ETFs & Funds
Home›ETFs & Funds›ETFs›Value ETFs beat growth as Russell 1000 Value gains in…
Value ETFs beat growth as Russell 1000 Value gains in 2026
As of July 24, 2026, the iShares Russell 1000 Value ETF returned 18.9% year-to-date, while the iShares Russell 1000 Growth ETF was down 0.4%.
Value stocks have outperformed growth in 2026, according to MarketBeat Ratings, with the divergence appearing to widen as investors rotate across factors. As of July 24, 2026, the iShares Russell 1000 Value ETF, which tracks the Russell 1000 Value Index, had gained 18.88% year-to-date, while the iShares Russell 1000 Growth ETF was down 0.36%. The outlet cites potential drivers including energy and commodity shocks tied to the Iran conflict, and an interest rate backdrop that is less favorable to growth.
MarketBeat Ratings also points to a recent repricing of mega-cap AI stocks as another pressure point that may encourage investors to diversify toward value stocks. It highlights broad-based value ETFs as a way to gain value exposure without selecting individual companies.
One option discussed is the Fidelity Value Factor ETF, FVAL, with annual fees of 0.15% and information technology exposure representing about one third of the portfolio. The article says FVAL holds 129 companies, has a dividend yield just shy of 1.6%, and reported a 10.25% year-to-date return that exceeds the S&P 500’s 9.6%.
Latest closeS&P 500 7,413.18 ▲0.0%