Small Cap Value ETFs


Most of these ETFs invest in stocks of companies that are deemed to have a small market capitalization size, generally between $300 million and $2 billion. The companies are also deemed to be below their intrinsic value, or the price at which the company should trade. The current stock market environment has been kind to small cap investors and we certainly think a small cap value approach lessens some of the risk investors tend to get with small cap names. Therefore, we see this industry as being suited well for moderate investors, with the understanding small caps offer more volatility and competitive risk from their lower market capitalization position.

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D

Industry Rank

This industry ranks #48 out of 65 ETF categories.

C

Average POWR Rating

The average market cap-weighted POWR Rating for ETFs in this industry is C (Neutral).


Rk Symbol Name Last Open High Low 52WK Hi 52WK Lo Day Chg YTD Chg 12M Chg Mkt Cap 50D MA ± 50D 200D MA ± 200D POWR
1 OSCV Opus Small Cap Value Plus ETF 24.55 24.72 24.72 24.48 27.67 15.35 0.31
(1.28%)
-8.33% -5.97% 54.01M 23.83 3.01% 22.66 8.33% B
Buy
2 VBR Vanguard Small-Cap Value ETF 118.84 118.87 120.10 118.68 139.41 73.32 0.81
(0.69%)
-12.05% -7.84% 14.10B 114.76 3.56% 110.28 7.76% C
Neutral
3 IWN iShares Russell 2000 Value ETF 107.74 107.82 108.85 107.37 130.16 69.27 0.85
(0.80%)
-14.85% -10.49% 8.30B 104.10 3.49% 100.52 7.18% C
Neutral
4 IJS iShares S&P SmallCap 600 Value ETF 66.40 66.30 67.12 66.26 81.43 42.81 0.59
(0.90%)
-16.19% -11.46% 5.09B 64.29 3.29% 62.14 6.86% C
Neutral
5 SLYV SPDR S&P 600 Small Cap Value ETF (based on S&P SmallCap Value Index--symbol--CVK 54.32 54.23 54.92 54.20 66.50 34.77 0.43
(0.80%)
-16.11% -11.27% 2.15B 52.60 3.28% 50.80 6.94% C
Neutral
6 DES WisdomTree U.S. SmallCap Dividend Fund 22.60 22.64 22.84 22.56 28.98 15.49 0.11
(0.49%)
-19.58% -17.28% 1.38B 22.09 2.30% 21.79 3.74% C
Neutral
7 SMDV ProShares Russell 2000 Dividend Growers ETF 50.11 50.03 50.48 49.91 62.93 39.39 0.37
(0.74%)
-17.49% -16.13% 564.24M 49.25 1.74% 50.21 -0.20% C
Neutral
8 VIOV Vanguard S&P Small-Cap 600 Value ETF 115.22 115.17 116.39 115.04 140.72 74.02 1.10
(0.96%)
-16.10% -10.96% 515.61M 111.53 3.31% 107.67 7.01% C
Neutral
9 AVUV Avantis U.S. Small Cap Value ETF 47.07 47.32 47.54 46.98 54.80 26.67 0.51
(1.10%)
-12.31% -6.08% 388.80M 44.96 4.70% 41.76 12.71% C
Neutral
10 VTWV Vanguard Russell 2000 Value ETF 94.46 94.59 95.32 94.27 113.24 60.58 0.83
(0.89%)
-14.82% -9.95% 316.44M 91.26 3.50% 88.05 7.27% C
Neutral
11 JKL iShares Morningstar Small-Cap Value ETFnd 114.56 114.62 115.63 114.36 145.14 72.15 1.20
(1.06%)
-18.34% -14.53% 269.22M 110.74 3.45% 108.60 5.49% C
Neutral
12 RZV Invesco S&P Smallcap 600 Pure Value ETF 55.75 56.28 56.28 55.75 70.80 30.47 0.54
(0.98%)
-19.57% -11.96% 117.08M 53.52 4.17% 49.02 13.73% C
Neutral
13 CSB VictoryShares US Small Cap High Div Volatility Wtd ETF 40.25 40.53 40.66 40.25 47.69 26.80 0.15
(0.37%)
-11.33% -8.63% 66.41M 39.00 3.21% 37.01 8.76% C
Neutral
14 FYT First Trust Small Cap Value AlphaDEX Fund 33.23 33.43 33.46 33.14 38.43 18.92 0.38
(1.16%)
-12.53% -3.85% 64.80M 32.43 2.46% 30.24 9.89% C
Neutral
15 PQSV PGIM ETF Trust ETF PGIM QMA Strategic Alpha Small-Cap Value ETF 42.84 42.84 42.84 42.84 53.75 28.65 0.32
(0.75%)
-18.17% -13.53% 8.57M 41.55 3.09% 40.34 6.19% C
Neutral
16 XSLV Invesco S&P SmallCap Low Volatility ETF 34.86 34.91 35.12 34.75 51.65 27.41 0.15
(0.43%)
-29.66% -29.33% 1.44B 34.59 0.79% 36.78 -5.21% D
Sell
NR PXSV Invesco Russell 2000 Pure Value ETF 28.95 29.13 29.13 28.94 33.62 25.20 -0.23
(-0.80%)
9.70% -11.49% 98.43M N/A N/A% N/A N/A% NR
Not Rated
NR DESC Xtrackers Russell 2000 Comprehensive Factor ETF 34.71 34.50 34.71 34.50 34.88 27.96 0.05
(0.14%)
17.10% 2.09% 10.41M N/A N/A% N/A N/A% NR
Not Rated
NR SQLV Legg Mason Small-Cap Quality Value ETF 24.56 24.56 24.56 24.56 28.31 15.07 0.00
(0.00%)
-11.19% -5.72% 11.05M 23.38 5.04% 23.43 4.81% NR
Not Rated

All price changes on this page include dividends and splits.

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