value stocks

29 articles
The Motley FoolThe Motley Fool··Adam Levy

Vanguard Analysts Back Value and Small-Cap ETFs for S&P 500 Outperformance

Vanguard projects value and small-cap stocks to outperform S&P 500 over next decade, recommending $VTV and $VB ETFs.
VTVVBvaluationS&P 500
The Motley FoolThe Motley Fool··Adam Levy

Warsh's Fed Balance Sheet Plan Could Reshape Market Dynamics Beyond Rate Policy

Fed Chair nominee Kevin Warsh plans aggressive unwinding of the Fed's $6 trillion balance sheet, departing from Powell's gradual approach. The shift could raise long-term rates and pressure growth stock valuations.
ONEQFederal Reservemonetary policy
The Motley FoolThe Motley Fool··Katie Brockman

ITOT vs. VTV: Total Market ETF Outpaces Value Strategy Despite Identical Fee Structure

Two ultra-low-cost ETFs diverge sharply: $ITOT's broad 2,500-stock exposure delivers 37.2% annual returns, while $VTV's value focus prioritizes 2.02% dividend yield and stability.
NVDAMSFTAAPLITOTXOM+12portfolio diversificationdividend yield
The Motley FoolThe Motley Fool··Adam Levy

Dividend Strategy Crushes S&P 500 With 14% Gain as SCHD Bets on Stability

Schwab's dividend ETF (SCHD) surges 14.1% YTD, crushing S&P 500's 4.2% return. Quality dividend stocks with 10+ years of consistent payouts gaining favor.
SCHDVTVAI spendingvaluation gap
The Motley FoolThe Motley Fool··David Dierking

Market Rotation Lifts Vanguard Energy, Staples ETFs Past S&P 500 in 2026

Three Vanguard ETFs outpace S&P 500 amid market rotation: Energy ETF surges 28.5% on oil disruptions, while defensive and value strategies gain.
MGVVDCVDEmarket rotationenergy sector
The Motley FoolThe Motley Fool··Sara Appino

WESPAC Advisors Deploys $5.71M in JPMorgan International Value ETF

WESPAC Advisors establishes new $5.71M position in $JIVE, which delivered 42% returns over 12 months, outperforming benchmark by 11 percentage points.
JIVEemerging marketsportfolio allocation
The Motley FoolThe Motley Fool··Jonathan Ponciano

Plan Group Financial Bets $2.78M on International Value as JIVE ETF Surges 42%

Plan Group Financial purchases $2.78M of JPMorgan International Value ETF ($JIVE), which surged 42% annually, outpacing S&P 500's 29% gain significantly.
AMJBJPMJPMpCJPMpDJPMpJ+5emerging marketsglobal equity markets
The Motley FoolThe Motley Fool··Todd Shriber

Overlooked Mid-Cap Gem: Why Vanguard's VOE Is Outshining Peers

Vanguard's mid-cap value ETF ($VOE) delivers superior returns and lower volatility than large and small-cap counterparts, featuring a 0.05% expense ratio.
VOEdiversificationvalue stocks
The Motley FoolThe Motley Fool··David Dierking

Vanguard ETF Performance in Recession: What History Reveals About 2026

Historical analysis shows dividend growth stocks outperformed during 2008 and 2020 downturns. Recession trigger type determines sector impact; tech focus amplifies growth stock risk while stagflation favors dividend yield strategies.
VTVVYMVUGVIGportfolio diversificationtech stocks
The Motley FoolThe Motley Fool··Patrick Sanders

Tech Stocks Stall as AI Infrastructure Concerns Mount: Portfolio Rebalancing Strategy for 2026

Tech stocks stall in 2026 as AI infrastructure spending concerns mount. Advisors recommend diversified strategy combining QQQ, VTV ETFs with selective positions in NVIDIA and Palantir.
QQQNVDATSMPLTRVTVAI infrastructureenergy sector
The Motley FoolThe Motley Fool··David Dierking

Three Dividend ETFs Poised for 25% Rally as Wall Street Bets on Value-Tech Rotation

Wall Street analysts project 25% upside for three dividend ETFs ($TDV, $CGDV, $DGRW) over 12 months, citing value rotation and tech sector positioning.
NVDAMSFTAAPLTDVCGDV+1market rotationtechnology sector
The Motley FoolThe Motley Fool··Adam Levy

Gates Foundation Bets $21B on Berkshire, Waste Management, CNI—Here's Why

Bill Gates' $36B foundation portfolio has 59% invested in Berkshire Hathaway, Waste Management, and Canadian National Railway—established companies with strong competitive advantages.
MSFTAAPLBRK.ABRK.BWM+1infrastructureportfolio allocation
The Motley FoolThe Motley Fool··Daniel Foelber

S&P 500 on Brink: What a Correction Would Mean for Markets and Investors

Nasdaq and Dow enter correction territory amid oil price spikes and geopolitical tensions, while S&P 500 approaches same threshold as mega-cap tech stocks lead declines.
NVDAMSFTAMZNGOOGGOOGL+2market volatilityoil prices
The Motley FoolThe Motley Fool··Lyle Daly

Verizon Soars 24% in 2026 on Frontier Deal, 5.6% Dividend Yield Attracts Income Investors

Verizon surges 24% YTD through March 2026 after strong Q4 earnings and Frontier acquisition completion, now offering 5.6% dividend yield with 22-year streak.
VZmarket volatilitydividend stocks
The Motley FoolThe Motley Fool··David Dierking

Value Stocks Surge as Market Rotates Away from Tech: VTV Outperforms by 7 Points

U.S. stock market shifts toward value stocks in 2026. Vanguard Value ETF ($VTV) outperforms S&P 500 by 7 percentage points, driven by strength in financials and healthcare sectors.
VTVhealthcaremarket rotation
The Motley FoolThe Motley Fool··Daniel Foelber

High-Yield Dividend ETFs Surge Past S&P 500 as Energy Fuels 2026 Rally

Three dividend ETFs crushing S&P 500: $SCHD leads with 10%+ YTD gains, 3.3% yield; $HDV offers concentrated quality with 2.8% yield; $VYM emphasizes stability with 2.3% yield.
XOMCVXAVGOAMJBJPM+10market volatilityenergy stocks
The Motley FoolThe Motley Fool··Dan Caplinger

Vanguard Growth ETF's Dominance at Risk as Valuations Hit 2021 Peaks

Vanguard Growth ETF faces headwinds as valuations return to 2021 peaks while concentration in mega-cap tech raises diversification concerns.
VUGportfolio diversificationmarket outperformance
The Motley FoolThe Motley Fool··Adam Levy

Lululemon Stock Plunges 68% on Growth Slowdown, Offers Rare Valuation Entry Point

Lululemon stock down 68% trades at 13.5x forward earnings, positioning it as a potential value play ahead of expected 2026 stabilization amid international growth strength.
NKELULUinventory managementturnaround
The Motley FoolThe Motley Fool··Stefon Walters

SCHD Emerges as Top Dividend Play: ETF Delivers 3.1% Yield With Decade of Growth

Schwab's dividend ETF ($SCHD) combines 3.1% yield with strict quality filters, averaging 12.5% annual returns over ten years through defensive sector exposure.
ABBVKOCVXLMTSCHD+5dividend sustainabilitylong-term investing
The Motley FoolThe Motley Fool··Ben Gran

VYMI Outperforms S&P 500: Can International Dividends Build Million-Dollar Wealth?

Vanguard's international dividend ETF (VYMI) outperforms S&P 500 with 11.7% average returns, offering potential for $1M wealth through consistent monthly investing over 28 years.
TMNSRGYVYMIlong-term investingdividend yield