U.S. Small Cap Value & Growth ETFs

Components Performance/Risk

Apr 1, 2018
Dec 21, 2023

Period Return

34.1%

Return Rank

Strong

Risk Exposure

Average Risk

Benchmarked against the Russell 2000 Index ETF Vanguard , our Small Cap Value & Growth ETF selection compares the two well-known investment styles for small-cap companies, in terms of performance and of volatility (risk exposure)

The small cap indices tracked by the funds vary in depth of coverage

the S&P600 constituents come after the 900 largest securities (901-1500)
the Russell 2000 constituents come afer the top 1000 securities (1001-3000)

The analysis may be of special relevance in uncertain times

Style rotation is indicative of consensus views on market trends and you may note changing perceptions over time by adjusting the reference periods on the toolbar

Theme Components

Name	Ticker	Category	SubCategory	Cur. Price	Performance	Momentum	Risk Rank
iShares S&P Small-Cap 600 Value ETF	IJS	US Equity	SmallCap Value	135.45	33.8%	Weak Up	Average Risk
First Trust Small Cap Value AlphaDEX Fund	FYT	US Equity	SmallCap Value	70.27	36.5%	Weak Up	Average Risk
SPDR® S&P 600™ Small Cap Value ETF	SLYV	US Equity	SmallCap Value	108.06	34.3%	Weak Up	Average Risk
Vanguard Small-Cap Value ETF	VBR	US Equity	SmallCap Value	243.22	25.1%	Weak Up	Below Average
Vanguard Russell 2000 Value ETF	VTWV	US Equity	SmallCap Value	195.21	38.9%	Weak Up	Average Risk
Invesco S&P SmallCap 600® Pure Value ETF	RZV	US Equity	SmallCap Value	147.75	37.2%	Weak Up	Above Average
iShares Morningstar Small-Cap Value ETF	ISCV	US Equity	SmallCap Value	78.79	27.1%	Weak Up	Average Risk
Vanguard S&P Small-Cap 600 Value ETF	VIOV	US Equity	SmallCap Value	116.17	34.6%	Weak Up	Average Risk
iShares S&P Small-Cap 600 Growth ETF	IJT	US Equity	SmallCap Growth	175.89	30.9%	Weak Up	Average Risk
First Trust Small Cap Growth AlphaDEX Fund	FYC	US Equity	SmallCap Growth	123.50	53.2%	Strong Up	Above Average

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