Small Cap Value ETFs

Most of these ETFs invest in stocks of companies that are deemed to have a small market capitalization size, generally between $300 million and $2 billion. The companies are also deemed to be below their intrinsic value, or the price at which the company should trade. The current stock market environment has been kind to small cap investors and we certainly think a small cap value 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.

D

Category Grade

This category ranks #52 out of 65 ETF categories.

C
Neutral

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is C (Neutral).


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
VBR
Vanguard Small-Cap Value ETF
115.99 113.63 116.00 113.55 139.41 73.32 +2.09
(1.83%)
-14.65% -7.23% 13.44B 0.07% B
Buy
IWN
iShares Russell 2000 Value ETF
106.16 103.40 106.16 103.06 130.16 69.27 +2.47
(2.38%)
-16.58% -7.32% 8.06B 0.24% B
Buy
VTWV
Vanguard Russell 2000 Value ETF
92.81 90.17 92.86 90.17 113.24 60.58 +2.18
(2.41%)
-16.69% -6.98% 297.01M 0.15% B
Buy
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
39.08 38.41 39.08 38.41 47.69 26.80 +0.64
(1.66%)
-14.99% -8.18% 61.55M 0.35% B
Buy
OSCV
Opus Small Cap Value ETF
23.96 23.45 23.96 23.45 27.67 15.35 +0.37
(1.57%)
-10.70% -3.39% 49.56M 0.79% B
Buy
FYT
First Trust Small Cap Value AlphaDEX Fund
32.94 31.90 32.94 31.90 38.43 18.92 +0.88
(2.74%)
-13.61% 1.96% 47.66M 0.72% B
Buy
IJS
iShares S&P SmallCap 600 Value ETF
131.35 128.09 131.41 127.51 162.87 85.63 +3.08
(2.40%)
-17.49% -8.31% 4.91B 0.25% C
Neutral
SLYV
SPDR S&P 600 Small Cap Value ETF (based on S&P SmallCap Value Index--symbol--CVK
53.62 52.22 53.62 52.08 66.50 34.77 +1.28
(2.45%)
-17.36% -8.23% 2.05B 0.15% C
Neutral
XSLV
Invesco S&P SmallCap Low Volatility ETF
36.09 35.20 36.11 35.18 51.65 27.41 +0.78
(2.21%)
-27.59% -23.83% 1.70B 0.25% C
Neutral
DES
WisdomTree U.S. SmallCap Dividend Fund
22.76 22.21 22.77 22.15 28.98 15.49 +0.50
(2.25%)
-19.45% -11.99% 1.44B 0.38% C
Neutral
SMDV
ProShares Russell 2000 Dividend Growers ETF
51.25 49.64 51.27 49.61 62.93 39.39 +1.43
(2.87%)
-16.02% -11.12% 602.70M 0.40% C
Neutral
VIOV
Vanguard S&P Small-Cap 600 Value ETF
113.68 110.96 113.68 110.89 140.72 74.02 +2.52
(2.27%)
-17.55% -8.10% 475.00M 0.15% C
Neutral
AVUV
Avantis U.S. Small Cap Value ETF
44.50 43.58 44.50 43.58 54.80 26.67 +0.98
(2.25%)
-17.40% -11.36% 311.53M 0.25% C
Neutral
JKL
iShares Morningstar Small-Cap Value ETFnd
111.57 109.31 111.57 109.31 145.14 72.15 +2.43
(2.23%)
-21.01% -13.70% 262.15M 0.30% C
Neutral
RZV
Invesco S&P Smallcap 600 Pure Value ETF
53.07 51.52 53.07 51.52 70.80 30.47 +1.36
(2.63%)
-23.56% -9.81% 98.40M 0.35% C
Neutral
PQSV
PGIM ETF Trust ETF PGIM QMA Strategic Alpha Small-Cap Value ETF
41.93 41.93 41.93 41.93 53.75 28.65 +1.01
(2.47%)
-20.21% -11.07% 8.19M 0.29% C
Neutral
SQLV
Legg Mason Small-Cap Quality Value ETF
23.50 23.56 23.56 23.50 28.31 15.07 -0.07
(-0.30%)
-15.19% -5.55% 11.75M 0.62% NR
Not Rated
DESC
Deutsche X-trackers Russell 2000 Comprehensive Factor ETF
34.71 34.50 34.71 34.50 34.88 27.96 +0.05
(0.14%)
2.36% 2.09% N/A N/A NR
Not Rated
PXSV
Invesco Russell 2000 Pure Value ETF
28.95 29.13 29.13 28.94 33.62 25.20 -0.23
(-0.79%)
-6.01% -11.49% N/A N/A NR
Not Rated

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