Morningstar Small Value Index ETF Returns
Index Description
The index measures the performance of small cap stocks that have exhibited above-average value characteristics.
ETFs Tracking The Morningstar Small Value Index
The following table presents historical return data for ETFs tracking the Morningstar Small Value Index.
As Of 05/25/2012
| Symbol | Name | 1 Week | 4 Week | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
| JKL | Morningstar Small Value Index Fund | 2.52% | -6.51% | 3.65% | -3.80% | 81.53% | 3.98% |
Other Small Cap Value Equities ETFs
Historical return data for other ETFs in the Small Cap Value Equities ETFdb Category is presented in the following table.
As Of 05/25/2012| Symbol | Name | 1 Week | 4 Week | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
| IWN | Russell 2000 Value Index Fund | 2.11% | -6.75% | 3.24% | -6.43% | 59.13% | -11.35% |
| VBR | Small-Cap Value ETF | 2.71% | -6.75% | 4.68% | -4.63% | 68.37% | -4.28% |
| IJS | S&P SmallCap 600 Value Index Fund | 1.75% | -7.61% | 3.35% | -1.51% | 67.18% | -3.53% |
| DES | SmallCap Dividend Fund | 2.18% | -5.48% | 4.18% | 0.24% | 78.95% | -4.14% |
| JKL | Morningstar Small Value Index Fund | 2.52% | -6.51% | 3.65% | -3.80% | 81.53% | 3.98% |
| EES | SmallCap Earnings Fund | 1.74% | -7.98% | 2.41% | -3.23% | 77.01% | 10.55% |
| SLYV | SPDR S&P 600 Small Cap Value ETF | 1.71% | -8.04% | 2.97% | -1.78% | 70.73% | 1.36% |
| RZV | S&P Smallcap 600 Pure Value | 0.28% | -10.49% | 0.31% | -7.99% | 65.40% | -12.10% |
| PXSV | RAFI Fundamental Pure Small Value Portfolio | 1.94% | -7.53% | 3.45% | -6.09% | 54.05% | -15.24% |
| VIOV | S&P Small-Cap 600 Value ETF | 1.31% | -7.80% | 2.80% | -1.57% | n/a | n/a |
| VTWV | Russell 2000 Value ETF | -0.36% | -4.83% | 1.91% | -5.37% | n/a | n/a |
| SCLP | Russell Small Cap Low P/E ETF | -2.23% | -2.92% | 3.07% | n/a | n/a | n/a |
| SCTR | Small Cap Contrarian ETF | -5.77% | -9.83% | 3.08% | n/a | n/a | n/a |
| FYT | Small Cap Value AlphaDEX Fund | -4.03% | -8.14% | -1.40% | -3.96% | n/a | n/a |
| DIVS | Small Cap High Dividend Yield ETF | 1.35% | -4.31% | n/a | n/a | n/a | n/a |
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 Morningstar Small Value Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Morningstar Small Value Index.
