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.

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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	27.94	27.65	28.17	27.45	36.37	21.65	+1.17 (4.37%)	-4.02%	-13.60%	442.65M	0.20%	C Neutral
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF	22.75	22.47	23.02	22.47	30.36	17.70	+0.60 (2.71%)	-15.19%	-15.83%	67.68M	0.48%	C Neutral
GSSC GS ActiveBeta U.S. Small Cap Equity ETF	35.16	34.19	35.24	34.19	48.62	26.89	+1.49 (4.43%)	-18.66%	-20.30%	59.73M	0.20%	C Neutral
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF	35.75	35.21	35.77	35.21	41.21	31.28	+1.31 (3.80%)	-20.50%	-10.72%	42.06M	0.35%	C Neutral
XSHQ Invesco S&P SmallCap Quality ETF	22.84	22.34	23.13	22.34	29.59	18.70	+0.91 (4.15%)	-15.23%	-15.19%	3.09M	0.29%	C Neutral
IWM iShares Russell 2000 ETF	123.72	121.92	124.61	121.32	170.56	95.69	+5.65 (4.79%)	-18.66%	-20.28%	30.35B	0.19%	D Sell
IJR iShares Core S&P Small-Cap ETF	61.02	59.55	61.33	59.37	85.92	47.52	+3.01 (5.19%)	-20.32%	-22.07%	30.01B	0.07%	D Sell
VB Vanguard Small-Cap ETF - DNQ	125.77	124.12	127.49	123.70	170.84	95.51	+4.53 (3.74%)	-14.65%	-18.89%	19.95B	0.05%	D Sell
SCHA Schwab U.S. Small-Cap ETF	56.08	55.07	56.65	54.93	77.74	43.05	+2.38 (4.43%)	-19.35%	-20.97%	6.05B	0.04%	D Sell
FNDA Schwab Fundamental U.S. Small Company Index ETF	28.37	27.85	28.69	27.83	40.88	21.80	+1.20 (4.42%)	-25.01%	-25.15%	2.77B	0.25%	D Sell
SPSM SPDR Russell 2000 ETF	23.75	23.07	23.83	23.07	33.48	18.35	+1.17 (5.18%)	-21.09%	-22.64%	1.35B	0.05%	D Sell
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	96.92	94.67	97.54	94.67	139.30	76.37	+4.53 (4.90%)	-25.33%	-25.21%	1.17B	0.39%	D Sell
VTWO Vanguard Russell 2000 ETF	99.60	97.54	100.31	97.54	136.80	76.92	+4.23 (4.44%)	-18.43%	-20.13%	1.11B	0.10%	D Sell
SLY SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML)	52.66	51.38	53.05	51.38	74.23	40.78	+2.54 (5.07%)	-60.31%	-22.17%	837.18M	0.15%	D Sell
VIOO Vanguard S&P Small-Cap 600 ETF	111.42	108.88	111.76	108.44	156.00	86.18	+5.65 (5.34%)	-20.05%	-21.79%	686.50M	0.10%	D Sell
IWC iShares Microcap ETF	71.20	69.32	71.89	69.32	101.44	55.02	+3.41 (5.03%)	-25.47%	-24.31%	525.47M	0.60%	D Sell
JHSC John Hancock Multifactor Small Cap ETF	21.08	20.61	21.32	20.61	29.28	15.83	+0.93 (4.62%)	-19.26%	-19.79%	391.56M	0.50%	D Sell
FYX First Trust Small Cap Core AlphaDEX Fund	45.37	44.52	46.12	44.39	66.13	31.47	+2.25 (5.22%)	-25.73%	-27.29%	308.62M	0.63%	D Sell
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF	32.14	31.83	32.44	31.65	44.18	24.18	+1.12 (3.61%)	-18.54%	-20.97%	248.07M	0.30%	D Sell
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF	72.33	69.05	72.57	69.05	101.53	56.00	+4.45 (6.56%)	-20.45%	-21.58%	213.25M	0.12%	D Sell
