Small Cap Value Equities ETFs

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Top 10 ETFs are highlighted in green.

Definitive List Of Small Cap Value Equities ETFs

This is a list of all US-traded ETFs that are currently included in the Small Cap Value Equities ETFdb Category by the ETF Database staff. Each ETF is placed in a single "best fit" ETFdb Category; if you want to browse ETFs with more flexible selection criteria, visit our screener. To see more information of the Small Cap Value Equities ETFs, click on one of the tabs above.

* Assets in thousands of U.S. Dollars. Assets and Average Volume as of 2014-04-16 20:27:45 UTC

Symbol Name Price Change Assets * ▼ Avg Vol YTD

Definitive Historical Return Data For Small Cap Value Equities ETFs

The following table displays sortable historical return data for all ETFs currently included in the Small Cap Value Equities ETFdb Category. For information on dividends, expenses, or technical indicators, click on one of the tabs above.

Symbol Name 1 Week 4 Week YTD 1 Year 3 Year 5 Year
IWN iShares Russell 2000 Value ETF -1.72% -2.72% -0.71% +23.03% +41.40% +150.35%
VBR Small-Cap Value ETF -1.44% -1.53% +1.59% +25.59% +49.09% +181.53%
IJS iShares S&P Small-Cap 600 Value ETF -1.82% -2.37% -0.04% +28.12% +55.20% +174.49%
DES SmallCap Dividend Fund -0.79% -0.15% +0.21% +24.38% +54.90% +190.05%
EES SmallCap Earnings Fund -1.69% -2.82% -2.25% +31.18% +53.73% +214.20%
JKL iShares Morningstar Small-Cap Value ETF -1.50% -1.61% +1.28% +23.35% +50.68% +201.67%
SLYV SPDR S&P 600 Small Cap Value ETF -1.63% -2.25% -0.20% +28.54% +55.31% +189.98%
RZV S&P Smallcap 600 Pure Value -2.38% -2.08% -1.04% +35.85% +58.26% +265.55%
FYT Small Cap Value AlphaDEX Fund -2.34% -2.20% -0.73% +33.26% n/a n/a
VIOV S&P Small-Cap 600 Value ETF -1.66% -2.27% -0.18% +28.32% +55.47% n/a
VTWV Russell 2000 Value ETF -1.61% -2.91% -0.62% +23.47% +41.46% n/a
FNDA Fundamental U.S. Small Company Index ETF -1.44% -2.22% +0.40% n/a n/a n/a
PXSV RAFI Fundamental Pure Small Value Portfolio -1.95% -2.46% -0.57% +32.24% +57.73% +164.97%
IESM Enhanced U.S. Small-Cap ETF -1.99% -4.14% -1.39% n/a n/a n/a

Definitive List Of Cheapest Small Cap Value Equities ETFs

The following table displays sortable expense ratio and commission free trading information for all ETFs currently included in the Small Cap Value Equities ETFdb Category.

Symbol Name ETFdb Category Inception ER Commission Free
IWN iShares Russell 2000 Value ETF Small Cap Value Equities 2000-07-24 0.33% TD Ameritrade
VBR Small-Cap Value ETF Small Cap Value Equities 2004-01-26 0.21% 2 Platforms
IJS iShares S&P Small-Cap 600 Value ETF Small Cap Value Equities 2000-07-24 0.25% 2 Platforms
DES SmallCap Dividend Fund Small Cap Value Equities 2006-06-16 0.38% E*TRADE
EES SmallCap Earnings Fund Small Cap Value Equities 2007-02-23 0.38% E*TRADE
JKL iShares Morningstar Small-Cap Value ETF Small Cap Value Equities 2004-06-28 0.30% Not Available
SLYV SPDR S&P 600 Small Cap Value ETF Small Cap Value Equities 2000-09-25 0.25% Charles Schwab
RZV S&P Smallcap 600 Pure Value Small Cap Value Equities 2006-03-01 0.35% Not Available
FYT Small Cap Value AlphaDEX Fund Small Cap Value Equities 2011-04-19 0.70% Not Available
VIOV S&P Small-Cap 600 Value ETF Small Cap Value Equities 2010-09-07 0.24% Vanguard
VTWV Russell 2000 Value ETF Small Cap Value Equities 2010-09-16 0.32% Vanguard
FNDA Fundamental U.S. Small Company Index ETF Small Cap Value Equities 2013-08-15 0.32% Not Available
PXSV RAFI Fundamental Pure Small Value Portfolio Small Cap Value Equities 2005-03-03 0.39% Not Available
IESM Enhanced U.S. Small-Cap ETF Small Cap Value Equities 2013-04-16 0.35% Not Available

