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. Vol. Risk Contrib. MDD
 
First Trust Small Cap Core AlphaDEX Fund FYX NASDAQ US Market SmallCap Factors USD 60.03 484 M -1.8% 47%   9% -46%
Invesco S&P SmallCap 600 Equal Weight ETF EWSC NYSEARCA US Market SmallCap USD 49.52 27 M -7.4% 46%   8% -46%
iShares Core S&P Small-Cap ETF IJR NYSEARCA US Market SmallCap USD 72.95 42 B -7.6% 42%   8% -42%
iShares Microcap ETF IWC NYSEARCA Factors Size USD 93.50 769 M 4.4% 41%   7% -43%
iShares Morningstar Small-Cap ETF JKJ NYSEARCA US Market SmallCap USD 161.27 214 M -9.5% 44%   8% -44%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 155.14 40 B 0.5% 40%   7% -41%
Schwab Fundamental US Small Company ETF FNDA NYSEARCA US Market SmallCap Factors USD 34.10 3.4 B -10.5% 42%   8% -44%
Schwab U.S. Small-Cap ETF SCHA NYSEARCA US Market SmallCap USD 70.64 8.1 B -0.1% 41%   8% -42%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 28.43 1.6 B -6.6% 43%   8% -43%
SPDR S&P 600 Small Cap ETF SLY NYSEARCA US Market SmallCap USD 63.21 1.1 B -7.6% 42%   8% -42%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 125.40 1.4 B 0.9% 40%   7% -41%
Vanguard S&P Small Cap 600 Index Fund ETF VIOO NYSEARCA US Market SmallCap USD 134.34 945 M -7.2% 43%   8% -42%
Vanguard Small-Cap Index Fund VB NYSEARCA US Market SmallCap USD 158.40 26 B 2.0% 39%   7% -42%