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 ETF
136.95 136.26 137.20 136.16 141.82 108.19 +0.92
(0.68%)
1.56% 23.61% 35.06B 0.20% A
Strong Buy
IJR
iShares Core S&P Small-Cap ETF
68.49 68.12 68.59 68.07 71.17 54.74 +0.54
(0.79%)
-50.20% 22.45% 29.39B 0.07% A
Strong Buy
VB
Vanguard Small-Cap ETF - DNQ
133.35 132.82 133.44 132.70 136.38 108.79 +1.02
(0.77%)
3.40% 19.12% 18.05B 0.06% A
Strong Buy
SCHA
Schwab U.S. Small-Cap ETF
62.69 62.40 62.75 62.35 64.63 50.85 +0.42
(0.67%)
1.97% 20.03% 5.32B 0.06% A
Strong Buy
FNDA
Schwab Fundamental U.S. Small Company Index ETF
34.30 34.16 34.33 34.14 35.55 27.64 +0.21
(0.62%)
0.59% 19.97% 1.74B 0.32% A
Strong Buy
PRFZ
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
116.18 115.63 116.27 115.60 119.98 91.65 +0.93
(0.81%)
0.77% 23.02% 1.60B 0.29% A
Strong Buy
VTWO
Vanguard Russell 2000 ETF
109.93 109.39 110.04 109.29 113.79 86.43 +0.87
(0.80%)
1.82% 23.85% 1.02B 0.15% A
Strong Buy
IWC
iShares Microcap ETF
85.13 84.97 85.34 84.62 88.51 67.00 +0.53
(0.63%)
-0.83% 24.46% 820.52M 0.60% A
Strong Buy
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML)
120.23 119.78 120.23 119.26 127.00 98.24 +0.78
(0.65%)
-0.50% 19.75% 724.62M 0.15% A
Strong Buy
VIOO
Vanguard S&P Small-Cap 600 ETF
124.44 123.67 124.44 123.63 129.23 99.41 +1.08
(0.88%)
-0.06% 23.28% 614.35M 0.15% A
Strong Buy
EES
WisdomTree SmallCap Earnings Fund
31.96 31.70 31.96 31.70 33.56 24.91 +0.25
(0.79%)
-67.26% 25.10% 478.44M 0.38% A
Strong Buy
FYX
First Trust Small Cap Core AlphaDEX Fund
53.88 53.63 53.94 53.62 56.12 43.34 +0.43
(0.80%)
0.07% 20.73% 470.73M 0.64% A
Strong Buy
TWOK
SPDR Russell 2000 ETF
80.87 80.74 81.03 80.50 83.85 63.77 +0.42
(0.52%)
1.57% 23.82% 192.12M 0.10% A
Strong Buy
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
32.84 32.66 32.87 32.66 35.07 27.19 +0.16
(0.49%)
-3.38% 20.12% 101.22M 0.38% A
Strong Buy
FDM
First Trust DJ Select MicroCap ETF
42.35 42.18 42.39 42.06 44.93 31.86 +0.26
(0.62%)
-3.97% 29.99% 78.04M 0.60% A
Strong Buy
CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
40.38 40.34 40.38 40.15 42.13 31.73 +0.29
(0.72%)
-0.54% 23.83% 50.08M 0.35% A
Strong Buy
SMLF
iShares Edge MSCI Multifactor USA Small-Cap ETF
35.44 35.12 35.56 35.12 36.78 28.62 +0.31
(0.88%)
0.08% 22.12% 47.24M 0.30% A
Strong Buy
EWSC
Guggenheim S&P SmallCap 600 Equal Weight ETF
48.52 48.41 48.61 48.41 51.38 38.94 +0.27
(0.56%)
-2.82% 21.97% 33.62M 0.41% A
Strong Buy
WMCR
Wilshire Micro-Cap ETF (based on the Wilshire US Micro-Cap Index)
30.43 30.53 30.53 30.43 31.25 23.68 +0.13
(0.43%)
2.29% 27.22% 27.21M 0.50% A
Strong Buy
CSA
VictoryShares US Small Cap Volatility Wtd ETF
41.26 41.21 41.27 41.12 43.11 32.58 +0.08
(0.19%)
-0.72% 23.39% 22.56M 0.35% A
Strong Buy
EQWS
PowerShares Russell 2000 Equal Weight Portfolio
39.11 39.13 39.13 39.11 40.69 31.72 +0.18
(0.46%)
-0.81% 24.28% 21.25M 0.25% A
Strong Buy
RWJ
Oppenheimer Small Cap Revenue ETF
64.92 64.68 64.92 64.66 69.74 51.95 +0.53
(0.82%)
-3.28% 21.78% 533.40M 0.39% B
Buy
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
90.55 90.01 90.57 90.01 96.38 73.31 +0.46
(0.51%)
-3.08% 19.81% 206.24M 0.12% B
Buy
NASH
Nashville Area ETF
28.22 28.11 28.22 28.04 29.39 22.74 0.00
(0.00%)
5.73% 10.67% 8.39M 0.49% B
Buy
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
26.71 26.74 26.74 26.65 27.59 25.22 +0.13
(0.49%)
2.18% 5.78% 32.93M 0.39% NR
Not Rated
CSML
IQ Chaikin U.S. Small Cap ETF
24.78 24.77 24.78 24.75 25.22 24.45 +0.12
(0.49%)
0.00% -1.47% 32.05M N/A NR
Not Rated
NUSC
NuShares ESG Small-Cap ETF
25.46 25.32 25.46 25.32 27.07 24.17 +0.10
(0.39%)
3.29% 2.66% 12.57M 0.40% NR
Not Rated
XSHD
PowerShares S&P SmallCap High Dividend Low Volatility Portfolio
24.14 24.18 24.19 24.14 27.33 23.92 +0.01
(0.04%)
-6.58% -2.39% 8.41M 0.30% NR
Not Rated
SMMV
iShares Trust ETF
27.21 27.25 27.25 27.20 27.62 23.65 +0.17
(0.63%)
4.77% 11.75% 8.07M 0.20% NR
Not Rated
FLQS
Franklin LibertyQ U.S. Small Cap Equity ETF
24.39 24.39 24.39 24.39 25.33 24.39 0.00
(0.00%)
0.00% -3.71% 3.63M 0.35% NR
Not Rated
XSHQ
PowerShares S&P SmallCap Quality Portfolio
24.85 24.85 24.85 24.85 25.60 24.19 0.00
(0.00%)
0.00% 1.59% 2.47M 0.29% NR
Not Rated

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