Growth of $10,000 in VLUE
iShares MSCI USA Value Factor ETF · iShares
A $10,000 investment compounding at VLUE’s trailing 10-year annualized total return of 14.7% would reach $156,422 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.15% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (30.1%) | At 5-year avg (16.5%) | At 10-year avg (14.7%) |
|---|---|---|---|
| 5 years | $37,258 | $21,469 | $19,887 |
| 10 years | $138,816 | $46,093 | $39,550 |
| 15 years | $517,200 | $98,957 | $78,654 |
| 20 years | $1,926,985 | $212,454 | $156,422 |
| 25 years | $7,179,560 | $456,121 | $311,079 |
| 30 years | $26,749,607 | $979,256 | $618,650 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
Want a different amount, horizon or a side-by-side fund comparison? Open VLUE in the interactive calculator →
Frequently Asked Questions
What would $10,000 in VLUE be worth in 10 years?
Compounding at its trailing 10-year annualized return of 14.7%, $10,000 in VLUE would grow to about $39,550 in 10 years and $156,422 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is VLUE's average annual return?
As of Aug 7, 2026, VLUE's annualized total returns were 30.1% over 3 years, 16.5% over 5 years, 14.7% over 10 years — dividends reinvested, net of its 0.15% expense ratio.