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 #9 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 |
212.53 | 214.97 | 215.15 | 211.95 | 215.98 | 95.69 | -1.86 (-0.87%) |
8.40% | 26.75% | 65.40B | 0.19% |
A Strong Buy |
IJR iShares Core S&P Small-Cap ETF |
99.90 | 101.35 | 101.54 | 99.68 | 101.68 | 47.52 | -1.15 (-1.14%) |
8.71% | 18.13% | 62.88B | 0.06% |
A Strong Buy |
VB Vanguard Small-Cap ETF |
207.43 | 209.50 | 209.84 | 207.27 | 209.93 | 95.51 | -1.56 (-0.75%) |
6.55% | 23.08% | 41.30B | 0.05% |
A Strong Buy |
SCHA Schwab U.S. Small-Cap ETF |
96.26 | 97.31 | 97.51 | 96.01 | 97.69 | 43.05 | -0.79 (-0.81%) |
8.16% | 25.75% | 14.60B | 0.04% |
A Strong Buy |
FNDA Schwab Fundamental U.S. Small Company Index ETF |
46.07 | 46.49 | 46.49 | 45.97 | 46.75 | 21.80 | -0.41 (-0.88%) |
7.34% | 14.15% | 4.02B | 0.25% |
A Strong Buy |
VTWO Vanguard Russell 2000 ETF |
171.59 | 173.44 | 173.59 | 171.13 | 174.34 | 76.92 | -1.55 (-0.90%) |
8.42% | 27.39% | 3.72B | 0.10% |
A Strong Buy |
SPSM SPDR Portfolio S&P 600 Small Cap ETF |
38.90 | 39.28 | 39.54 | 38.80 | 39.57 | 18.35 | -0.43 (-1.09%) |
8.66% | 17.88% | 3.64B | 0.05% |
A Strong Buy |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF |
163.64 | 164.82 | 164.82 | 163.43 | 165.38 | 76.37 | -1.20 (-0.73%) |
8.41% | 19.26% | 1.85B | 0.39% |
A Strong Buy |
SLY SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML) |
86.53 | 87.74 | 87.74 | 86.30 | 88.05 | 40.78 | -0.96 (-1.10%) |
8.79% | 18.31% | 1.53B | 0.15% |
A Strong Buy |
VIOO Vanguard S&P Small-Cap 600 ETF |
182.53 | 185.08 | 185.66 | 182.15 | 185.72 | 86.18 | -2.10 (-1.14%) |
8.80% | 18.90% | 1.36B | 0.10% |
A Strong Buy |
IWC iShares Microcap ETF |
132.99 | 134.43 | 134.56 | 131.98 | 135.37 | 55.02 | -1.07 (-0.80%) |
12.09% | 32.72% | 1.12B | 0.60% |
A Strong Buy |
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF |
35.36 | 35.72 | 35.72 | 35.10 | 36.37 | 21.65 | -0.30 (-0.84%) |
4.34% | -1.83% | 909.08M | 0.20% |
A Strong Buy |
SMLF iShares MSCI USA Small-Cap Multifactor ETF |
49.57 | 49.94 | 50.00 | 49.44 | 50.01 | 24.18 | -0.30 (-0.60%) |
8.34% | 13.47% | 797.44M | 0.30% |
A Strong Buy |
FYX First Trust Small Cap Core AlphaDEX Fund |
84.57 | 85.61 | 85.61 | 84.34 | 85.99 | 31.47 | -0.83 (-0.97%) |
9.89% | 30.39% | 755.79M | 0.63% |
A Strong Buy |
NUSC Nuveen ESG Small-Cap ETF |
41.19 | 41.64 | 41.64 | 41.10 | 41.64 | 17.25 | -0.28 (-0.68%) |
7.43% | 29.90% | 634.19M | 0.40% |
A Strong Buy |
ESML iShares ESG Aware MSCI USA Small-Cap ETF |
36.77 | 37.35 | 37.35 | 36.71 | 37.35 | 16.65 | -0.28 (-0.76%) |
7.74% | 25.37% | 584.44M | 0.17% |
A Strong Buy |
JHSC John Hancock Multifactor Small Cap ETF |
32.61 | 32.84 | 32.84 | 32.59 | 33.01 | 15.83 | -0.24 (-0.73%) |
6.36% | 15.59% | 579.69M | 0.42% |
A Strong Buy |
EES WisdomTree U.S. SmallCap Fund |
41.99 | 42.41 | 42.45 | 41.90 | 42.58 | 19.16 | -0.40 (-0.94%) |
