETFs over 3 Years (Date Range: 09/30/2021 - 09/30/2024): Detailed line chart showing the three-year performance of various value ETFs with Global X Adaptive US Factor ETF achieving the highest growth at 54.06%.

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Value ETFs with the Lowest Drawdown in the Last 3 Years 

These value ETFs had the lowest drawdown between September 30, 2021 and September 30, 2024.

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Value ETFs with Lowest Max Drawdown over three Years (Date Range: 09/30/2021 - 09/30/2024): Graph showing the total return percentage off high for ETFs like Global X Adaptive US Factor ETF and SPDR® S&P Dividend ETF.

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Best Performing Value ETFs in the Last 5 Years

These are the best-performing value ETFs on an annualized basis between September 30, 2019 and September 30, 2024.

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Best Performing Value ETFs over 5 Years (Date Range: 09/30/2019 - 09/30/2024): Chart details the 5-year NAV % change of top-performing value ETFs, highlighted by Invesco S&P SmallCap 600 Revenue ETF with a growth of 128.7%.

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Value ETFs with the Lowest Drawdown in the Last 5 Years 

These value ETFs had the lowest drawdown between September 30, 2019 and September 30, 2024.

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Value ETFs with Lowest Max Drawdown in 5 Years (Date Range: 09/30/2019 - 09/30/2024): Line graph displaying the max drawdown for selected ETFs over five years.

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Best Performing Value ETFs in the Last 10 Years

These are the best-performing value ETFs on an annualized basis between September 30, 2014 and July 29, 2024.

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Best Performing Value ETFs over 10 Years (Date Range: 09/30/2014 - 09/30/2024): Chart depicts the NAV growth of top-performing value ETFs over a decade, led by First Trust Rising Dividend Achiever ETF at $33.87K.

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Value ETFs with the Lowest Drawdown in the Last 10 Years

These value ETFs had the lowest drawdown between September 30, 2014 and September 30, 2024.

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Line graph displaying the total return % off high (max drawdown) for WBI BullBear Value 3000 ETF (WBIF), VictoryShares US EQ Inc Enh Vol Wtd ETF (CDC), and Invesco Dividend Achievers™ ETF (PFM) over ten years.

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What Was the Growth of $10,000 Over the Last 10 Years?

If you invested $10,000 10 years ago into any of the ten best-performing value ETFs over the last 10 years, your balance today would be no less than $30K.

The best-performing value ETF over the past decade was First Trust Rising Dividend Achievers ETF (RDVY). A $10,000 investment into RDVY 10 years ago would be worth over $33K today. Right behind it was the Invesco S&P 100 Equal Weight ETF (EQWL); investing $10,000 into EQWL back in 2014 would’ve turned into over $32K.

Best Performing Value ETFs over 10 Years (Date Range: 09/30/2014 - 09/30/2024): Chart depicts the NAV growth of top-performing value ETFs over a decade, led by First Trust Rising Dividend Achiever ETF at $33.87K.

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