USVM USAA MSCI USA Small Cap Value Momentum Blend Index ETF	40.08	39.62	40.50	39.43	55.66	30.85	+1.66 (4.32%)	-20.96%	-22.30%	182.43M	0.24%	D Sell
NUSC NuShares ESG Small-Cap ETF	23.47	23.07	23.67	23.07	32.11	17.25	+1.03 (4.59%)	-17.50%	-19.48%	182.27M	0.40%	D Sell
RWJ Oppenheimer Small Cap Revenue ETF	46.00	44.64	46.54	44.64	68.90	36.32	+2.76 (6.38%)	-34.06%	-30.50%	175.25M	0.39%	D Sell
ESML iShares MSCI USA Small Cap ESG Optimized ETF	21.68	21.26	21.90	21.26	29.69	16.65	+0.80 (3.83%)	-15.54%	-18.92%	122.92M	0.17%	D Sell
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF	23.56	23.09	23.80	23.09	33.29	17.75	+0.92 (4.06%)	-20.52%	-23.11%	104.70M	0.29%	D Sell
CSML IQ Chaikin U.S. Small Cap ETF	18.81	18.33	18.88	18.33	28.05	13.30	+0.95 (5.32%)	-32.85%	-25.48%	84.68M	0.35%	D Sell
FDM First Trust DJ Select MicroCap ETF	33.48	32.51	33.75	32.51	51.53	26.31	+1.66 (5.22%)	-29.33%	-26.21%	74.81M	0.60%	D Sell
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	27.22	26.84	27.39	26.78	38.27	20.00	+1.27 (4.89%)	-23.30%	-23.01%	70.83M	0.38%	D Sell
EWSC Invesco S&P SmallCap 600 Equal Weight ETF	39.28	39.28	39.28	38.47	57.89	28.85	+2.52 (6.86%)	-27.62%	-28.21%	17.03M	0.40%	D Sell
CSA VictoryShares US Small Cap Volatility Wtd ETF	35.73	35.56	35.73	35.05	50.40	28.50	+1.69 (4.96%)	-22.13%	-21.75%	15.67M	0.35%	D Sell
CALF Pacer US Small Cap Cash Cows 100 ETF	19.56	19.15	19.64	19.15	27.84	14.99	+0.91 (4.88%)	-24.81%	-22.69%	15.00M	0.59%	D Sell
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF	22.24	22.24	22.24	22.24	29.86	17.27	+0.99 (4.66%)	-16.64%	-20.05%	10.60M	0.35%	D Sell
OMFS Oppenheimer Russell 2000 Dynamic Multifactor ETF:	20.95	20.95	20.95	20.95	29.24	16.14	+0.98 (4.91%)	-18.86%	-20.09%	7.91M	0.39%	D Sell
RNSC First Trust Small Cap US Equity Select ETF	16.16	16.22	16.23	15.87	22.54	12.64	+0.72 (4.66%)	-24.77%	-24.56%	5.64M	0.60%	D Sell
PBSM Invesco PureBeta MSCI USA Small Cap ETF	21.49	21.30	21.49	21.23	29.33	16.81	+0.94 (4.57%)	-18.66%	-20.08%	1.86M	0.06%	D Sell
EES WisdomTree U.S. SmallCap Earnings Fund	24.67	23.94	24.82	23.94	38.74	19.16	+1.35 (5.79%)	-31.72%	-33.32%	396.19M	0.38%	F Strong Sell
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF	15.36	14.88	15.51	14.88	24.92	12.25	+1.00 (6.96%)	-37.46%	-36.94%	14.53M	0.30%	F Strong Sell
SMHB ETRACS 2xMonthly Pay Leveraged U.S. Small Cap High Dividend ETN Series B	3.39	3.23	4.00	3.23	21.49	1.19	+0.30 (9.71%)	0.00%	-83.80%	6.67M	0.85%	F Strong Sell
KSCD KFA Small Cap Quality Dividend Index ETF	22.19	21.53	22.19	21.53	26.92	17.38	+1.16 (5.52%)	0.00%	-11.83%	22.66M	0.51%	NR Not Rated
MFMS Motley Fool Small-Cap Growth ETF	22.64	22.53	22.89	22.25	28.59	17.60	+0.78 (3.57%)	0.00%	-2.70%	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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