ETF Alternatives to SMCIX - California Investment S&P Sm Cap Idx Dir Mutual Fund

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund SMCIX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to SMCIX: The mutual fund SMCIX has been benchmarked by California Investment Trust against an index, S&P SmallCap 600 Index, in its fund prospectus. The ETF alternatives to SMCIX listed below consist of (1) ETFs which track S&P SmallCap 600 Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as S&P SmallCap 600 Index.

ETFs Linked To S&P SmallCap 600 Index

The following table presents exchange traded funds linked to S&P SmallCap 600 Index.

Symbol Symbol	ETF Name ETF Name	Assets Assets	YTD YTD	Expense Ratio Expense Ratio
IJR	iShares Core S&P Small-Cap ETF	$103,666,000	16.58%	0.06%
VIOO	Vanguard S&P Small-Cap 600 ETF	$3,900,870	16.49%	0.07%
SPSM	State Street SPDR Portfolio S&P 600 Small Cap ETF	$15,617,800	16.56%	0.03%
XSMO	Invesco S&P SmallCap Momentum ETF	$2,865,160	20.44%	0.36%
XSVM	Invesco S&P SmallCap Value with Momentum ETF	$613,111	18.76%	0.37%

Small Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as S&P SmallCap 600 Index.

Symbol Symbol	ETF Name ETF Name	Assets Assets	YTD YTD	Expense Ratio Expense Ratio
EZM	WisdomTree U.S. MidCap Fund	$900,827	11.00%	0.38%
RWK	Invesco S&P MidCap 400 Revenue ETF	$1,238,330	13.61%	0.39%
GSC	Goldman Sachs Small Cap Equity ETF	$266,461	16.04%	0.75%
IWM	iShares Russell 2000 ETF	$77,408,200	15.99%	0.19%
IJR	iShares Core S&P Small-Cap ETF	$103,666,000	16.58%	0.06%
EES	WisdomTree U.S. SmallCap Fund	$683,442	13.86%	0.38%
FDM	First Trust Dow Jones Select MicroCap Index Fund	$247,606	10.62%	0.60%
VB	Vanguard Small Cap ETF	$77,483,600	13.38%	0.03%
FYX	First Trust Small Cap Core AlphaDEX Fund	$1,269,620	19.86%	0.58%
IWC	iShares Micro-Cap ETF	$1,398,030	16.22%	0.60%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	$2,670,350	12.45%	0.34%
DES	WisdomTree U.S. SmallCap Dividend Fund	$2,086,040	17.64%	0.38%
IWN	iShares Russell 2000 Value ETF	$13,835,000	17.41%	0.24%
SCHA	Schwab U.S. Small-Cap ETF	$22,443,300	18.30%	0.04%
VIOO	Vanguard S&P Small-Cap 600 ETF	$3,900,870	16.49%	0.07%
SMDV	ProShares Russell 2000 Dividend Growers ETF	$657,286	12.12%	0.40%
DGRS	WisdomTree US Smallcap Quality Dividend Growth Fund	$381,308	16.09%	0.38%
FNDA	Schwab Fundamental U.S. Small Company ETF	$8,885,260	15.31%	0.25%
SMLL	Harbor Active Small Cap ETF	$13,143	3.10%	0.80%
SMLF	iShares U.S. Small‑Cap Equity Factor ETF	$3,890,130	14.14%	0.15%
ALTY	Global X Alternative Income ETF	$44,167	5.90%	0.50%
CSB	VictoryShares US Small Cap High Dividend Volatility Wtd ETF	$254,105	9.75%	0.35%
VAMO	Cambria Value & Momentum ETF	$104,536	4.19%	0.65%
SMCP	SMART Mid Cap ETF	$3,275	12.19%	0.79%
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	$1,670,410	6.34%	0.40%
SCAP	Infrastructure Capital Small Cap Income ETF	$20,163	11.24%	0.80%
PSC	Principal U.S. Small-Cap ETF	$2,140,120	13.82%	0.38%
ISMD	Inspire Small/Mid Cap ETF	$312,287	21.97%	0.48%
OUSM	ALPS \| O’Shares U.S. Small-Cap Quality Dividend ETF	$868,017	7.23%	0.48%
CALF	Pacer US Small Cap Cash Cows ETF	$3,491,800	13.05%	0.59%
SQLV	Royce Quant Small‑Cap Quality Value ETF	$26,960	15.05%	0.60%
SPSM	State Street SPDR Portfolio S&P 600 Small Cap ETF	$15,617,800	16.56%	0.03%
USVM	VictoryShares US Small Mid Cap Value Momentum ETF	$1,620,280	16.04%	0.29%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	$10,826,000	9.32%	0.59%
IZRL	ARK Israel Innovative Technology ETF	$139,505	-1.03%	0.49%
MJ	Amplify Alternative Harvest ETF	$136,172	-8.69%	0.75%
VPC	Virtus Private Credit Strategy ETF	$31,679	-9.71%	10.60%
CNBS	Amplify Seymour Cannabis ETF	$99,122	11.20%	0.76%
OVS	Overlay Shares Small Cap Equity ETF	$27,975	18.18%	0.83%
ROSC	Hartford Multifactor Small Cap ETF	$58,388	14.61%	0.34%
AFMC	First Trust Active Factor Mid Cap ETF	$168,258	16.00%	0.68%
AFSM	First Trust Active Factor Small Cap ETF	$100,019	15.95%	0.75%
TPSC	Timothy Plan US Small Cap Core ETF	$330,690	10.78%	0.52%
HSMV	First Trust Horizon Managed Volatility Small/Mid ETF	$31,422	5.70%	0.80%
SIXS	ETC 6 Meridian Small Cap Equity ETF	$127,294	9.71%	0.50%
MSOS	AdvisorShares Pure US Cannabis ETF	$1,182,070	16.31%	0.97%
XJR	iShares ESG Select Screened S&P Small-Cap ETF	$139,681	16.34%	0.12%
BBSC	JPMorgan BetaBuilders U.S. Small Cap Equity Fund	$691,578	15.78%	0.09%
ISCB	iShares Morningstar Small-Cap ETF	$271,940	11.10%	0.04%
QVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETF	$238,535	17.36%	0.15%
AVSC	Avantis U.S Small Cap Equity ETF	$2,812,020	18.19%	0.25%
RYLG	Global X Russell 2000 Covered Call & Growth ETF	$8,111	11.75%	0.35%
STXK	Strive Small-Cap ETF	$79,331	11.09%	0.18%
HAPS	Harbor Human Capital Factor US Small Cap ETF	$158,936	11.66%	0.61%
IWMY	Defiance R2000 Enhanced Options & 0DTE Income ETF	$97,608	10.69%	1.05%
FESM	Fidelity Enhanced Small Cap Core ETF	$5,222,270	19.23%	0.28%
SMCF	Themes US Small Cap Cash Flow Champions ETF	$2,989	14.42%	0.29%
GRPZ	Invesco S&P SmallCap 600 GARP ETF	$2,381	13.56%	0.35%
IWMI	NEOS Russell 2000 High Income ETF	$912,753	12.39%	0.68%
FSCC	Federated Hermes MDT Small Cap Core ETF	$271,175	14.43%	0.36%