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 #8 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 |
149.62 | 154.20 | 154.54 | 149.57 | 173.39 | 125.81 | -5.65 (-3.64%) |
-1.64% | -2.43% | 46.53B | 0.20% |
A Strong Buy |
| IJR iShares Core S&P Small-Cap ETF |
75.33 | 77.66 | 77.82 | 75.31 | 90.56 | 65.04 | -2.85 (-3.65%) |
-1.63% | -2.75% | 46.14B | 0.07% |
A Strong Buy |
| SCHA Schwab U.S. Small-Cap ETF |
68.42 | 70.37 | 70.50 | 68.41 | 78.34 | 57.04 | -2.39 (-3.38%) |
-1.60% | -1.68% | 8.49B | 0.05% |
A Strong Buy |
| FNDA Schwab Fundamental U.S. Small Company Index ETF |
36.43 | 37.34 | 37.38 | 36.43 | 41.83 | 30.98 | -1.12 (-2.98%) |
-3.70% | -2.04% | 3.47B | 0.25% |
A Strong Buy |
| SLY SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML) |
65.13 | 67.12 | 67.25 | 65.13 | 78.25 | 56.30 | -2.43 (-3.60%) |
-50.91% | -2.96% | 1.16B | 0.15% |
A Strong Buy |
| IWC iShares Microcap ETF |
91.50 | 94.40 | 94.48 | 91.48 | 110.15 | 77.64 | -3.50 (-3.68%) |
-4.22% | -6.91% | 1.10B | 0.60% |
A Strong Buy |
| EES WisdomTree U.S. SmallCap Earnings Fund |
35.08 | 36.18 | 36.25 | 35.08 | 41.06 | 30.08 | -1.32 (-3.63%) |
-2.91% | -2.53% | 750.52M | 0.38% |
A Strong Buy |
| FYX First Trust Small Cap Core AlphaDEX Fund |
60.17 | 61.93 | 61.93 | 60.17 | 70.45 | 50.98 | -2.14 (-3.43%) |
-1.50% | -0.81% | 750.07M | 0.63% |
A Strong Buy |
| RWJ Oppenheimer Small Cap Revenue ETF |
64.24 | 66.23 | 66.35 | 64.24 | 79.48 | 53.85 | -2.54 (-3.80%) |
-7.91% | -5.52% | 541.83M | 0.39% |
A Strong Buy |
| CSML IQ Chaikin U.S. Small Cap ETF |
24.36 | 25.26 | 25.26 | 24.36 | 29.96 | 21.03 | -0.96 (-3.79%) |
-13.04% | -12.37% | 505.00M | 0.35% |
A Strong Buy |
| FDM First Trust DJ Select MicroCap ETF |
43.54 | 44.70 | 44.72 | 43.54 | 53.34 | 38.67 | -1.43 (-3.18%) |
-8.10% | -8.61% | 214.24M | 0.60% |
A Strong Buy |
| SMLV SPDR SSGA US Small Cap Low Volatility Index ETF |
89.33 | 91.19 | 91.19 | 89.33 | 100.17 | 79.35 | -2.31 (-2.52%) |
-1.75% | 0.82% | 195.94M | 0.12% |
A Strong Buy |
| SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF |
39.30 | 40.48 | 40.48 | 39.30 | 45.04 | 33.54 | -1.33 (-3.27%) |
-0.39% | -0.68% | 176.95M | 0.30% |
A Strong Buy |
| OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF |
25.95 | 26.50 | 26.50 | 25.95 | 29.16 | 22.38 | -0.72 (-2.70%) |
-3.26% | 0.78% | 144.14M | 0.48% |
A Strong Buy |
| JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF |
29.68 | 30.40 | 30.40 | 29.68 | 33.38 | 25.35 | -0.91 (-2.97%) |
0.12% | 1.89% | 98.94M | 0.29% |
A Strong Buy |
| NUSC NuShares ESG Small-Cap ETF |
28.10 | 28.46 | 28.47 | 28.09 | 32.44 | 23.26 | -0.87 (-3.00%) |
-1.23% | -1.30% | 67.49M | 0.40% |
A Strong Buy |
| GSSC GS ActiveBeta U.S. Small Cap Equity ETF |
42.76 | 43.72 | 43.72 | 42.76 | 49.66 | 33.85 | -1.53 (-3.45%) |
-1.08% | -2.69% | 45.62M | 0.20% |
A Strong Buy |
| SMMV iShares Trust ETF |
31.69 | 32.28 | 32.41 | 31.65 | 33.40 | 27.81 | -0.43 (-1.34%) |
8.87% | 10.23% | 45.14M | 0.20% |
A Strong Buy |
| EWSC Invesco S&P SmallCap 600 Equal Weight ETF |
53.00 | 54.40 | 54.40 | 53.00 | 64.27 | 45.08 | -1.98 (-3.60%) |
-2.34% | -2.40% | 43.14M | 0.40% |
A Strong Buy |
| XSHQ Invesco S&P SmallCap Quality ETF |
26.03 | 26.81 | 26.81 | 25.95 | 32.64 | 23.24 | -0.82 (-3.05%) |
-3.39% | -4.81% | 41.27M | 0.29% |
A Strong Buy |
