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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 Value55.51 Bil0.070%353815Passive
iShares Russell 2000 Value ETFIWNSmall Value11.65 Bil0.240%918467Passive
Avantis US Small Cap Value ETFAVUVSmall Value10.87 Bil0.250%7Active
Dimensional US Targeted Value ETFDFATSmall Value9.67 Bil0.280%142217Active
Pacer US Small Cap Cash Cows 100 ETFCALFSmall Value9.44 Bil0.590%236Passive
iShares S&P Small-Cap 600 Value ETFIJSSmall Value6.76 Bil0.180%887739Passive
First Trust SMID Cp Rising Div Achv ETFSDVYSmall Value4.03 Bil0.600%1812Passive
SPDR® S&P 600 Small Cap Value ETFSLYVSmall Value3.75 Bil0.150%877633Passive
Dimensional US Small Cap Value ETFDFSVSmall Value2.84 Bil0.310%Active
WisdomTree US SmallCap Dividend ETFDESSmall Value1.88 Bil0.380%649363Passive
Invesco S&P SmallCap 600 Revenue ETFRWJSmall Value1.45 Bil0.390%5576Passive
Vanguard S&P Small-Cap 600 Value ETFVIOVSmall Value1.44 Bil0.150%877535Passive
EA Bridgeway Omni Small-Cap Value ETFBSVOSmall Value1.19 Bil0.470%152943Active
Avantis US Small Cap Equity ETFAVSCSmall Value1.01 Bil0.250%Active
Vanguard Russell 2000 Value ETFVTWVSmall Value912.83 Mil0.150%918061Passive
Invesco S&P SmallCap Value with Momt ETFXSVMSmall Value775.54 Mil0.360%1952Passive
WisdomTree US SmallCap Earnings ETFEESSmall Value609.48 Mil0.380%798136Passive
Bahl & Gaynor Sm/Md Cp Inc Gr ETFSMIGSmall Value435.34 Mil0.600%Active
iShares Morningstar Small-Cap Value ETFISCVSmall Value400.48 Mil0.060%677974Passive
WisdomTree US SmallCap Qual Div Gr ETFDGRSSmall Value336.37 Mil0.380%504921Passive
VictoryShares US SmCp Hi Div Vol Wtd ETFCSBSmall Value310.94 Mil0.350%8557Passive
Invesco S&P MidCap 400® Pure Value ETFRFVSmall Value301.99 Mil0.350%8103Passive
Invesco S&P SmallCap 600® Pure Value ETFRZVSmall Value223.95 Mil0.350%232872Passive
Invesco S&P MidCap Value with Momt ETFXMVMSmall Value212.73 Mil0.390%27117Passive
First Trust Small Cap Val AlphaDEX® ETFFYTSmall Value186.31 Mil0.700%713567Passive
Euclidean Fundamental Value ETFECMLSmall Value178.91 Mil0.950%Active
First Trust Dow Jones Sel MicroCap ETFFDMSmall Value171.19 Mil0.600%636619Passive
LeaderShares® Activist Leaders® ETFACTVSmall Value83.36 Mil0.750%93Active
iShares US Small Cap Value Factor ETFSVALSmall Value72.95 Mil0.200%83Passive
Distillate Small/Mid Cash Flow ETFDSMCSmall Value71.39 Mil0.550%Active
Brandes U.S. Small-Mid Cap Value ETFBSMCSmall Value44.44 Mil0.700%Active
Roundhill Acquirers Deep Value ETFDEEPSmall Value34.03 Mil0.800%8099Passive
Hartford Multifactor Small Cap ETFROSCSmall Value29.69 Mil0.340%4948Passive
Invesco S&P SmallCap Hi Div Low Vol ETFXSHDSmall Value29.15 Mil0.300%100100Passive
Royce Quant Small-Cap Quality Value ETFSQLVSmall Value27.27 Mil0.600%4542Active
Cambria Micro and Smcp Shld Yld ETFMYLDSmall Value27.05 Mil0.590%Active
JPMorgan Active Small Cap Value ETFJPSVSmall Value15.96 Mil0.740%Active
InfraCap Small Cap Income ETFSCAPSmall Value3.27 Mil0.800%Active
Themes US Small Cp CA Flw Champ ETFSMCFSmall Value581,436.000.290%Passive

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