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After 3 Years, Can TVAL Claim the Best Active Value ETF Title?

BY | ETF Database

11/11/2026 | 20 VIEWS

Related Symbols
TVAL

Don’t look now, but value investing could be closing in on another very healthy year. The Russell 2000 Value Index (RUJ) has returned 17.8% YTD, as of writing, per YCharts data. Value investing provides a straightforward way to limit exposure from U.S. growth concentration risk. Active ETFs can offer a particularly useful route to that exposure, with the T. Rowe Price Value ETF (TVAL B+) in contention for the title of best active value ETF right now.Key Takeaways: Value stocks’ appeal comes in waves, especially as valuations start to make investors sweat. Active management, however, can unlock stronger routes into that space, as in the case for TVAL. The fund has returned a very competitive, top-three return for its active value ETF category of 25.6% YTD, per ETF Database. TVAL launched in 2023 and celebrated its notable three-year milestone this year. The strategy charges a competitive 33 basis point fee to actively invest in U.S. large-caps with appealing valuations. The strategy applies a bottom-up stock selection process driven by fundamental research. Furthermore, TVAL also scrutinizes companies for metrics including but not limited to dividend yield, undervalued assets, sales, and restructuring opportunities. That kind of close reading of investment opportunities speaks to the strength of active management. Especially in an increasingly volatile market, that flexibility could prove a differentiator. What’s more, active ETFs can also maximize some strengths of the ETF wrapper like its tax efficiency. That has seen TVAL return 25.6% YTD, according to ETF Database, and 28.9% over the last 12 months. TVAL’s performance has lifted it into contention for the best active value ETF based on ETFDB data, with the fund in the top three for YTD performance among active value ETFs. See more: Tax Loss Harvesting? Try Active Muni Bond ETFs TAXE & THYM Backed by T. Rowe Price’s global research platform, and now with three years of performance, it could be poised to make a new push for the crown into the next year. With limited exposure to megacap tech and a healthy allocation to strong value segments, TVAL’s performance offers a foundation to watch ahead of 2027. For more news, information, and analysis, visit our Active ETF Content Hub.

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