US Small Cap ETFs

US Small Cap ETFs
Components Performance/Risk
Period Return
34.8%
Return Rank
Strong
Risk Exposure
Average Risk

Our Small Cap ETF selection is focused on size only but we caution for any interpretation that would not take into account the range of constituents covered by the funds 

  • 'microcap'
  • 'core' small cap 
  • index-driven (S&P 600, Russell 2000)
  • cap-weighted or equal weighted

Small-cap selection based on value & growth fundamentals are presented in a dedicated theme

 

Offering clearly differentiated views on market trends, the funds should be evaluated on past performance 

Our ETF US total market themes present a cross-sectional view of equity trends – in terms of market coverage, size and style. We hope to achieve a fair coverage of ETFs in each category, which is a work in progress

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
iShares Russell 2000 ETF IWM US EquitySmallCap297.5836.0% Strong Up Above Average
Vanguard Russell 2000 ETF VTWO US EquitySmallCap120.2336.5% Strong Up Above Average
SPDR® Portfolio S&P 600™ Small Cap ETF SPSM US EquitySmallCap56.9532.6% Weak Up Average Risk
iShares Core S&P Small-Cap ETF IJR US EquitySmallCap146.4832.3% Weak Up Average Risk
Schwab U.S. Small-Cap ETF SCHA US EquitySmallCap34.9235.8% Strong Up Above Average
Vanguard Small-Cap ETF VB US EquitySmallCap300.3426.7% Weak Up Average Risk
iShares Morningstar Small-Cap ETF ISCB US EquitySmallCap75.0227.8% Weak Up Average Risk
Vanguard S&P Small-Cap 600 ETF VIOO US EquitySmallCap135.6231.1% Weak Up Average Risk
First Trust Small Cap Core AlphaDEX Fund FYX US EquitySmallCap (risk-weighted)142.3344.1% Weak Up Average Risk
Schwab Fundamental US Small Company ETF FNDA US EquitySmallCap (risk-weighted)37.6228.9% Weak Up Average Risk
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