Brian’s post is timely and as always data-rich – https://seekingalpha.com/article/4184936-style-box-update-large-cap-growth-vs-value-divergence-getting-lot-attention
I am absolutely value biased so this is obvious in many ways. The surprise was diving into the holdings of the two ETFs mentioned. We have different definitions of value factor companies. I look for companies priced below or at the longer term value that have high confidence in delivering to the value assumptions (revenue, earnings and dividends).