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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