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.

C

Category Grade

This category ranks #31 out of 65 ETF categories.

B
Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is B (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
VB
Vanguard Small-Cap ETF
158.81 159.50 159.79 158.09 170.84 95.51 +0.71
(0.45%)
-3.57% 4.91% 29.12B 0.05% A
Strong Buy
IWC
iShares Microcap ETF
95.84 96.70 96.70 95.26 101.44 55.02 -0.01
(-0.01%)
-3.00% 10.27% 782.70M 0.60% A
Strong Buy
RWJ
Invesco Exchange-Traded Fund Trust II Invesco S&P SmallCap 600 Revenue ETF
64.73 64.95 64.95 64.33 68.90 36.32 +0.49
(0.76%)
-3.92% 10.28% 233.07M 0.39% A
Strong Buy
CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
42.31 42.49 42.50 42.18 42.70 31.28 +0.18
(0.43%)
7.48% 16.89% 42.13M 0.35% A
Strong Buy
CALF
Pacer US Small Cap Cash Cows 100 ETF
26.94 27.08 27.08 26.69 27.84 14.99 +0.32
(1.20%)
0.03% 20.03% 25.29M 0.59% A
Strong Buy
PBSM
Invesco PureBeta MSCI USA Small Cap ETF
27.07 27.07 27.07 27.07 29.33 16.81 -0.03
(-0.11%)
-4.78% 3.60% 4.08M 0.06% A
Strong Buy
XSHQ
Invesco S&P SmallCap Quality ETF
27.87 27.94 27.94 27.85 29.59 18.70 +0.16
(0.58%)
-3.34% 5.64% N/A N/A A
Strong Buy
NUSC
Nuveen ESG Small-Cap ETF
30.39 30.53 30.53 30.24 32.11 17.25 +0.15
(0.50%)
-2.47% 6.61% N/A N/A A
Strong Buy
IJR
iShares Core S&P Small-Cap ETF
75.96 76.47 76.65 75.41 85.92 47.52 +0.26
(0.34%)
-8.66% 0.20% 44.79B 0.07% B
Buy
IWM
iShares Russell 2000 ETF
157.52 158.67 158.89 156.49 170.56 95.69 +0.64
(0.41%)
-4.23% 5.80% 40.69B 0.19% B
Buy
SCHA
Schwab U.S. Small-Cap ETF
71.63 72.07 72.15 71.28 77.74 43.05 +0.27
(0.38%)
-4.68% 3.77% 10.12B 0.04% B
Buy
FNDA
Schwab Fundamental U.S. Small Company Index ETF
35.44 35.65 35.79 35.24 40.88 21.80 +0.16
(0.45%)
-11.29% -2.48% 3.04B 0.25% B
Buy
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
29.57 29.78 29.84 29.33 33.48 18.35 +0.12
(0.41%)
-8.55% 0.60% 2.44B 0.05% B
Buy
VTWO
Vanguard Russell 2000 ETF
127.03 128.02 128.02 126.23 136.80 76.92 +0.60
(0.47%)
-4.18% 6.10% 1.80B 0.10% B
Buy
PRFZ
Invesco FTSE RAFI US 1500 Small-Mid ETF
124.89 125.63 125.84 124.12 139.30 76.37 +0.50
(0.40%)
-7.93% 1.72% 1.54B 0.39% B
Buy
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML)
65.74 66.24 66.24 65.18 74.23 40.78 +0.31
(0.47%)
-8.42% 0.35% 1.07B 0.15% B
Buy
VIOO
Vanguard S&P Small-Cap 600 ETF
139.30 140.49 140.49 138.36 156.00 86.18 +0.54
(0.39%)
-8.45% 0.56% 998.93M 0.10% B
Buy
SMLF
iShares Edge MSCI Multifactor USA Small-Cap ETF
39.23 39.42 39.46 39.15 44.18 24.18 +0.17
(0.44%)
-7.98% 0.21% 571.15M 0.30% B
Buy
JHSC
John Hancock Multifactor Small Cap ETF
25.79 26.04 26.04 25.67 29.28 15.83 +0.13
(0.51%)
-6.78% 2.24% 499.14M 0.42% B
Buy
FYX
First Trust Small Cap Core AlphaDEX Fund
60.79 61.20 61.43 60.52 66.13 31.47 +0.36
(0.60%)
-6.12% 4.50% 404.06M 0.63% B
Buy
ESML
iShares ESG MSCI USA Small-Cap ETF
27.53 27.81 27.81 27.39 29.69 16.65 +0.14
(0.51%)
-4.25% 5.52% 343.25M 0.17% B
Buy
USVM
VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
50.80 51.03 51.03 50.65 55.66 30.85 +0.40
(0.79%)
-5.85% 2.37% 263.69M 0.24% B
Buy
GSSC
