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 #7 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
168.48 168.80 169.31 168.35 170.20 134.12 -0.69
(-0.41%)
10.76% 17.65% 46.70B 0.20% A
Strong Buy
IJR
iShares Core S&P Small-Cap ETF
86.72 86.99 87.16 86.63 87.16 66.76 -0.32
(-0.37%)
13.24% 21.12% 44.85B 0.07% A
Strong Buy
SCHA
Schwab U.S. Small-Cap ETF
75.93 76.15 76.24 75.88 76.47 61.64 -0.33
(-0.43%)
9.20% 16.37% 8.39B 0.05% A
Strong Buy
FNDA
Schwab Fundamental U.S. Small Company Index ETF
40.71 40.83 40.89 40.69 41.20 33.34 -0.21
(-0.51%)
7.61% 15.13% 3.39B 0.25% A
Strong Buy
IWC
iShares Microcap ETF
107.68 108.22 108.31 107.68 109.96 83.45 -0.52
(-0.48%)
12.72% 20.15% 1.10B 0.60% A
Strong Buy
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML)
75.04 75.16 75.40 75.00 75.40 58.61 -0.29
(-0.38%)
-43.44% 19.50% 1.10B 0.15% A
Strong Buy
EES
WisdomTree U.S. SmallCap Earnings Fund
39.83 39.90 39.99 39.76 40.30 31.16 -0.09
(-0.23%)
10.24% 19.72% 733.90M 0.38% A
Strong Buy
FYX
First Trust Small Cap Core AlphaDEX Fund
68.08 68.39 68.42 68.02 68.71 53.07 -0.20
(-0.29%)
11.45% 20.03% 729.82M 0.63% A
Strong Buy
RWJ
Oppenheimer Small Cap Revenue ETF
74.69 75.37 75.37 74.69 77.03 60.34 -0.75
(-0.99%)
7.07% 11.50% 528.64M 0.39% A
Strong Buy
SMLF
iShares Edge MSCI Multifactor USA Small-Cap ETF
43.36 43.57 43.57 43.28 43.57 34.88 -0.09
(-0.21%)
9.90% 16.97% 159.84M 0.30% A
Strong Buy
OUSM
O'Shares FTSE Russell Small Cap Quality Dividend ETF
27.92 28.00 28.03 27.88 28.04 24.76 -0.09
(-0.32%)
4.09% 8.09% 141.99M 0.48% A
Strong Buy
FDM
First Trust DJ Select MicroCap ETF
51.91 52.13 52.13 51.91 52.62 41.86 -0.17
(-0.33%)
9.57% 17.28% 140.01M 0.60% A
Strong Buy
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
32.49 32.72 32.72 32.40 32.72 26.40 -0.04
(-0.12%)
9.60% 17.29% 93.58M 0.29% A
Strong Buy
NUSC
NuShares ESG Small-Cap ETF
31.57 31.78 31.78 31.49 31.78 25.30 -0.10
(-0.32%)
10.97% 18.60% 61.64M 0.40% A
Strong Buy
EWSC
Invesco S&P SmallCap 600 Equal Weight ETF
61.46 61.76 61.76 61.34 64.27 47.01 -0.32
(-0.52%)
13.25% 21.41% 39.66M 0.40% A
Strong Buy
XSHQ
Invesco S&P SmallCap Quality ETF
30.44 30.59 30.72 30.44 31.00 24.05 -0.11
(-0.36%)
12.98% 19.58% 37.85M 0.29% A
Strong Buy
SMMV
iShares Trust ETF
31.86 31.84 31.90 31.80 32.09 27.25 -0.06
(-0.19%)
9.45% 14.03% 36.42M 0.20% A
Strong Buy
EQWS
Invesco Russell 2000 Equal Weight ETF
47.18 47.13 47.18 47.07 47.79 37.76 -0.12
(-0.25%)
8.66% 15.75% 25.85M 0.25% A
Strong Buy
VTWO
Vanguard Russell 2000 ETF
135.36 135.64 136.00 135.30 136.70 107.77 -0.61
(-0.45%)
10.85% 17.65% N/A N/A A
Strong Buy
PRFZ
Invesco FTSE RAFI US 1500 Small-Mid ETF
142.53 143.13 143.22 142.37 144.21 113.90 -0.62