7.89% | 11.47% | 502.44M | 0.38% |
A Strong Buy |
RWJ Invesco Exchange-Traded Fund Trust II Invesco S&P SmallCap 600 Revenue ETF |
92.19 | 92.96 | 92.96 | 91.66 | 93.25 | 36.32 | -0.12 (-0.13%) |
13.67% | 37.27% | 356.60M | 0.39% |
A Strong Buy |
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
65.17 | 65.46 | 65.46 | 64.99 | 65.67 | 30.85 | -0.34 (-0.52%) |
9.38% | 18.48% | 279.89M | 0.25% |
A Strong Buy |
GSSC GS ActiveBeta U.S. Small Cap Equity ETF |
59.11 | 59.85 | 59.85 | 58.58 | 59.85 | 26.89 | -0.20 (-0.34%) |
9.20% | 23.26% | 269.72M | 0.20% |
A Strong Buy |
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF |
101.09 | 101.08 | 101.39 | 100.62 | 101.93 | 56.00 | -0.84 (-0.82%) |
5.64% | 0.57% | 223.12M | 0.12% |
A Strong Buy |
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF |
39.30 | 39.79 | 39.85 | 39.27 | 39.85 | 17.75 | -0.35 (-0.88%) |
9.11% | 20.00% | 190.46M | 0.29% |
A Strong Buy |
CSML IQ Chaikin U.S. Small Cap ETF |
31.51 | 31.65 | 31.65 | 31.40 | 31.91 | 13.30 | -0.40 (-1.25%) |
7.96% | 13.88% | 186.44M | 0.35% |
A Strong Buy |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund |
41.54 | 41.87 | 41.90 | 41.36 | 42.54 | 20.00 | -0.32 (-0.76%) |
5.03% | 10.64% | 151.76M | 0.38% |
A Strong Buy |
OUSM OShares U.S. Small-Cap Quality Dividend ETF |
32.23 | 32.48 | 32.49 | 32.19 | 32.49 | 17.70 | -0.13 (-0.40%) |
3.57% | 7.43% | 131.27M | 0.48% |
A Strong Buy |
FDM First Trust DJ Select MicroCap ETF |
51.62 | 52.16 | 52.16 | 51.25 | 52.16 | 26.31 | -0.32 (-0.62%) |
7.81% | 3.51% | 130.14M | 0.60% |
A Strong Buy |
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF |
53.84 | 53.80 | 53.84 | 53.80 | 54.51 | 31.28 | -0.50 (-0.92%) |
7.08% | 36.47% | 51.60M | 0.38% |
A Strong Buy |
KSCD KFA Small Cap Quality Dividend Index ETF |
26.52 | 26.39 | 26.55 | 26.39 | 27.28 | 17.38 | -0.25 (-0.93%) |
3.88% | -0.97% | 40.16M | 0.52% |
A Strong Buy |
XSHQ Invesco S&P SmallCap Quality ETF |
34.83 | 35.27 | 35.27 | 34.58 | 35.56 | 18.70 | -0.50 (-1.42%) |
8.86% | 19.09% | 34.79M | 0.29% |
A Strong Buy |
CALF Pacer US Small Cap Cash Cows 100 ETF |
34.93 | 35.23 | 35.23 | 34.83 | 35.49 | 14.99 | -0.09 (-0.26%) |
11.88% | 27.98% | 33.18M | 0.59% |
A Strong Buy |
TPSC Timothy Plan US Small Cap Core ETF |
29.68 | 29.73 | 29.79 | 29.68 | 30.11 | 14.88 | -0.26 (-0.87%) |
7.08% | 16.26% | 32.35M | 0.52% |
A Strong Buy |
EWSC Invesco S&P SmallCap 600 Equal Weight ETF |
71.06 | 70.90 | 71.25 | 70.58 | 72.17 | 28.85 | -0.46 (-0.64%) |
10.19% | 25.31% | 32.18M | 0.40% |
A Strong Buy |
CSA VictoryShares US Small Cap Volatility Wtd ETF |
57.54 | 57.80 | 57.80 | 57.54 | 58.47 | 28.50 | -0.69 (-1.18%) |
7.88% | 16.37% | 23.29M | 0.35% |
A Strong Buy |
PBSM Invesco PureBeta MSCI USA Small Cap ETF |
36.23 | 36.42 | 36.45 | 36.08 | 37.03 | 16.81 | -0.20 (-0.55%) |
8.03% | 24.73% | 17.26M | 0.06% |
A Strong Buy |
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF |
