US Small Cap Value & Growth ETFs

US Small Cap Value &  Growth ETFs
  • Pininvest Analysis

Benchmarked against the Russell 2000 Index ETF Vanguard VTWO/NASDAQ, 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

 

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

US Small Cap Value & Growth ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
 
First Trust Small Cap Growth AlphaDEX Fund FYC NASDAQ US Market Small Cap Growth USD 46.71 200 M 6.4% 21%   9% -30%
First Trust Small Cap Value AlphaDEX Fund FYT NASDAQ US Market Small Cap Value USD 36.87 66 M 2.9% 17%   7% -26%
iShares Morningstar Small-Cap Value ETF JKL NYSEARCA US Market Small Cap Value USD 143.95 439 M 0.9% 15%   6% -26%
iShares S&P Small-Cap 600 Growth ETF IJT NASDAQ US Market Small Cap Growth USD 183.59 5.5 B 5.3% 18%   8% -28%
iShares S&P Small-Cap 600 Value ETF IJS NYSEARCA US Market Small Cap Value USD 154.38 5.0 B 1.1% 17%   7% -28%
Janus Henderson Small Cap Growth Alpha ETF JSML NASDAQ US Market Small Cap Growth USD 43.13 13 M 16.2% 20%   9% -28%
PowerShares Russell 2000 Pure Value Portfolio PXSV NYSEARCA US Market Small Cap Value USD 30.39 72 M 2.0% 15%   6% -25%
PowerShares S&P Smallcap 600 Pure Value ETF RZV NYSEARCA US Market Small Cap Value USD 68.09 154 M -4.4% 18%   7% -32%
SPDR S&P 600 Small Cap Growth ETF SLYG NYSEARCA US Market Small Cap Growth USD 61.43 422 M 5.5% 18%   8% -28%
SPDR S&P 600 Small Cap Value ETF SLYV NYSEARCA US Market Small Cap Value USD 63.08 624 M 1.3% 17%   7% -28%
Vanguard Russell 2000 Value ETF VTWV NASDAQ US Market Small Cap Value USD 108.25 186 M 1.3% 15%   6% -26%
Vanguard S&P Small-Cap 600 Value ETF VIOV NYSEARCA US Market Small Cap Value USD 133.35 285 M 1.5% 17%   7% -28%
Vanguard Small Cap Value Index Fund VBR NYSEARCA US Market Small Cap Value USD 133.65 13 B 3.9% 15%   6% -24%
Vanguard Small-Cap Growth Index Fund VBK NYSEARCA US Market Small Cap Growth USD 185.32 8.3 B 13.5% 19%   8% -26%