| EQWS Invesco Russell 2000 Equal Weight ETF |
43.00 | 43.56 | 43.56 | 43.00 | 49.32 | 30.55 | +0.10 (0.23%) |
-0.97% | 1.55% | 25.69M | 0.25% |
A Strong Buy |
| XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF |
23.78 | 24.05 | 24.06 | 23.78 | 27.31 | 21.17 | -0.41 (-1.69%) |
-3.18% | 0.18% | 11.94M | 0.30% |
A Strong Buy |
| FLQS Franklin LibertyQ U.S. Small Cap Equity ETF |
27.02 | 27.09 | 27.21 | 27.02 | 30.76 | 23.78 | -0.76 (-2.74%) |
1.28% | 3.72% | 8.97M | 0.35% |
A Strong Buy |
| VTWO Vanguard Russell 2000 ETF |
120.51 | 124.14 | 124.34 | 120.43 | 139.27 | 101.11 | -4.49 (-3.59%) |
-1.31% | -2.17% | N/A | N/A |
A Strong Buy |
| PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF |
124.90 | 128.53 | 128.56 | 124.90 | 146.46 | 107.07 | -4.58 (-3.54%) |
-3.78% | -3.66% | N/A | N/A |
A Strong Buy |
| VB Vanguard Small-Cap ETF - DNQ |
150.04 | 153.97 | 154.17 | 150.01 | 166.03 | 123.80 | -4.77 (-3.08%) |
1.82% | 1.94% | N/A | N/A |
A Strong Buy |
| VIOO Vanguard S&P Small-Cap 600 ETF |
137.09 | 141.32 | 141.50 | 137.09 | 165.03 | 118.07 | -5.12 (-3.60%) |
-1.63% | -2.63% | N/A | N/A |
A Strong Buy |
| CSA VictoryShares US Small Cap Volatility Wtd ETF |
43.89 | 44.92 | 44.92 | 43.89 | 51.78 | 38.40 | -1.60 (-3.52%) |
-4.35% | -4.55% | N/A | N/A |
A Strong Buy |
| CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF |
38.47 | 39.60 | 39.60 | 38.43 | 50.77 | 37.23 | -1.36 (-3.41%) |
-14.45% | -13.83% | N/A | N/A |
A Strong Buy |
| DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund |
33.90 | 35.00 | 35.00 | 33.90 | 38.74 | 29.40 | -1.20 (-3.42%) |
-4.48% | -1.51% | N/A | N/A |
A Strong Buy |
| SPSM SPDR Russell 2000 ETF |
29.57 | 30.43 | 30.48 | 29.56 | 34.15 | 24.79 | -1.05 (-3.43%) |
-1.75% | -1.79% | N/A | N/A |
A Strong Buy |
| WMCR Invesco Wilshire Micro-Cap ETF |
32.75 | 32.80 | 33.07 | 32.75 | 39.65 | 26.22 | -0.19 (-0.58%) |
-11.32% | -2.30% | N/A | N/A |
B Buy |
| CALF Pacer US Small Cap Cash Cows 100 ETF |
24.61 | 24.80 | 25.17 | 24.61 | 32.40 | 21.63 | -0.80 (-3.15%) |
-5.40% | -7.13% | N/A | N/A |
B Buy |
| USVM USAA MSCI USA Small Cap Value Momentum Blend Index ETF |
50.31 | 51.48 | 51.48 | 50.31 | 57.34 | 42.68 | -1.41 (-2.73%) |
-0.79% | -0.52% | 66.96M | 0.25% |
NR Not Rated |
| JHSC John Hancock Multifactor Small Cap ETF |
25.32 | 25.97 | 25.97 | 25.32 | 29.62 | 21.34 | -0.78 (-2.99%) |
-3.03% | -1.33% | 52.80M | 0.50% |
NR Not Rated |
| ESML iShares MSCI USA Small Cap ESG Optimized ETF |
25.79 | 26.30 | 26.30 | 25.79 | 28.87 | 21.37 | -0.81 (-3.05%) |
0.47% | 0.49% | 11.15M | 0.17% |
NR Not Rated |
| RNSC First Trust Small Cap US Equity Select ETF |
21.08 | 21.01 | 21.08 | 21.01 | 23.70 | 17.64 | -0.04 (-0.19%) |
-1.87% | -2.11% | 4.60M | 0.60% |
NR Not Rated |
| PBSM Invesco PureBeta MSCI USA Small Cap ETF |
26.26 | 26.47 | 26.47 | 26.20 | 30.17 | 21.83 | -0.54 (-2.01%) |
-0.60% | -3.00% | 2.92M | 0.06% |
NR Not Rated |
| OMFS Oppenheimer Russell 2000 Dynamic Multifactor ETF: |
25.39 | 25.89 | 25.89 | 25.39 | 28.76 | 22.01 | -0.71 (-2.72%) |
-1.67% | -1.95% | N/A | N/A |
NR Not Rated |
| MFMS Motley Fool Small-Cap Growth ETF |
22.90 | 23.89 | 23.89 | 22.88 | 24.02 | 17.07 | -1.04 (-4.34%) |
0.00% | 11.87% | 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 |
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