Skip to Content

iShares US Small Cap Value Factor ETF SVAL

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SVAL

Will SVAL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin iShares US Small Cap Value Factor ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research


The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SVAL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD

BlackRock Cash Funds Treasury SL Agency

1.05 807,939
Cash and Equivalents

Permian Resources Corp Class A

0.81 619,957

Jakks Pacific Inc

0.69 525,913
Consumer Cyclical

Hibbett Inc

0.63 480,227
Consumer Cyclical

Interface Inc

0.58 446,605

Patrick Industries Inc

0.58 445,937
Consumer Cyclical

Ramaco Resources Inc Class A

0.58 445,460
Basic Materials

BlueLinx Holdings Inc

0.56 431,036

Merchants Bancorp

0.56 430,872
Financial Services

SkyWest Inc

0.56 426,678