US Small Cap ETFs

US Small Cap ETFs
  • Pininvest Analysis

Our Small Cap ETF selection is focused on size only but we caution for any interpretation that would not take into account the overlap between - and 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 otr 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

We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation

US Small Cap ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
First Trust Small Cap Core AlphaDEX Fund FYX NASDAQ US Market SmallCap Factors USD 92.56 484 M 92.0% Neutral 29%   9% -17%
Invesco S&P SmallCap 600® Equal Weight ETF EWSC NYSEARCA US Market SmallCap USD 82.13 27 M 103.3% Neutral 32%   9% -20%
iShares Core S&P Small-Cap ETF IJR NYSEARCA US Market SmallCap USD 110.41 42 B 80.7% Neutral 27%   8% -9%
iShares Microcap ETF IWC NYSEARCA US Market SmallCap Factors USD 143.83 769 M 86.6% Neutral 29%   8% -14%
iShares Morningstar Small-Cap ETF JKJ NYSEARCA US Market SmallCap USD 231.19 214 M 66.1% Strong Up 23%   6% -13%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 219.64 40 B 70.1% Neutral 26%   8% -10%
Schwab Fundamental US Small Company ETF FNDA NYSEARCA US Market SmallCap Factors USD 53.12 3.4 B 85.5% Weak Up 27%   8% -15%
Schwab U.S. Small-Cap ETF SCHA NYSEARCA US Market SmallCap USD 100.15 8.1 B 69.6% Neutral 25%   7% -9%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 42.97 1.6 B 81.0% Neutral 27%   8% -9%
SPDR S&P 600 Small Cap ETF SLY NYSEARCA US Market SmallCap USD 95.55 1.1 B 81.1% Neutral 27%   8% -10%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 88.69 1.4 B 71.9% Neutral 26%   7% -9%
Vanguard S&P Small Cap 600 Index Fund ETF VIOO NYSEARCA US Market SmallCap USD 202.12 945 M 81.4% Neutral 27%   8% -9%
Vanguard Small-Cap Index Fund VB NYSEARCA US Market SmallCap USD 217.73 26 B 64.2% Neutral 22%   6% -11%