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VLUE · iShares MSCI USA Value Factor ETF
Over the last 14 years (2013-05 to 2026-10), $10,000 invested in VLUE with dividends reinvested grew to $54,172, 13.33% a year, with a worst peak-to-trough fall of -28.99%. Past performance doesn't predict future results.
Growth of $10,000 · 2013-05 to 2026-10 · dividends reinvested
How VLUE held up in past market crashes
VLUE has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 38.8% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 10 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | VLUE deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2018 fourth-quarter selloff | -23.1% | -20.2% | Sep 2018 to Dec 2018 | 12 months |
| 2020 COVID crash | -38.8% | -34.1% | Feb 2020 to Mar 2020 | 10 months |
| 2022 bear market | -28.8% | -25.4% | Jan 2022 to Sep 2022 | 2.2 years |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
About VLUE
iShares MSCI USA Value Factor ETF is an exchange-traded fund designed to provide exposure to U.S. large- and mid-cap stocks with value characteristics and relatively lower valuations. The fund seeks to track the MSCI USA Enhanced Value Index, using fundamental measures such as earnings, revenue, book value, and cash earnings to identify companies that appear attractively priced within the U.S. equity market.
Fund description from our market-data provider.
Put VLUE to the test
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Backtest VLUE →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would VLUE survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare VLUE vs VTI →
Side by side with the total US market: returns, drawdowns and volatility over their shared history.
Replay $100/mo into VLUE →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.