ETF Research and Analysis

by Alex Bryan, CFA
Suitability
Vanguard Mega Cap Value ETF MGV offers low-cost exposure to the largest U.S. value stocks. While it isn’t quite as well diversified as broader large-cap value index funds, its market-cap-weighted portfolio accurately represents   Read more 

Bull Case

Historically, value stocks have outperformed growth stocks in nearly every market studied over long time horizons.
This is one of the cheapest value funds available.
The fund's benchmark applies generous buffering rules to mitigate turnover. Read more 

Bear Case

The return advantage from tilting toward value stocks has historically been the smallest among the largest stocks.
Value stocks tend to have less attractive business prospects than their growth counterparts.
The fund's broad reach limits its exposure to the cheapest stocks. Read more 

Morningstar Minute: Two disciplined takes on value investing 
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