Small Cap Value ETFs


Most of these ETFs invest in stocks of companies that are deemed to have a small market capitalization size, generally between $300 million and $2 billion. The companies are also deemed to be below their intrinsic value, or the price at which the company should trade. The current stock market environment has been kind to small cap investors and we certainly think a small cap value 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.

B

Category Grade

This category ranks #23 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
VBR
Vanguard Small-Cap Value ETF - DNQ
120.33 120.78 121.23 119.80 126.68 98.89 -0.65
(-0.54%)
-0.55% 20.74% 10.85B 0.08% A
Strong Buy
IWN
iShares Russell 2000 Value ETF
115.13 115.59 116.12 114.65 122.47 90.11 -0.50
(-0.43%)
-3.20% 26.89% 8.50B 0.25% A
Strong Buy
IJS
iShares S&P SmallCap 600 Value ETF
135.23 135.95 136.32 134.61 144.90 108.90 -0.91
(-0.67%)
-3.41% 22.66% 4.80B 0.25% A
Strong Buy
SLYV
SPDR S&P 600 Small Cap Value ETF (based on S&P SmallCap Value Index--symbol--CVK
115.13 115.78 116.09 114.58 124.31 93.55 -0.15
(-0.13%)
-3.26% 21.48% 995.92M 0.15% A
Strong Buy
XSLV
PowerShares S&P SmallCap Low Volatility Portfolio
42.15 42.23 42.43 42.01 44.20 33.91 0.00
(0.00%)
-2.92% 23.35% 922.35M 0.25% A
Strong Buy
JKL
iShares Morningstar Small-Cap Value ETFnd
140.34 141.14 141.44 139.83 149.77 115.00 -1.08
(-0.76%)
-1.72% 20.48% 479.20M 0.30% A
Strong Buy
SMDV
ProShares Russell 2000 Dividend Growers ETF
52.22 52.44 52.58 52.06 54.95 41.98 -0.05
(-0.10%)
-2.83% 22.81% 387.18M 0.40% A
Strong Buy
VIOV
Vanguard S&P Small-Cap 600 Value ETF
116.73 117.11 117.42 116.24 125.02 94.16 -0.06
(-0.05%)
-3.09% 22.96% 205.71M 0.20% A
Strong Buy
VTWV
Vanguard Russell 2000 Value ETF
99.98 100.26 100.69 99.59 106.10 78.11 -0.12
(-0.12%)
-3.04% 26.96% 168.76M 0.20% A
Strong Buy
DES
WisdomTree Trust SmallCap Dividend Fund
78.99 79.34 79.67 78.73 84.36 66.32 -0.24
(-0.30%)
-4.51% 18.51% 1.94B 0.38% B
Buy
RZV
Guggenheim S&P Smallcap 600 Pure Value ETF
66.33 67.03 67.03 66.13 77.26 53.30 -0.35
(-0.52%)
-9.16% 18.36% 230.86M 0.35% B
Buy
FYT
First Trust Small Cap Value AlphaDEX Fund
33.25 33.44 33.47 33.15 36.08 26.81 -0.05
(-0.15%)
-4.54% 20.04% 112.37M 0.70% B
Buy
PXSV
PowerShares Russell 2000 Pure Value Portfolio
28.22 28.36 28.43 28.18 31.42 22.28 -0.01
(-0.04%)
-6.90% 24.43% 88.04M 0.39% B
Buy
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
39.42 39.67 39.91 39.42 43.71 33.60 -0.21
(-0.53%)
-4.94% 16.59% 27.55M 0.35% B
Buy
PZI
PowerShares Zacks Micro Cap
17.84 17.76 17.84 17.76 19.45 14.52 +0.02
(0.11%)
-4.50% 22.36% 23.80M 0.81% B
Buy
DESC
Deutsche X-trackers Russell 2000 Comprehensive Factor ETF
30.48 30.71 30.72 30.47 32.47 25.40 -0.15
(-0.49%)
-4.18% 20.00% 4.54M 0.30% NR
Not Rated

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