S&P SmallCap 600 Index ETF Tax Rates

Index Description

The index measures the performance of the small capitalization sector of the U.S. equity market.

ETFs Tracking The S&P SmallCap 600 Index

The following table presents sortable tax data for ETFs currently tracking the S&P SmallCap 600 Index.

As Of 05/25/2012
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
IJR S&P SmallCap 600 Index Fund 35% 15% 1099
SLY SPDR S&P 600 Small Cap ETF 35% 15% 1099
VIOO S&P Small-Cap 600 ETF 35% 15% 1099

Other Small Cap Blend 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 Blend 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
IWM Russell 2000 Index Fund 35% 15% 1099
IJR S&P SmallCap 600 Index Fund 35% 15% 1099
VB Small-Cap ETF 35% 15% 1099
SCHA U.S. Small-Cap ETF 35% 15% 1099
IWC Russell Microcap Index Fund 35% 15% 1099
PRFZ FTSE RAFI US 1500 Small-Mid Portfolio 35% 15% 1099
SLY SPDR S&P 600 Small Cap ETF 35% 15% 1099
JKJ Morningstar Small Core Index Fund 35% 15% 1099
FYX Small Cap Core AlphaDEX Fund 35% 15% 1099
RWJ Small Cap Fund 35% 15% 1099
VTWO Russell 2000 ETF 35% 15% 1099
FDM DJ Select MicroCap Index Fund 35% 15% 1099
PZI Zacks Micro Cap 35% 15% 1099
VIOO S&P Small-Cap 600 ETF 35% 15% 1099
EWRS Russell 2000 Equal Weight ETF 35% 15% 1099
WMCR Wilshire Micro-Cap ETF 35% 15% 1099
PXSC RAFI Fundamental Pure Small Core Portfolio 35% 15% 1099
SCOG Small Cap Consistent Growth ETF 35% 15% 1099
FOS Focus Morningstar Small Cap Index ETF 35% 15% 1099
SLBT Russell 2000 Low Beta ETF 35% 15% 1099
SLVY Russell 2000 Low Volatility ETF 35% 15% 1099
SHMO Russell 2000 High Momentum ETF 35% 15% 1099
EWSM S&P SmallCap 600 Equal Weight ETF 35% 15% 1099
SHBT Russell 2000 High Beta ETF 35% 15% 1099
SHVY Russell 2000 High Volatility ETF 35% 15% 1099

Other Small Cap Blend Equities Indexes

Other indexes tracked by ETFs in the Small Cap Blend Equities ETFdb Category include:

Mutual Funds Tracking S&P SmallCap 600 Index

ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. Mutual funds tracking S&P SmallCap 600 Index include: AAFBX, AAFCX, ACCRX, ACFBX, ACLGX, ACLOX, ACROX, ALEGX, ALYBX, ASCEX, ASCQX, ASCRX, ASQAX, ASQIX, ATAAX, ATCAX, ATLAX, CCPCX, CHNDX, CMSSX, CMSVX, CSWCX, DCERX, DISSX, EBSMX, ECMGX, ECSEX, ECSMX, EIMGX, EISGX, EMMGX, EMSEX, ERSGX, ETEGX, ETMGX, EVSEX, HSUAX, HSUBX, HSUTX, IACVX, IAGRX, IAMDX, IDSGX, IDSIX, IDSLX, IGPAX, IGPCX, IGPIX, IGPWX, IIMDX, IPSIX, IPSSX, ISAGX, ISAIX, ISCVX, ISCYX, ISGRX, ISIAX, ISIBX, JSCMX, JSCRX, MPSSX, NILAX, NILBX, NLBOX, NLHAX, NLHBX, NLOAX, NLPAX, NLWAX, NLWBX, NMSAX, NMSCX, PGOAX, PQVAX, PQVBX, PQVCX, PSAPX, PSCCX, PSCZX, PSQZX, PSSIX, PSSJX, PSSMX, PSSNX, PSSPX, PSSSX, RAUHX, RAUOX, RAUTX, RAVRX, RAVSX, RAWHX, RAWOX, RAWTX, RAYHX, RAYOX, RAYTX, RLRHX, RLROX, RLRTX, SAUAX, SAUBX, SAUIX, SAWAX, SAWBX, SAWIX, SAYAX, SAYBX, SAYIX, SLRAX, SLRBX, SLRIX, SMCIX, SMLKX, USCAX, VTMSX, VTSIX, WFAGX and WSCBX.

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