After a long stretch of growth-stock dominance led by mega-cap technology, the 2026 tape tells a different story. Large-cap value, active small-cap value, and passive small-cap value benchmarks are all pulling ahead of the Nasdaq 100 year to date, and three funds offer direct ways to express the rotation: the iShares MSCI USA Value Factor ... VLUE, AVUV, VBR: The Small and Large-Cap Value Plays Crushing Growth in May