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Is value investing working?

Value investing is one of the oldest investing approaches, made famous by Ben Graham and David Dodd in their 1934 value investing classic "Security Analysis" and later popularized by Warren Buffett and others. It is unclear if "value" investing works consistently over long periods of time. The stock market tends to go in cycles where certain investing styles work for a while and then they don't. The graphs on this page seem to show that value investing worked from 2000 to 2007 and then hasn't worked very well since then. Use this page to quickly view the current status of value investing. See more in our article about Value ETFs.

IWX, which tracks the Russell top 200 Value Index, and SPY, which tracks the S&P 500 Index:

IWX as a ratio to SPY

IVE, which tracks the S&P 500 Value Index, and SPY, which tracks the S&P 500 Index:

IVE as a ratio to SPY

IWD which tracks the Russell 1000 value Index, and IWB, which tracks the Russell 1000 Index:

IWD as a ratio to IWB

IWN, which tracks the Russell 2000 value Index, and IWM, which tracks the Russell 2000 Index:

IWN as a ratio to IWM

Let's look at the price returns for key value ETFs:

ETF Description Average Volume 1 Month 3 Months 6 Months 9 Months 1 Year 2 Years 3 Years 5 Years Actions
IVEiShares S&P 500 Value ETF761,626-4.66%1.04%6.79%5.99%-6.15%4.25%58.98%35.71%Analyze
IWBiShares Russell 1000 ETF827,346-2.49%3.16%4.20%3.54%-12.46%-2.36%60.37%50.06%Analyze
IWDiShares Russell 1000 Value ETF2,303,676-6.50%-4.31%3.47%-2.23%-12.42%-2.42%52.32%24.09%Analyze
IWLiShares Russell Top 200 ETF93,9284.25%3.60%-4.16%-7.71%-9.60%3.90%22.67%42.64%Analyze
IWMiShares Russell 2000 ETF38,546,573-10.05%-3.21%1.75%-2.76%-17.29%-19.70%54.81%11.03%Analyze
IWNiShares Russell 2000 Value ETF1,708,508-12.66%-6.19%-1.65%-6.57%-19.04%-14.52%65.46%6.89%Analyze
IWXiShares Russell Top 200 Value ETF176,451-7.37%-6.54%-6.18%-5.07%-6.38%0.69%13.69%18.97%Analyze
RPVInvesco S&P 500 Pure Value ETF793,149-18.88%-12.12%-9.94%-14.93%-11.64%1.40%24.55%6.72%Analyze
SPYSPDR S&P 500 ETF110,098,257-4.25%-0.69%-1.26%-4.78%-9.96%0.92%27.20%44.73%Analyze

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