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 #48 out of 65 ETF categories.

D
Sell

Avg. SMART Grade

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


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 - DNQ
105.26 105.38 105.96 103.95 139.41 73.32 -1.21
(-1.14%)
-20.39% -15.70% 9.54B 0.07% D
Sell
IWN
iShares Russell 2000 Value ETF
95.19 95.23 95.82 93.79 130.16 69.27 -1.16
(-1.20%)
-24.05% -18.15% 6.20B 0.24% D
Sell
IJS
iShares S&P SmallCap 600 Value ETF
116.72 117.46 117.65 115.02 162.87 85.63 -1.81
(-1.53%)
-23.74% -17.40% 3.91B 0.25% D
Sell
SLYV
SPDR S&P 600 Small Cap Value ETF (based on S&P SmallCap Value Index--symbol--CVK
47.66 47.90 48.02 46.91 66.50 34.77 -0.73
(-1.51%)
-61.97% -17.39% 1.62B 0.15% D
Sell
XSLV
Invesco S&P SmallCap Low Volatility ETF
33.55 33.54 33.77 33.06 51.65 27.41 -0.36
(-1.06%)
-27.29% -28.10% 1.39B 0.25% D
Sell
DES
WisdomTree U.S. SmallCap Dividend Fund
20.56 20.62 20.72 20.27 28.98 15.49 -0.26
(-1.25%)
-28.74% -20.95% 1.23B 0.38% D
Sell
SMDV
ProShares Russell 2000 Dividend Growers ETF
49.68 49.70 49.94 49.00 62.93 39.39 -0.59
(-1.17%)
-9.72% -13.68% 522.57M 0.40% D
Sell
VIOV
Vanguard S&P Small-Cap 600 Value ETF
101.18 101.61 101.61 99.73 140.72 74.02 -1.55
(-1.51%)
-23.36% -17.15% 298.39M 0.15% D
Sell
JKL
iShares Morningstar Small-Cap Value ETFnd
103.25 103.85 104.01 102.11 145.14 72.15 -1.27
(-1.22%)
-31.93% -21.98% 214.54M 0.30% D
Sell
VTWV
Vanguard Russell 2000 Value ETF
83.31 83.43 83.62 82.10 113.24 60.58 -1.00
(-1.19%)
-23.85% -17.80% 191.03M 0.15% D
Sell
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
35.69 35.90 35.90 35.33 47.69 26.80 -0.66
(-1.82%)
-19.01% -15.65% 66.08M 0.35% D
Sell
OSCV
Opus Small Cap Value Plus ETF
21.64 21.45 21.64 21.45 27.67 15.35 -0.05
(-0.23%)
0.00% -10.06% 37.36M 0.79% D
Sell
SQLV
Legg Mason Small-Cap Quality Value ETF
21.98 22.54 22.55 21.98 28.31 15.07 -0.61
(-2.70%)
-19.31% -13.17% 8.51M 0.62% D
Sell
PQSV
PGIM QMA Strategic Alpha Small-Cap Value ETF
37.97 37.97 37.97 37.97 53.75 28.65 -0.68
(-1.76%)
0.00% -21.12% 6.06M 0.29% D
Sell
RZV
Invesco S&P Smallcap 600 Pure Value ETF
44.60 44.95 44.95 44.09 70.80 30.47 -0.80
(-1.76%)
-38.75% -24.54% 76.38M 0.35% F
Strong Sell
FYT
First Trust Small Cap Value AlphaDEX Fund
29.34 29.53 29.61 28.96 38.43 18.92 -0.53
(-1.77%)
-20.32% -10.89% 31.23M 0.72% F
Strong Sell
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
AVUV
Avantis U.S. Small Cap Value ETF
39.37 39.50 39.74 38.84 54.80 26.67 -0.51
(-1.28%)
0.00% -21.58% N/A N/A NR
Not Rated

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