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.

C

Category Grade

This category ranks #31 out of 65 ETF categories.

B
Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is B (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
OSCV
Opus Small Cap Value ETF
23.58 23.84 23.84 23.57 27.67 15.35 -0.62
(-2.56%)
-11.95% -10.89% 54.85M 0.79% A
Strong Buy
VBR
Vanguard Small-Cap Value ETF
113.05 114.20 114.97 113.05 139.41 73.32 -3.47
(-2.98%)
-16.33% -14.25% 13.85B 0.07% B
Buy
IWN
iShares Russell 2000 Value ETF
102.14 103.31 104.10 102.10 130.16 69.27 -3.55
(-3.36%)
-19.27% -17.22% 8.23B 0.24% B
Buy
IJS
iShares S&P SmallCap 600 Value ETF
63.13 63.81 64.24 63.12 81.43 42.81 -2.17
(-3.32%)
-20.50% -18.60% 4.99B 0.25% B
Buy
SMDV
ProShares Russell 2000 Dividend Growers ETF
48.97 49.41 49.81 48.95 62.93 39.39 -1.47
(-2.91%)
-19.37% -19.66% 564.93M 0.40% B
Buy
VTWV
Vanguard Russell 2000 Value ETF
89.49 90.44 91.19 89.49 113.24 60.58 -3.09
(-3.34%)
-19.30% -16.78% 352.03M 0.15% B
Buy
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
38.64 39.24 39.24 38.64 47.69 26.80 -1.19
(-2.99%)
-14.87% -15.86% 65.71M 0.35% B
Buy
FYT
First Trust Small Cap Value AlphaDEX Fund
31.42 31.69 31.93 31.40 38.43 18.92 -1.06
(-3.26%)
-17.30% -12.49% 63.32M 0.72% B
Buy
SQLV
Legg Mason Small-Cap Quality Value ETF
23.15 23.23 23.25 23.15 28.31 15.07 -1.46
(-5.93%)
-16.29% -14.23% 10.76M 0.62% B
Buy
AVUV
Avantis U.S. Small Cap Value ETF
44.40 45.17 45.21 44.38 54.80 26.67 -1.53
(-3.33%)
-17.28% -14.71% N/A N/A B
Buy
SLYV
SPDR S&P 600 Small Cap Value ETF (based on S&P SmallCap Value Index--symbol--CVK
51.63 52.18 52.59 51.63 66.50 34.77 -1.79
(-3.35%)
-20.26% -18.46% 2.12B 0.15% C
Neutral
XSLV
Invesco S&P SmallCap Low Volatility ETF
33.69 34.05 34.25 33.68 51.65 27.41 -0.98
(-2.83%)
-32.02% -32.62% 1.41B 0.25% C
Neutral
DES
WisdomTree U.S. SmallCap Dividend Fund
21.51 21.72 21.86 21.51 28.98 15.49 -0.64
(-2.89%)
-23.46% -23.04% 1.33B 0.38% C
Neutral
VIOV
Vanguard S&P Small-Cap 600 Value ETF
109.57 111.33 111.33 109.53 140.72 74.02 -3.68
(-3.25%)
-20.21% -18.16% 506.44M 0.15% C
Neutral
JKL
iShares Morningstar Small-Cap Value ETFnd
108.13 109.48 109.78 108.13 145.14 72.15 -3.83
(-3.42%)
-22.92% -21.09% 262.92M 0.30% C
Neutral
RZV
Invesco S&P Smallcap 600 Pure Value ETF
52.25 52.61 52.81 52.22 70.80 30.47 -1.58
(-2.94%)
-24.62% -21.64% 113.00M 0.35% C
Neutral
PQSV
PGIM ETF Trust ETF PGIM QMA Strategic Alpha Small-Cap Value ETF
40.77 40.77 40.77 40.77 53.75 28.65 -1.34
(-3.18%)
-22.13% -19.81% N/A N/A C
Neutral
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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