Definitive List Of Highest Yielding Small Cap Value Equities ETFs

The following table includes sortable dividend information on all ETFs in the Small Cap Value Equities ETFdb Category, including yield, dividend date, and beta.

Symbol Name Annual Dividend Rate Dividend Date Dividend Annual Dividend Yield % P/E Ratio Beta
IWN iShares Russell 2000 Value ETF $1.82 2014-03-25 $0.36 1.86% 16.67 1.23
VBR Small-Cap Value ETF $1.82 2014-03-25 $0.02 1.86% 16.47 1.15
IJS iShares S&P Small-Cap 600 Value ETF $1.43 2014-03-25 $0.38 1.30% 18.71 1.20
DES SmallCap Dividend Fund $1.57 2014-03-24 $0.12 2.34% 17.07 1.07
EES SmallCap Earnings Fund $0.68 2014-03-24 $0.15 0.86% 16.86 1.37
JKL iShares Morningstar Small-Cap Value ETF $2.27 2014-03-25 $0.55 1.88% 14.63 1.05
SLYV SPDR S&P 600 Small Cap Value ETF $1.91 2014-03-21 $0.35 1.81% 18.71 1.16
RZV S&P Smallcap 600 Pure Value $0.50 2014-03-21 $0.13 0.82% 17.40 1.43
FYT Small Cap Value AlphaDEX Fund $0.18 2014-03-25 $0.05 0.56% 16.26 1.23
VIOV S&P Small-Cap 600 Value ETF $0.87 2013-12-20 $0.87 0.92% 18.73 1.22
VTWV Russell 2000 Value ETF $1.22 2013-12-24 $1.22 1.44% 16.26 1.19
FNDA Fundamental U.S. Small Company Index ETF $0.16 2014-03-31 $0.06 0.56% n/a -1.21
PXSV RAFI Fundamental Pure Small Value Portfolio $0.29 2014-03-21 $0.02 1.18% n/a 1.34
IESM Enhanced U.S. Small-Cap ETF $0.41 2014-03-25 $0.06 1.38% n/a -1.25

Definitive List Of Small Cap Value Equities ETF Holdings

The following table includes basic holdings information for each ETF in the Small Cap Value Equities, including number of holdings and percentage of assets included in the top ten holdings. To see more detailed holdings information for any ETF, click the link in the right column.

Symbol Name # of Holdings % In Top 10 Complete
IWN iShares Russell 2000 Value ETF 1379 4.83% View
VBR Small-Cap Value ETF 801 4.58% View
IJS iShares S&P Small-Cap 600 Value ETF 449 8.01% View
DES SmallCap Dividend Fund 690 9.52% View
EES SmallCap Earnings Fund 887 7.62% View
JKL iShares Morningstar Small-Cap Value ETF 245 9.19% View
SLYV SPDR S&P 600 Small Cap Value ETF 448 7.97% View
RZV S&P Smallcap 600 Pure Value 149 14.52% View
FYT Small Cap Value AlphaDEX Fund 248 8.71% View
VIOV S&P Small-Cap 600 Value ETF 447 8.12% View
VTWV Russell 2000 Value ETF 1383 4.84% View
FNDA Fundamental U.S. Small Company Index ETF 848 3.13% View
PXSV RAFI Fundamental Pure Small Value Portfolio 819 3.90% View
IESM Enhanced U.S. Small-Cap ETF 250 21.60% View

Guide To Small Cap Value Equities ETF Tax Rates

The following table displays sortable tax data for all ETFs currently included in the Small Cap Value Equities ETFdb Category. To see information on dividends, expenses, or technicals, click on one of the other tabs above.

Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
IWN iShares Russell 2000 Value ETF 35% 15% 1099
VBR Small-Cap Value ETF 35% 15% 1099
IJS iShares S&P Small-Cap 600 Value ETF 35% 15% 1099
DES SmallCap Dividend Fund 35% 15% 1099
EES SmallCap Earnings Fund 35% 15% 1099
JKL iShares Morningstar Small-Cap Value ETF 35% 15% 1099
SLYV SPDR S&P 600 Small Cap Value ETF 35% 15% 1099
RZV S&P Smallcap 600 Pure Value 35% 15% 1099
FYT Small Cap Value AlphaDEX Fund 35% 15% 1099
VIOV S&P Small-Cap 600 Value ETF 35% 15% 1099
VTWV Russell 2000 Value ETF 35% 15% 1099
FNDA Fundamental U.S. Small Company Index ETF 35% 15% 1099
PXSV RAFI Fundamental Pure Small Value Portfolio 35% 15% 1099
IESM Enhanced U.S. Small-Cap ETF 35% 15% 1099

Technical Indicators For Every Small Cap Value Equities ETF

The following table contains sortable technical indicators for all ETFs in the Small Cap Value Equities ETFdb Category. For more detailed technical metrics on any of these ETFs, click the "View" link in the right column.

Symbol Name Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced
IWN iShares Russell 2000 Value ETF $96.64 $103.14 $97.90 $98.75 47 View
VBR Small-Cap Value ETF $97.01 $102.40 $98.41 $99.19 50 View
IJS iShares S&P Small-Cap 600 Value ETF $109.04 $115.57 $110.39 $111.14 48 View
DES SmallCap Dividend Fund $66.40 $69.26 $67.41 $67.83 52 View
EES SmallCap Earnings Fund $78.17 $83.32 $79.20 $79.89 47 View
JKL iShares Morningstar Small-Cap Value ETF $119.18 $125.57 $120.90 $121.51 49 View
SLYV SPDR S&P 600 Small Cap Value ETF $104.05 $110.37 $105.52 $106.11 48 View
RZV S&P Smallcap 600 Pure Value $60.55 $64.32 $61.25 $61.71 48 View
FYT Small Cap Value AlphaDEX Fund $31.27 $33.16 $31.55 $31.73 47 View
VIOV S&P Small-Cap 600 Value ETF $93.92 $99.44 $95.15 $95.59 48 View
VTWV Russell 2000 Value ETF $83.86 $89.49 $85.06 $85.61 47 View
FNDA Fundamental U.S. Small Company Index ETF $27.47 $29.20 $27.93 $28.10 49 View
PXSV RAFI Fundamental Pure Small Value Portfolio $24.23 $25.85 $24.58 $24.74 48 View
IESM Enhanced U.S. Small-Cap ETF $29.15 $31.21 n/a n/a 44 View

Analyst Ratings For Every Small Cap Value Equities ETF

The following table includes ETFdb Ratings for all ETFs in the Small Cap Value Equities. The ETFdb Ratings are transparent, quant-based scores designed to assess the relative merits of potential investments. ETFs are ranked on up to six metrics, as well as an Overall Rating. Certain metrics are available only to ETFdb Pro members; sign up for a free 14-day trial for complete access

Symbol Liquidity Expenses Performance Volatility Dividend Concentration Realtime
Overall
IWN
A+
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
VBR
A
A+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IJS
A
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
DES
A-
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
EES
B+
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
JKL
B
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
SLYV
B
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
RZV
B+
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
FYT
A-
C
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
VIOV
C
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
VTWV
C+
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
FNDA
n/a
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PXSV
B-
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IESM
n/a
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only

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