GS ActiveBeta U.S. Small Cap Equity ETF
44.35 44.60 44.63 44.16 48.62 26.89 +0.10
(0.23%)
-5.46% 3.38% 145.89M 0.20% B
Buy
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
27.57 27.69 27.69 27.51 30.36 17.70 +0.13
(0.47%)
-5.60% 3.62% 103.96M 0.48% B
Buy
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
32.88 33.25 33.25 32.80 38.27 20.00 +0.08
(0.24%)
-11.67% -1.94% 102.97M 0.38% B
Buy
KSCD
KFA Small Cap Quality Dividend Index ETF
23.80 24.01 24.01 23.76 26.92 17.38 +0.24
(1.02%)
-10.22% -4.59% 27.14M 0.51% B
Buy
CSA
VictoryShares US Small Cap Volatility Wtd ETF
44.16 44.74 44.76 44.16 50.40 28.50 +0.04
(0.09%)
-10.00% -0.53% 17.66M 0.35% B
Buy
OMFS
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco Russell 2000 Dynamic Multifactor ETF
25.51 25.54 25.54 25.51 29.24 16.14 -0.07
(-0.27%)
-11.51% -0.65% 11.51M 0.39% B
Buy
RNSC
First Trust Small Cap US Equity Select ETF
19.95 19.95 19.95 19.95 22.54 12.64 +0.16
(0.81%)
-9.47% -0.75% 7.54M 0.60% B
Buy
OVS
Overlay Shares Small Cap Equity ETF
24.69 24.69 24.69 24.69 27.83 15.28 -0.06
(-0.24%)
-8.94% 0.61% 3.10M 0.75% B
Buy
EWSC
Invesco S&P SmallCap 600 Equal Weight ETF
51.84 52.33 52.33 51.78 57.89 28.85 +0.09
(0.17%)
-7.99% 1.57% N/A N/A B
Buy
FLQS
Franklin LibertyQ U.S. Small Cap Equity ETF
27.28 27.46 27.46 27.20 29.86 17.27 +0.22
(0.81%)
-6.32% 1.03% N/A N/A B
Buy
CSML
IQ Chaikin U.S. Small Cap ETF
23.91 24.08 24.09 23.77 28.05 13.30 +0.18
(0.76%)
-12.19% -0.63% N/A N/A B
Buy
SMMV
iShares Trust ETF
30.87 30.97 31.01 30.79 36.37 21.65 +0.10
(0.32%)
-12.32% -8.92% N/A N/A B
Buy
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
30.34 30.38 30.38 30.13 33.29 17.75 +0.30
(1.00%)
-6.05% 2.13% N/A N/A B
Buy
EES
WisdomTree U.S. SmallCap Fund
32.03 32.35 32.35 31.78 38.74 19.16 +0.19
(0.60%)
-15.83% -5.03% 420.95M 0.38% C
Neutral
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
81.91 82.69 82.76 81.47 101.53 56.00 -0.04
(-0.05%)
-16.92% -11.22% 235.50M 0.12% C
Neutral
FDM
First Trust DJ Select MicroCap ETF
41.82 42.26 42.26 41.55 51.53 26.31 +0.22
(0.53%)
-16.97% -5.00% 114.53M 0.60% C
Neutral
XSHD
Invesco S&P SmallCap High Dividend Low Volatility ETF
17.45 17.00 17.62 17.00 24.92 12.25 +0.09
(0.52%)
-26.18% -24.09% N/A N/A C
Neutral
SMHB
ETRACS Monthly Pay 2x Leveraged Small Cap High Dividend ETN Series B
5.65 5.87 5.87 5.56 18.54 1.19 0.00
(0.00%)
-66.88% -64.19% 25.43M 0.85% D
Sell
TPSC
Timothy Plan US Small Cap Core ETF
23.09 23.09 23.09 23.09 26.19 14.88 +0.22
(0.96%)
-8.42% -6.40% 27.41M 0.52% NR
Not Rated
AFSM
First Trust Active Factor Small Cap ETF
18.39 18.73 18.73 18.39 20.91 11.37 -0.12
(-0.65%)
-10.17% -8.27% 1.85M 0.75% NR
Not Rated
KJAN
Innovator ETFs Trust Innovator Russell 2000 Power Buffer ETF - January
26.34 26.50 26.50 26.26 27.86 18.78 +0.10
(0.38%)
-1.24% -1.33% N/A 0.79% NR
Not Rated
MFMS
Motley Fool Small-Cap Growth ETF
31.34 31.73 31.73 31.27 31.91 17.60 +0.18
(0.58%)
22.09% 34.55% N/A N/A NR
Not Rated
EWRS
Russell 2000 Equal Weight Guggenheim
35.40 34.74 35.40 34.74 47.99 32.50 +0.81
(2.34%)
0.00% -19.29% N/A N/A NR
Not Rated

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