Morningstar Rating

ETF Research and Analysis

by Alex Bryan
Suitability
Value stocks have historically outperformed their growth counterparts in nearly every market studied over long time horizons. Vanguard Value ETF VTV offers investors a low-cost way to take advantage of this premium. It   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 limit turnover.  Read more 

Bear Case

The fund may not offer meaningful diversification benefits to investors who already have broad exposure to U.S. large-cap stocks.
Blend stocks dilute the fund's value tilt.
Value stocks tend to represent companies with below-average profitability and growth that may underperform in tough economic environments.  Read more 

Don't Pay Up to Play REITs 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Morningstar.com Premium.