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
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Ticker
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Morningstar Category
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Fund Size
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Adjusted Expense Ratio
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Management Style
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|---|---|---|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | VBR | Small Value | 25.44 Bil | 0.070% | 48 | 46 | 13 | Passive |
| iShares Russell 2000 Value ETF | IWN | Small Value | 11.38 Bil | 0.240% | 92 | 84 | 61 | Passive |
| Dimensional US Targeted Value ETF | DFAT | Small Value | 8.89 Bil | 0.280% | 16 | 18 | 16 | Active |
| Avantis US Small Cap Value ETF | AVUV | Small Value | 7.86 Bil | 0.250% | 6 | — | — | Active |
| iShares S&P Small-Cap 600 Value ETF | IJS | Small Value | 6.68 Bil | 0.180% | 69 | 66 | 25 | Passive |
| Pacer US Small Cap Cash Cows 100 ETF | CALF | Small Value | 5.49 Bil | 0.590% | 11 | 3 | — | Passive |
| SPDR® S&P 600 Small Cap Value ETF | SLYV | Small Value | 3.71 Bil | 0.150% | 66 | 62 | 23 | Passive |
| Dimensional US Small Cap Value ETF | DFSV | Small Value | 2.20 Bil | 0.310% | — | — | — | Active |
| First Trust SMID Cp Rising Div Achv ETF | SDVY | Small Value | 2.03 Bil | 0.600% | 27 | 8 | — | Passive |
| WisdomTree US SmallCap Dividend ETF | DES | Small Value | 1.85 Bil | 0.380% | 62 | 92 | 58 | Passive |
| Invesco S&P SmallCap 600 Revenue ETF | RWJ | Small Value | 1.39 Bil | 0.390% | 15 | 5 | 4 | Passive |
| Vanguard S&P Small-Cap 600 Value ETF | VIOV | Small Value | 1.28 Bil | 0.150% | 66 | 62 | 24 | Passive |
| EA Bridgeway Omni Small-Cap Value ETF | BSVO | Small Value | 1.01 Bil | 0.470% | 8 | 33 | 36 | Active |
| Vanguard Russell 2000 Value ETF | VTWV | Small Value | 761.34 Mil | 0.150% | 90 | 82 | 59 | Passive |
| Invesco S&P SmallCap Value with Momt ETF | XSVM | Small Value | 649.77 Mil | 0.360% | 10 | 7 | 3 | Passive |
| WisdomTree US SmallCap Earnings ETF | EES | Small Value | 603.72 Mil | 0.380% | 60 | 65 | 31 | Passive |
| Avantis US Small Cap Equity ETF | AVSC | Small Value | 582.01 Mil | 0.250% | — | — | — | Active |
| iShares Morningstar Small-Cap Value ETF | ISCV | Small Value | 385.31 Mil | 0.060% | 54 | 81 | 63 | Passive |
| AAM Bahl & Gaynor Sm/Md Cp Inc Gr ETF | SMIG | Small Value | 358.85 Mil | 0.600% | — | — | — | Active |
| VictoryShares US SmCp Hi Div Vol Wtd ETF | CSB | Small Value | 332.38 Mil | 0.350% | 84 | 54 | — | Passive |
| WisdomTree US SmallCap Qual Div Gr ETF | DGRS | Small Value | 288.55 Mil | 0.380% | 73 | 48 | 28 | Passive |
| Invesco S&P MidCap 400® Pure Value ETF | RFV | Small Value | 273.59 Mil | 0.350% | 6 | 6 | 2 | Passive |
| Invesco S&P SmallCap 600® Pure Value ETF | RZV | Small Value | 237.95 Mil | 0.350% | 11 | 19 | 60 | Passive |
| Invesco S&P MidCap Value with Momt ETF | XMVM | Small Value | 182.70 Mil | 0.390% | 29 | 12 | 6 | Passive |
| IQ U.S. Small Cap ETF | CSML | Small Value | 180.27 Mil | 0.350% | 79 | 55 | — | Passive |
| First Trust Small Cap Val AlphaDEX® ETF | FYT | Small Value | 168.08 Mil | 0.700% | 47 | 23 | 55 | Passive |
| First Trust Dow Jones Sel MicroCap ETF | FDM | Small Value | 163.86 Mil | 0.600% | 49 | 68 | 21 | Passive |
| Euclidean Fundamental Value ETF | ECML | Small Value | 157.32 Mil | 0.950% | — | — | — | Active |
| iShares US Small Cap Value Factor ETF | SVAL | Small Value | 86.61 Mil | 0.200% | 52 | — | — | Passive |
| LeaderShares® Activist Leaders® ETF | ACTV | Small Value | 85.50 Mil | 0.750% | 98 | — | — | Active |
| Distillate Small/Mid Cash Flow ETF | DSMC | Small Value | 41.90 Mil | 0.550% | — | — | — | Active |
| Roundhill Acquirers Deep Value ETF | DEEP | Small Value | 37.61 Mil | 0.800% | 48 | 99 | — | Passive |
| Hartford Multifactor Small Cap ETF | ROSC | Small Value | 36.89 Mil | 0.340% | 40 | 44 | — | Passive |
| Royce Quant Small-Cap Quality Value ETF | SQLV | Small Value | 26.89 Mil | 0.600% | 29 | 30 | — | Active |
| Invesco S&P SmallCap Hi Div Low Vol ETF | XSHD | Small Value | 22.49 Mil | 0.300% | 100 | 100 | — | Passive |
| JPMorgan Active Small Cap Value ETF | JPSV | Small Value | 11.36 Mil | 0.740% | — | — | — | Active |
| Brandes U.S. Small-Mid Cap Value ETF | BSMC | Small Value | — | 0.700% | — | — | — | Active |