(-0.43%)
9.80% 18.24% N/A N/A A
Strong Buy
VB
Vanguard Small-Cap ETF - DNQ
160.62 161.06 161.23 160.48 161.44 131.25 -0.56
(-0.35%)
9.00% 16.08% N/A N/A A
Strong Buy
VIOO
Vanguard S&P Small-Cap 600 ETF
158.18 158.50 158.94 158.08 158.94 121.82 -0.47
(-0.30%)
13.50% 21.29% N/A N/A A
Strong Buy
CSA
VictoryShares US Small Cap Volatility Wtd ETF
49.99 49.92 49.99 49.92 50.28 40.61 -0.04
(-0.08%)
8.95% 16.17% N/A N/A A
Strong Buy
CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
48.90 48.97 49.05 48.87 49.61 39.59 +0.04
(0.08%)
8.74% 16.43% N/A N/A A
Strong Buy
WMCR
Invesco Wilshire Micro-Cap ETF
37.23 37.23 37.23 37.23 39.65 29.79 +0.03
(0.08%)
0.81% 16.67% N/A N/A A
Strong Buy
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
37.58 37.81 37.81 37.58 37.94 31.44 -0.10
(-0.27%)
5.89% 11.25% N/A N/A A
Strong Buy
SPSM
SPDR Russell 2000 ETF
33.23 33.32 33.36 33.19 33.52 26.40 -0.10
(-0.30%)
10.41% 17.74% N/A N/A A
Strong Buy
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
96.88 97.35 97.35 96.66 100.14 84.63 -0.34
(-0.35%)
6.55% 3.79% 192.68M 0.12% B
Buy
XSHD
Invesco S&P SmallCap High Dividend Low Volatility ETF
26.28 26.24 26.30 26.17 26.89 23.12 -0.07
(-0.27%)
7.00% 7.00% 9.14M 0.30% B
Buy
CSML
IQ Chaikin U.S. Small Cap ETF
29.29 29.44 29.44 29.28 29.96 23.89 -0.14
(-0.48%)
4.56% 12.78% 506.72M 0.35% NR
Not Rated
USVM
USAA MSCI USA Small Cap Value Momentum Blend Index ETF
55.58 55.83 55.83 55.58 55.88 47.00 -0.22
(-0.39%)
9.60% 11.25% 66.54M 0.25% NR
Not Rated
JHSC
John Hancock Multifactor Small Cap ETF
27.75 27.82 27.82 27.73 28.88 24.27 -0.02
(-0.07%)
6.28% 11.04% 49.04M 0.50% NR
Not Rated
GSSC
GS ActiveBeta U.S. Small Cap Equity ETF
48.32 48.24 48.41 48.24 48.61 38.25 +0.07
(0.15%)
11.79% 18.66% 43.22M 0.20% NR
Not Rated
ESML
iShares MSCI USA Small Cap ESG Optimized ETF
27.99 28.28 28.28 27.94 28.28 25.24 -0.02
(-0.07%)
9.04% 9.04% 11.19M 0.17% NR
Not Rated
FLQS
Franklin LibertyQ U.S. Small Cap Equity ETF
29.94 30.02 30.02 29.89 30.02 24.17 -0.07
(-0.23%)
12.23% 18.76% 7.49M 0.35% NR
Not Rated
RNSC
First Trust Small Cap US Equity Select ETF
23.12 23.12 23.12 23.12 23.38 19.03 +0.27
(1.18%)
7.63% 16.30% 4.57M 0.60% NR
Not Rated
PBSM
Invesco PureBeta MSCI USA Small Cap ETF
29.43 29.43 29.43 29.43 29.84 24.80 0.00
(0.00%)
11.40% 16.88% 2.92M 0.06% NR
Not Rated
OMFS
Oppenheimer Russell 2000 Dynamic Multifactor ETF:
27.73 27.73 27.73 27.73 27.89 24.71 0.00
(0.00%)
7.39% 10.88% N/A N/A NR
Not Rated
CALF
Pacer US Small Cap Cash Cows 100 ETF
29.33 29.49 29.53 29.33 32.40 22.60 -0.24
(-0.81%)
12.74% 13.24% 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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