ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027

The artificial intelligence (AI) boom is creating a bottleneck for the semiconductor industry. As hyperscalers continue spending billions of dollars on AI data centers, the demand for high-bandwidth memory (HBM) used alongside advanced AI processors has surged, diverting production away from smartphones, PCs and other electronics.

Zacks Investment Research • Sep 2, 2026

VLUE: An Overlooked Value Play On The AI Boom

The xiShares MSCI USA Value Factor ETF (VLUE) offers an unusual combination of AI-driven growth and traditional value exposure, distinguishing it from conventional value ETFs. Micron's roughly 20% weighting gives VLUE significant exposure to rising AI-driven memory demand, while Cisco adds exposure to AI networking infrastructure. General Motors, Verizon, and AT&T provide traditional value and cash-flow characteristics that help offset VLUE's concentration in technology and semiconductor stocks.

Seeking Alpha • Aug 31, 2026

Should iShares MSCI USA Value Factor ETF (VLUE) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares MSCI USA Value Factor ETF (VLUE), a passively managed exchange traded fund launched on April 16, 2013.

Zacks Investment Research • Aug 10, 2026

Value's Comeback: How VLUE Beats Market-Cap Weighting

2026 is proving that value is alive and well, but certain value-focused ETFs have been standout performers relative to their factor peers. Such is the case with the iShares MSCI USA Value Factor ETF (VLUE), which is up over 40% for the year.

ETF Trends • Aug 3, 2026

Is iShares MSCI USA Value Factor ETF (VLUE) a Strong ETF Right Now?

The iShares MSCI USA Value Factor ETF (VLUE) was launched on 04/16/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

Zacks Investment Research • Jul 23, 2026

Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks

At VettaFi, we've been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context.

ETF Trends • Jul 1, 2026

Capturing the Memory Boom: How ETFs Are Winning With Micron

The semiconductor market has seen immense growth over the past year, and that momentum continues with Micron Technology (MU) blowing analyst expectations out of the water. Expect ETFs offering pure play exposure to the memory semiconductor industry to benefit in at least the near-term future.

ETF Trends • Jun 25, 2026

How a 200% YTD Rally Landed Micron Inside This Value ETF

Indexed ETFs are inherently built to remove human emotion when it comes to portfolio construction. While human beings are certainly fallible by nature, that isn't to say rules-based indexing isn't.

ETF Trends • Jun 11, 2026

VLUE: How This Streaky Large-Cap Value ETF Is Up 44% YTD

iShares MSCI USA Value Factor ETF leads U.S. large-cap value ETFs with a 44% YTD return after a strong 32.66% gain in 2025. VLUE's recent outperformance is attributed to Micron Technology, which now comprises over 21% of the fund. At the portfolio level, cheap valuation ratios and high earnings growth rates stand out. However, growth is a "bonus" feature that should not be relied on by long-term shareholders. The methodology makes clear that VLUE is mainly about holding deep value, cash-flow-generating stocks.

Seeking Alpha • Jun 9, 2026

Time for Quality & Value ETFs?

Rising bond yields and inflation fears are raising correction risks. Investors may find shelter in quality and value ETFs like QUAL, VTV and VLUE.

Zacks Investment Research • May 21, 2026