Benjamin Graham Small Cap Value Index - Total Return ETF Tax Rates
Index Description
The Index tracks the value of a portfolio of small-cap U.S. stocks that are selected according to the Benjamin Graham Methodology. The methodology seeks to identify businesses with strong, liquid balance sheets that trade at a discount to their implied intrinsic value, implementing the investment principles of Benjamin Graham through a quantitative, objective process utilizing modern portfolio theory and statistical analysis.
ETFs Tracking The Benjamin Graham Small Cap Value Index - Total Return
The following table presents sortable tax data for ETFs currently tracking the Benjamin Graham Small Cap Value Index - Total Return.
As Of 08/26/2011
Other Small Cap Value Equities ETFs
ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the Small Cap Value Equities ETFdb Category are presented in the following table.
As Of 05/25/2012| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| IWN | Russell 2000 Value Index Fund | 35% | 15% | 1099 |
| VBR | Small-Cap Value ETF | 35% | 15% | 1099 |
| IJS | S&P SmallCap 600 Value Index Fund | 35% | 15% | 1099 |
| DES | SmallCap Dividend Fund | 35% | 15% | 1099 |
| JKL | Morningstar Small Value Index Fund | 35% | 15% | 1099 |
| EES | SmallCap Earnings Fund | 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 |
| PXSV | RAFI Fundamental Pure Small Value Portfolio | 35% | 15% | 1099 |
| VIOV | S&P Small-Cap 600 Value ETF | 35% | 15% | 1099 |
| VTWV | Russell 2000 Value ETF | 35% | 15% | 1099 |
| SCLP | Russell Small Cap Low P/E ETF | 35% | 15% | 1099 |
| SCTR | Small Cap Contrarian ETF | 35% | 15% | 1099 |
| FYT | Small Cap Value AlphaDEX Fund | 35% | 15% | 1099 |
| DIVS | Small Cap High Dividend Yield ETF | 35% | 15% | 1099 |
Other Small Cap Value Equities Indexes
Other indexes tracked by ETFs in the Small Cap Value Equities ETFdb Category include:
- Morningstar Small Value Index
- MSCI US Small Cap Value Index
- Russell 2000 Value Index
- S&P SmallCap 600/Citigroup Pure Value Index
- S&P SmallCap 600/Citigroup Value Index
- WisdomTree SmallCap Dividend Index
- WisdomTree SmallCap Earnings Index
- S&P SmallCap 600 Value Index
- Defined Small Cap Value Index
- RAFI Fundamental Small Value Index
- Russell U.S. Small Cap Low P/E Index
- Russell U.S. Small Cap Contrarian Index
- Russell U.S. Small Cap High Dividend Yield Index
Mutual Funds Tracking Benjamin Graham Small Cap Value Index - Total Return
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Benjamin Graham Small Cap Value Index - Total Return.
