Small Cap Blend ETFs


Most of these ETFs tend to invest across the spectrum of U.S. industries, with market caps generally between $300 million and $2 billion. The ETFs may also own various asset classes such as bonds, currencies, and more. The current stock market environment has been kind to small cap investors and we certainly think a small cap blend approach lessens some of the risk investors tend to get with small cap names. Therefore, we see this category as being suited well for moderate investors, with the understanding small caps offer more volatility and competitive risk from their lower market capitalization position.

A

Category Grade

This category ranks #10 out of 65 ETF categories.

A
Strong Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is A (Strong Buy).


Fund Symbol/Name Last Open High Low 52-Wk Hi 52-Wk Lo Day Chg YTD Chg 12-Mo Chg AUM Exp. Ratio SMART Grade
IWM
iShares Russell 2000 Index Fund
134.44 134.21 134.88 133.82 138.82 93.64 +0.69
(0.52%)
-0.30% 35.55% 38.73B 0.20% A
Strong Buy
IJR
iShares Core S&P Small-Cap ETF
67.96 67.74 68.22 67.67 70.68 47.71 +0.33
(0.49%)
-50.58% 37.39% 26.46B 0.12% A
Strong Buy
VB
Vanguard Small-Cap ETF
130.17 129.90 130.60 129.62 133.18 93.91 +0.62
(0.48%)
0.94% 32.84% 16.19B 0.08% A
Strong Buy
SCHA
Schwab U.S. Small Cap Fund
61.74 61.59 61.93 61.50 63.49 43.79 +0.30
(0.49%)
0.42% 34.51% 4.58B 0.07% A
Strong Buy
PRFZ
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
115.25 115.04 115.51 114.84 119.28 79.71 +0.56
(0.49%)
-0.03% 38.94% 1.56B 0.39% A
Strong Buy
FNDA
Schwab Fundamental U.S. Small Company Index
34.11 34.09 34.25 33.97 35.03 24.09 +0.13
(0.38%)
0.03% 37.71% 1.32B 0.32% A
Strong Buy
VTWO
Vanguard Russell 2000 ETF
107.77 107.62 108.05 107.34 111.26 74.99 +0.53
(0.49%)
-0.19% 35.65% 908.86M 0.15% A
Strong Buy
IWC
iShares Russell Microcap Index Fund
84.19 84.12 84.44 83.93 87.82 58.86 +0.35
(0.42%)
-1.92% 34.75% 853.31M 0.60% A
Strong Buy
SLY
SPDR S&P 600 Small Cap ETF
119.32 118.75 119.91 118.75 127.00 85.05 +0.43
(0.36%)
-1.25% 34.19% 639.07M 0.15% A
Strong Buy
FYX
First Trust Small Cap Core AlphaDEX Fund
53.57 53.63 53.75 53.36 55.88 37.90 +0.22
(0.41%)
-0.50% 37.39% 524.06M 0.63% A
Strong Buy
VIOO
Vanguard S&P Small-Cap 600 ETF
122.98 122.69 123.24 122.60 128.59 86.00 +0.58
(0.47%)
-1.23% 37.68% 475.49M 0.15% A
Strong Buy
EES
WisdomTree SmallCap Earnings Fund
96.21 96.09 96.50 95.89 100.17 64.24 +0.22
(0.23%)
-1.45% 46.02% 452.40M 0.38% A
Strong Buy
RWJ
Oppenheimer Small Cap Revenue ETF
66.26 66.25 66.52 65.96 69.74 43.94 +0.20
(0.30%)
-1.28% 46.63% 443.15M 0.54% A
Strong Buy
SMLV
SPDR SSGA US Small Cap Low Volatility Index
91.29 91.31 91.60 90.96 96.38 66.82 +0.33
(0.36%)
-2.29% 34.84% 191.63M 0.12% A
Strong Buy
TWOK
SPDR Russell 2000 ETF
79.50 79.00 79.84 79.00 82.99 55.66 +0.46
(0.58%)
-0.15% 35.39% 159.24M 0.12% A
Strong Buy
FDM
First Trust Dow Jones Select MicroCap Index Fund
42.70 42.67 42.88 42.60 44.93 28.58 +0.21
(0.49%)
-3.17% 45.34% 116.77M 0.60% A
Strong Buy
DGRS
WisdomTree U.S. SmallCap Dividend Growth Fund
33.51 33.39 33.62 33.39 35.07 23.61 +0.14
(0.42%)
-1.41% 41.27% 93.44M 0.38% A
Strong Buy
CSF
Victory CEMP US Discovery Enhanced Volatility Weighted Fund ETF
39.77 39.91 39.97 39.66 41.72 30.67 +0.11
(0.28%)
-2.04% 28.29% 37.68M 0.35% A
Strong Buy
EWSC
Guggenheim S&P SmallCap 600 Equal Weight ETF
49.18 49.17 49.18 49.17 51.38 33.50 +0.19
(0.39%)
-1.50% 40.76% 32.43M 0.41% A
Strong Buy
WMCR
Wilshire Micro-Cap ETF
29.59 29.59 29.59 29.59 30.76 21.24 +0.15
(0.51%)
-0.54% 32.99% 26.89M 0.50% A
Strong Buy
SMLF
iShares FactorSelect MSCI USA Small-Cap ETF
35.26 35.43 35.43 35.23 36.33 25.42 +0.09
(0.26%)
-0.42% 33.76% 24.81M 0.50% A
Strong Buy
CSA
Victory CEMP US Small Cap Volatility Wtd Index ETF
40.85 40.84 40.97 40.66 42.42 28.73 +0.17
(0.42%)
-1.71% 38.10% 20.34M 0.35% A
Strong Buy
EQWS
PowerShares Russell 2000 Equal Weight ETF
39.06 38.99 39.06 38.99 40.50 26.75 +0.20
(0.51%)
-0.94% 43.92% 15.75M 0.27% A
Strong Buy
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
25.77 25.77 25.77 25.77 26.66 25.22 0.00
(0.00%)
-1.42% 2.06% 26.06M 0.29% NR
Not Rated
NUSC
NuShares ESG Small-Cap ETF
24.87 24.80 24.87 24.80 25.05 24.65 +0.08
(0.32%)
0.89% 0.28% 11.07M 0.40% NR
Not Rated
NASH
Nashville Area ETF
27.56 27.56 27.56 27.56 28.29 22.74 0.00
(0.00%)
3.26% 16.73% 8.03M 0.49% NR
Not Rated
SMMV
iShares Edge MSCI Min Vol USA Small-Cap ETF
26.00 25.96 26.04 25.95 26.72 23.65 -0.09
(-0.34%)
0.12% 6.78% 3.89M 0.20% NR
Not Rated
XSHD
PowerShares S&P SmallCap High Dividend Low Volatility Portfolio
25.48 25.62 25.63 25.48 27.33 24.70 +0.03
(0.12%)
-1.39% 3.03% 2.58M 0.30% NR
Not Rated
ZSML
Zacks Earnings Small-Cap U.S. Index Fund
25.45 25.45 25.45 25.45 26.80 18.95 0.00
(0.00%)
0.00% 23.78% 1.32M 0.66% NR
Not Rated

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