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Small Value ETFs

Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).

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Name
Ticker
Morningstar Category
Fund Size
Adjusted Expense Ratio
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Management Style
Vanguard Small-Cap Value ETFVBRSmall Value52.94 Bil0.070%293514Passive
iShares Russell 2000 Value ETFIWNSmall Value11.97 Bil0.240%938563Passive
Avantis US Small Cap Value ETFAVUVSmall Value10.14 Bil0.250%9Active
Dimensional US Targeted Value ETFDFATSmall Value9.55 Bil0.280%152019Active
Pacer US Small Cap Cash Cows 100 ETFCALFSmall Value9.33 Bil0.590%204Passive
iShares S&P Small-Cap 600 Value ETFIJSSmall Value6.96 Bil0.180%887633Passive
SPDR® S&P 600 Small Cap Value ETFSLYVSmall Value3.86 Bil0.150%877331Passive
First Trust SMID Cp Rising Div Achv ETFSDVYSmall Value3.66 Bil0.600%1111Passive
Dimensional US Small Cap Value ETFDFSVSmall Value2.71 Bil0.310%Active
WisdomTree US SmallCap Dividend ETFDESSmall Value1.91 Bil0.380%709661Passive
Invesco S&P SmallCap 600 Revenue ETFRWJSmall Value1.57 Bil0.390%5876Passive
Vanguard S&P Small-Cap 600 Value ETFVIOVSmall Value1.42 Bil0.150%887232Passive
EA Bridgeway Omni Small-Cap Value ETFBSVOSmall Value1.16 Bil0.470%233445Active
Vanguard Russell 2000 Value ETFVTWVSmall Value879.90 Mil0.150%918362Passive
Avantis US Small Cap Equity ETFAVSCSmall Value832.12 Mil0.250%Active
Invesco S&P SmallCap Value with Momt ETFXSVMSmall Value742.52 Mil0.360%3563Passive
WisdomTree US SmallCap Earnings ETFEESSmall Value622.69 Mil0.380%828036Passive
AAM Bahl & Gaynor Sm/Md Cp Inc Gr ETFSMIGSmall Value418.80 Mil0.600%Active
VictoryShares US SmCp Hi Div Vol Wtd ETFCSBSmall Value418.54 Mil0.350%8964Passive
iShares Morningstar Small-Cap Value ETFISCVSmall Value409.20 Mil0.060%617969Passive
WisdomTree US SmallCap Qual Div Gr ETFDGRSSmall Value330.18 Mil0.380%564621Passive
Invesco S&P MidCap 400® Pure Value ETFRFVSmall Value306.93 Mil0.350%692Passive
Invesco S&P SmallCap 600® Pure Value ETFRZVSmall Value239.96 Mil0.350%282565Passive
Invesco S&P MidCap Value with Momt ETFXMVMSmall Value211.08 Mil0.390%16115Passive
First Trust Small Cap Val AlphaDEX® ETFFYTSmall Value186.85 Mil0.700%773462Passive
Euclidean Fundamental Value ETFECMLSmall Value176.54 Mil0.950%Active
IQ U.S. Small Cap ETFCSMLSmall Value175.84 Mil0.350%7557Passive
First Trust Dow Jones Sel MicroCap ETFFDMSmall Value170.98 Mil0.600%857624Passive
LeaderShares® Activist Leaders® ETFACTVSmall Value87.35 Mil0.750%84Active
iShares US Small Cap Value Factor ETFSVALSmall Value75.68 Mil0.200%91Passive
Distillate Small/Mid Cash Flow ETFDSMCSmall Value58.36 Mil0.550%Active
Brandes U.S. Small-Mid Cap Value ETFBSMCSmall Value40.50 Mil0.700%Active
Roundhill Acquirers Deep Value ETFDEEPSmall Value36.48 Mil0.800%7899Passive
Hartford Multifactor Small Cap ETFROSCSmall Value31.09 Mil0.340%5154Passive
Royce Quant Small-Cap Quality Value ETFSQLVSmall Value30.17 Mil0.600%4039Active
Invesco S&P SmallCap Hi Div Low Vol ETFXSHDSmall Value29.14 Mil0.300%100100Passive
Cambria Micro and Smcp Shld Yld ETFMYLDSmall Value26.47 Mil0.590%Active
JPMorgan Active Small Cap Value ETFJPSVSmall Value15.07 Mil0.740%Active
InfraCap Small Cap Income ETFSCAPSmall Value2.61 Mil0.800%Active
Themes US Small Cp CA Flw Champ ETFSMCFSmall Value570,684.000.290%Passive

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