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 88.19 484 M 60.2% Strong Up 48%   9% -38%
Invesco S&P SmallCap 600 Equal Weight ETF EWSC NYSEARCA US Market SmallCap USD 76.40 27 M 60.5% Strong Up 48%   8% -38%
iShares Core S&P Small-Cap ETF IJR NYSEARCA US Market SmallCap USD 105.09 42 B 45.8% Strong Up 44%   8% -35%
iShares Microcap ETF IWC NYSEARCA Factors Size USD 143.61 769 M 64.0% Strong Up 43%   7% -38%
iShares Morningstar Small-Cap ETF JKJ NYSEARCA US Market SmallCap USD 219.72 214 M 35.1% Strong Up 45%   8% -38%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 218.31 40 B 50.6% Strong Up 41%   7% -34%
Schwab Fundamental US Small Company ETF FNDA NYSEARCA US Market SmallCap Factors USD 48.80 3.4 B 42.0% Strong Up 44%   8% -37%
Schwab U.S. Small-Cap ETF SCHA NYSEARCA US Market SmallCap USD 98.40 8.1 B 47.8% Strong Up 42%   8% -36%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 40.90 1.6 B 45.5% Strong Up 44%   8% -35%
SPDR S&P 600 Small Cap ETF SLY NYSEARCA US Market SmallCap USD 91.09 1.1 B 46.0% Strong Up 44%   8% -35%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 176.06 1.4 B 50.2% Strong Up 42%   7% -35%
Vanguard S&P Small Cap 600 Index Fund ETF VIOO NYSEARCA US Market SmallCap USD 192.16 945 M 46.8% Strong Up 44%   8% -35%
Vanguard Small-Cap Index Fund VB NYSEARCA US Market SmallCap USD 210.84 26 B 43.5% Weak Up 40%   7% -36%