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.

D

Category Grade

This category ranks #41 out of 65 ETF categories.

D
Sell

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is D (Sell).


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
SMMV
iShares Trust ETF
29.31 29.72 29.82 29.22 36.37 21.65 -0.27
(-0.91%)
0.69% -9.95% 442.65M 0.20% C
Neutral
OUSM
O'Shares FTSE Russell Small Cap Quality Dividend ETF
25.13 25.72 25.72 25.07 30.36 17.70 -0.48
(-1.87%)
-6.31% -2.92% 67.68M 0.48% C
Neutral
GSSC
GS ActiveBeta U.S. Small Cap Equity ETF
39.36 40.41 40.52 39.10 48.62 26.89 -0.91
(-2.26%)
-8.94% -8.11% 59.73M 0.20% C
Neutral
CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
38.60 39.29 39.43 38.60 40.01 31.28 -0.82
(-2.08%)
-14.16% 1.44% 42.06M 0.35% C
Neutral
XSHQ
Invesco S&P SmallCap Quality ETF
24.77 25.23 25.23 24.77 29.59 18.70 -0.69
(-2.71%)
-8.06% -6.01% 3.09M 0.29% C
Neutral
IWM
iShares Russell 2000 ETF
139.70 144.74 144.74 137.58 170.56 95.69 -3.39
(-2.37%)
-8.16% -6.61% 30.35B 0.19% D
Sell
IJR
iShares Core S&P Small-Cap ETF
66.94 69.80 69.80 66.55 85.92 47.52 -2.04
(-2.96%)
-12.59% -10.72% 30.01B 0.07% D
Sell
VB
Vanguard Small-Cap ETF - DNQ
142.61 146.07 146.07 142.01 170.84 95.51 -2.12
(-1.46%)
-3.22% -4.63% 19.95B 0.05% D
Sell
SCHA
Schwab U.S. Small-Cap ETF
63.71 65.64 65.64 63.42 77.74 43.05 -1.34
(-2.06%)
-8.38% -7.13% 6.05B 0.04% D
Sell
FNDA
Schwab Fundamental U.S. Small Company Index ETF
31.47 32.50 32.50 31.37 40.88 21.80 -0.72
(-2.24%)
-16.81% -13.02% 2.77B 0.25% D
Sell
SPSM
SPDR Russell 2000 ETF
25.99 27.16 27.16 25.87 33.48 18.35 -0.81
(-3.02%)
-13.65% -11.72% 1.35B 0.05% D
Sell
PRFZ
Invesco FTSE RAFI US 1500 Small-Mid ETF
108.88 112.25 112.50 108.57 139.30 76.37 -2.66
(-2.38%)
-16.12% -11.62% 1.17B 0.39% D
Sell
VTWO
Vanguard Russell 2000 ETF
112.69 116.54 116.66 112.00 136.80 76.92 -2.60
(-2.26%)
-7.72% -6.33% 1.11B 0.10% D
Sell
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML)
57.80 60.12 60.12 57.56 74.23 40.78 -1.79
(-3.00%)
-56.43% -10.80% 837.18M 0.15% D
Sell
VIOO
Vanguard S&P Small-Cap 600 ETF
122.06 127.27 127.47 121.64 156.00 86.18 -3.73
(-2.97%)
-12.41% -10.51% 686.50M 0.10% D
Sell
IWC
iShares Microcap ETF
83.17 85.64 85.80 82.89 101.44 55.02 -1.69
(-1.99%)
-12.94% -8.38% 525.47M 0.60% D
Sell
JHSC
John Hancock Multifactor Small Cap ETF
23.33 24.09 24.09 23.25 29.28 15.83 -0.51
(-2.14%)
-10.65% -8.02% 391.56M 0.50% D
Sell
FYX
First Trust Small Cap Core AlphaDEX Fund
53.01 55.12 55.12 52.82 66.13 31.47 -1.64
(-3.00%)
-13.22% -10.05% 308.62M 0.63% D
Sell
SMLF
iShares Edge MSCI Multifactor USA Small-Cap ETF
35.45 36.49 36.49 35.33 44.18 24.18 -0.69
(-1.91%)
-10.15% -8.94% 248.07M 0.30% D
Sell
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
75.42 78.17 78.17 75.05 101.53 56.00 -2.15
(-2.77%)
-17.05% -16.91% 213.25M 0.12% D
Sell
USVM
USAA MSCI USA Small Cap Value Momentum Blend Index ETF
44.59 45.55 45.58 44.59 55.66 30.85 -0.91
(-2.00%)
-12.07% -10.03% 182.43M 0.24% D
Sell
NUSC
NuShares ESG Small-Cap ETF
26.58 27.37 27.37 26.52 32.11 17.25 -0.50
(-1.85%)
