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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 Value52.02 Bil0.070%334017Passive
iShares Russell 2000 Value ETFIWNSmall Value11.76 Bil0.240%938561Passive
Avantis US Small Cap Value ETFAVUVSmall Value11.55 Bil0.250%9Active
Dimensional US Targeted Value ETFDFATSmall Value9.99 Bil0.280%152218Active
Pacer US Small Cap Cash Cows 100 ETFCALFSmall Value9.72 Bil0.590%385Passive
iShares S&P Small-Cap 600 Value ETFIJSSmall Value6.84 Bil0.180%927639Passive
First Trust SMID Cp Rising Div Achv ETFSDVYSmall Value4.44 Bil0.600%1512Passive
SPDR® S&P 600 Small Cap Value ETFSLYVSmall Value3.87 Bil0.150%907234Passive
Dimensional US Small Cap Value ETFDFSVSmall Value3.01 Bil0.310%Active
WisdomTree US SmallCap Dividend ETFDESSmall Value1.91 Bil0.380%659365Passive
Invesco S&P SmallCap 600 Revenue ETFRWJSmall Value1.50 Bil0.390%6146Passive
Vanguard S&P Small-Cap 600 Value ETFVIOVSmall Value1.33 Bil0.150%927639Passive
EA Bridgeway Omni Small-Cap Value ETFBSVOSmall Value1.28 Bil0.470%222441Active
Avantis US Small Cap Equity ETFAVSCSmall Value1.07 Bil0.250%Active
Vanguard Russell 2000 Value ETFVTWVSmall Value854.62 Mil0.150%888259Passive
Invesco S&P SmallCap Value with Momt ETFXSVMSmall Value775.28 Mil0.360%4973Passive
WisdomTree US SmallCap Earnings ETFEESSmall Value610.57 Mil0.380%817438Passive
Bahl & Gaynor Sm/Md Cp Inc Gr ETFSMIGSmall Value469.59 Mil0.600%Active
iShares Morningstar Small-Cap Value ETFISCVSmall Value406.76 Mil0.060%677776Passive
WisdomTree US SmallCap Qual Div Gr ETFDGRSSmall Value364.96 Mil0.380%444121Passive
VictoryShares US SmCp Hi Div Vol Wtd ETFCSBSmall Value314.86 Mil0.350%9369Passive
Invesco S&P MidCap 400® Pure Value ETFRFVSmall Value297.85 Mil0.350%885Passive
Invesco S&P SmallCap 600® Pure Value ETFRZVSmall Value251.11 Mil0.350%301763Passive
Invesco S&P MidCap Value with Momt ETFXMVMSmall Value224.53 Mil0.390%20197Passive
Euclidean Fundamental Value ETFECMLSmall Value180.72 Mil0.950%Active
First Trust Dow Jones Sel MicroCap ETFFDMSmall Value178.38 Mil0.600%596513Passive
First Trust Small Cap Val AlphaDEX® ETFFYTSmall Value175.51 Mil0.700%702962Passive
LeaderShares® Activist Leaders® ETFACTVSmall Value95.75 Mil0.750%95Active
Distillate Small/Mid Cash Flow ETFDSMCSmall Value83.86 Mil0.550%Active
iShares US Small Cap Value Factor ETFSVALSmall Value73.07 Mil0.200%87Passive
Brandes U.S. Small-Mid Cap Value ETFBSMCSmall Value54.55 Mil0.700%Active
Cambria Micro and Smcp Shld Yld ETFMYLDSmall Value38.32 Mil0.590%Active
Roundhill Acquirers Deep Value ETFDEEPSmall Value35.69 Mil0.800%8095Passive
Hartford Multifactor Small Cap ETFROSCSmall Value30.83 Mil0.340%4154Passive
Invesco S&P SmallCap Hi Div Low Vol ETFXSHDSmall Value28.63 Mil0.300%100100Passive
Royce Quant Small-Cap Quality Value ETFSQLVSmall Value28.17 Mil0.600%5231Active
JPMorgan Active Small Cap Value ETFJPSVSmall Value13.59 Mil0.740%Active
InfraCap Small Cap Income ETFSCAPSmall Value4.02 Mil0.800%Active
Themes US Small Cp CA Flw Champ ETFSMCFSmall Value885,390.000.290%Passive

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