34.03 | 34.03 | 34.03 | 34.03 | 34.16 | 17.27 | -0.13 (-0.38%) |
6.91% | 14.87% | 17.07M | 0.35% |
A Strong Buy |
OMFS Invesco Exchange-Traded Self-Indexed Fund Trust Invesco Russell 2000 Dynamic Multifactor ETF |
36.62 | 36.64 | 36.69 | 36.55 | 36.78 | 16.14 | -0.11 (-0.30%) |
11.13% | 28.02% | 16.48M | 0.39% |
A Strong Buy |
RNSC First Trust Small Cap US Equity Select ETF |
25.66 | 25.68 | 25.68 | 25.66 | 26.25 | 12.64 | -0.31 (-1.19%) |
6.69% | 15.47% | 10.39M | 0.60% |
A Strong Buy |
OVS Overlay Shares Small Cap Equity ETF |
32.73 | 32.67 | 33.40 | 32.67 | 33.50 | 15.28 | -0.34 (-1.03%) |
9.44% | 18.76% | 3.32M | 0.75% |
A Strong Buy |
AFSM First Trust Active Factor Small Cap ETF |
24.15 | 24.18 | 24.18 | 24.15 | 24.32 | 11.37 | -0.17 (-0.70%) |
9.21% | 16.50% | 2.08M | 0.75% |
A Strong Buy |
KJAN Innovator ETFs Trust Innovator Russell 2000 Power Buffer ETF - January |
29.74 | 30.91 | 30.91 | 29.65 | 30.91 | 18.78 | -0.09 (-0.30%) |
2.55% | 10.66% | N/A | 0.79% |
A Strong Buy |
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF |
21.12 | 21.42 | 21.42 | 21.01 | 24.51 | 12.25 | -0.16 (-0.75%) |
5.76% | -13.73% | 21.09M | 0.30% |
B Buy |
SMHB ETRACS Monthly Pay 2x Leveraged Small Cap High Dividend ETN Series B |
9.25 | 9.44 | 9.50 | 9.17 | 18.16 | 1.19 | -0.15 (-1.60%) |
13.64% | -48.61% | 37.93M | 0.85% |
C Neutral |
BKSE BNY Mellon US Small Cap Core Equity ETF |
90.08 | 90.88 | 90.88 | 90.03 | 90.98 | 51.52 | -0.67 (-0.74%) |
7.14% | 65.02% | 44.95M | 0.04% |
NR Not Rated |
SIXS 6 Meridian Small Cap Equity ETF |
41.06 | 41.30 | 41.30 | 41.06 | 41.58 | 23.77 | -0.43 (-1.04%) |
10.23% | 57.28% | 28.12M | 0.97% |
NR Not Rated |
SSLY Syntax Stratified SmallCap ETF |
47.19 | 47.19 | 47.19 | 47.19 | 47.59 | 29.39 | -0.33 (-0.69%) |
9.35% | 58.80% | 15.23M | 0.30% |
NR Not Rated |
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
62.35 | 62.94 | 62.94 | 62.35 | 62.94 | 51.05 | -0.46 (-0.73%) |
8.22% | 20.92% | 10.99M | 0.09% |
NR Not Rated |
XJR iShares ESG Screened S&P Small-Cap ETF |
36.04 | 36.15 | 36.15 | 36.04 | 36.56 | 24.65 | -0.30 (-0.83%) |
8.47% | 46.25% | 7.26M | 0.12% |
NR Not Rated |
STSB iShares Factors US Small Blend Style ETF |
43.89 | 43.89 | 43.89 | 43.89 | 44.18 | 24.30 | -0.29 (-0.66%) |
8.37% | 80.64% | 6.63M | 0.35% |
NR Not Rated |
KAPR Innovator Russell 2000 Power Buffer ETF -April |
26.95 | 26.84 | 26.95 | 26.84 | 27.04 | 21.80 | +0.01 (0.04%) |
0.32% | 21.56% | N/A | 0.79% |
NR Not Rated |
MFMS Motley Fool Small-Cap Growth ETF |
41.07 | 41.98 | 41.98 | 41.03 | 41.98 | 17.60 | -0.51 (-1.23%) |
6.59% | 50.88% | 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 |
KJUL Innovator Russell 2000 Power Buffer ETF - July |
26.14 | 26.20 | 26.20 | 26.14 | 26.20 | 22.71 | -0.01 (-0.04%) |
1.26% | 13.06% | N/A | 0.79% |
NR Not Rated |
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