-6.57% -5.98% 182.27M 0.40% D
Sell
RWJ
Oppenheimer Small Cap Revenue ETF
53.98 56.62 56.62 53.98 68.90 36.32 -1.81
(-3.24%)
-22.62% -11.59% 175.25M 0.39% D
Sell
ESML
iShares MSCI USA Small Cap ESG Optimized ETF
24.43 25.17 25.17 24.35 29.69 16.65 -0.43
(-1.73%)
-4.83% -5.32% 122.92M 0.17% D
Sell
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
26.59 27.50 27.50 26.34 33.29 17.75 -0.56
(-2.06%)
-10.30% -10.20% 104.70M 0.29% D
Sell
CSML
IQ Chaikin U.S. Small Cap ETF
21.07 21.56 21.70 20.97 28.05 13.30 -0.64
(-2.95%)
-24.79% -11.58% 84.68M 0.35% D
Sell
FDM
First Trust DJ Select MicroCap ETF
38.26 39.76 39.76 38.26 51.53 26.31 -1.14
(-2.89%)
-19.24% -12.87% 74.81M 0.60% D
Sell
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
29.40 30.29 30.29 29.40 38.27 20.00 -0.67
(-2.23%)
-17.16% -12.97% 70.83M 0.38% D
Sell
EWSC
Invesco S&P SmallCap 600 Equal Weight ETF
44.80 45.94 45.94 44.80 57.89 28.85 -1.42
(-3.07%)
-17.45% -11.92% 17.03M 0.40% D
Sell
CSA
VictoryShares US Small Cap Volatility Wtd ETF
39.47 40.95 40.95 39.47 50.40 28.50 -1.11
(-2.74%)
-13.98% -10.38% 15.67M 0.35% D
Sell
CALF
Pacer US Small Cap Cash Cows 100 ETF
22.10 22.70 22.90 22.10 27.84 14.99 -0.82
(-3.58%)
-15.05% -4.07% 15.00M 0.59% D
Sell
FLQS
Franklin LibertyQ U.S. Small Cap Equity ETF
24.60 24.60 24.60 24.60 29.86 17.27 -0.53
(-2.11%)
-7.79% -9.26% 10.60M 0.35% D
Sell
OMFS
Oppenheimer Russell 2000 Dynamic Multifactor ETF:
22.84 23.73 23.73 22.84 29.24 16.14 -0.53
(-2.27%)
-11.54% -11.96% 7.91M 0.39% D
Sell
RNSC
First Trust Small Cap US Equity Select ETF
17.71 18.14 18.16 17.71 22.54 12.64 -0.50
(-2.75%)
-17.56% -12.50% 5.64M 0.60% D
Sell
PBSM
Invesco PureBeta MSCI USA Small Cap ETF
24.21 24.21 24.21 24.21 29.33 16.81 -0.49
(-1.98%)
-8.36% -6.92% 1.86M 0.06% D
Sell
EES
WisdomTree U.S. SmallCap Earnings Fund
27.86 29.08 29.08 27.72 38.74 19.16 -0.89
(-3.10%)
-22.89% -19.48% 396.19M 0.38% F
Strong Sell
XSHD
Invesco S&P SmallCap High Dividend Low Volatility ETF
15.80 16.35 16.35 15.80 24.92 12.25 -0.55
(-3.36%)
-35.67% -31.82% 14.53M 0.30% F
Strong Sell
SMHB
ETRACS 2xMonthly Pay Leveraged U.S. Small Cap High Dividend ETN Series B
4.61 5.09 5.09 4.58 18.54 1.19 -0.20
(-4.16%)
0.00% -74.75% 6.67M 0.85% F
Strong Sell
KSCD
KFA Small Cap Quality Dividend Index ETF
22.58 22.99 22.99 22.58 26.92 17.38 -0.44
(-1.91%)
0.00% -10.28% 22.66M 0.51% NR
Not Rated
KJAN
Innovator Russell 200 Power Buffer ETF — January
24.58 25.01 25.01 24.58 27.86 18.78 -0.27
(-1.09%)
0.00% -7.81% N/A N/A NR
Not Rated
AFSM
First Trust Active Factor Small Cap ETF
16.54 16.54 16.54 16.54 20.91 11.37 -0.37
(-2.19%)
0.00% -17.49% N/A N/A NR
Not Rated
TPSC
Timothy Plan U.S. Small Cap Core ETF
20.50 21.00 21.00 20.50 26.19 14.88 -0.51
(-2.43%)
0.00% -16.89% N/A N/A NR
Not Rated
MFMS
Motley Fool Small-Cap Growth ETF
27.28 28.26 28.26 27.22 28.59 17.60 -0.44
(-1.59%)
0.00% 18.87% 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
OVS
Overlay Shares Small Cap Equity ETF
21.60 21.97 23.78 21.51 27.83 15.28 -0.50
(-2.26%)
0.00% -11.98% N/A N/A NR
Not Rated

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