The Small Cap Blend Equities category can include funds that focus on the broad small-cap equity space but also those that focus on specific industries that are primarily populated by small-cap companies. There are a range of variations falling under this umbrella, including smart-beta and factor funds. The category can also include midcap-labeled equity funds depending on their holdings.
| AUM ($,B) | # Of Funds | Average ER % | Average 1YR Return | |
|---|---|---|---|---|
| BlackRock, Inc. | 205.90 | 7 | 0.20% | 36.54% |
| Vanguard | 83.13 | 2 | 0.05% | 29.38% |
| The Charles Schwab Corp. | 32.00 | 2 | 0.15% | 35.60% |
| State Street | 15.71 | 1 | 0.03% | 31.49% |
| First Trust | 12.64 | 6 | 0.67% | 25.61% |
| Invesco | 4.22 | 4 | 0.31% | 28.35% |
| WisdomTree, Inc. | 4.03 | 4 | 0.38% | 25.92% |
| Pacer Advisors | 3.56 | 1 | 0.59% | 30.23% |
| American Century Investments | 2.86 | 1 | 0.25% | 38.75% |
| Proshare Advisors LLC | 2.35 | 2 | 0.40% | 11.50% |
| Principal | 2.18 | 1 | 0.38% | 27.15% |
| Victory Capital | 1.89 | 2 | 0.32% | 24.18% |
| AdvisorShares | 1.03 | 1 | 0.97% | 99.16% |
| Neos Investments LLC | 0.92 | 1 | 0.68% | 34.37% |
| SS&C Technologies Holdings, Inc. | 0.88 | 1 | 0.48% | 10.88% |
| JP Morgan | 0.70 | 1 | 0.09% | 35.98% |
| Timothy Plan | 0.33 | 1 | 0.52% | 20.18% |
| Inspire Impact Group LLC | 0.32 | 1 | 0.48% | 36.88% |
| Federated Hermes, Inc. | 0.28 | 1 | 0.36% | 38.07% |
| Goldman Sachs | 0.26 | 1 | 0.75% | 27.04% |
| Amplify Investments | 0.22 | 2 | 0.76% | 59.36% |
| ORIX | 0.17 | 2 | 0.71% | 12.22% |
| ARK Invest LLC | 0.15 | 1 | 0.49% | 26.49% |
| Exchange Traded Concepts | 0.13 | 1 | 0.50% | 16.33% |
| TFG Parent Holdings LLC | 0.10 | 1 | 1.05% | 23.31% |
| ETF Architect | 0.08 | 1 | 0.18% | 25.85% |
| The Hartford Insurance Group, Inc. | 0.06 | 1 | 0.34% | 30.48% |
| Mirae Asset Global Investments Co., Ltd. | 0.05 | 2 | 0.43% | 22.31% |
| Cambria Investment Management LP | 0.05 | 1 | 0.65% | 18.12% |
| Virtus Investment Partners | 0.03 | 1 | 10.60% | -12.89% |
| Liquid Strategies | 0.03 | 1 | 0.83% | 36.33% |
| Franklin Templeton | 0.03 | 1 | 0.60% | 25.90% |
| Infrastructure Capital Advisors LLC | 0.02 | 1 | 0.80% | 27.10% |
| Themes ETF | 0.00 | 1 | 0.29% | 27.93% |
| Tidal Investments LLC | 0.00 | 1 | 0.79% | 13.49% |
This is a list of all US-traded ETFs that are currently included in the Small Cap Blend Equities ETF Database Category by the ETF Database staff. Each ETF is placed in a single “best fit” ETF Database Category; if you want to browse ETFs with more flexible selection criteria, visit our screener. To see more information of the Small Cap Blend Equities ETFs, click on one of the tabs above.
* Assets in thousands of U.S. Dollars. Assets and Average Volume as of 2026-06-04 01:01:16 -0400
The following table displays sortable historical return data for all ETFs currently included in the Small Cap Blend Equities ETF Database Category. For information on dividends, expenses, or technical indicators, click on one of the tabs above.
The table below includes fund flow data for all U.S. listed Small Cap Blend Equities ETFs. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period.
Fund Flows in millions of U.S. Dollars.
The following table displays sortable expense ratio and commission free trading information for all ETFs currently included in the Small Cap Blend Equities ETF Database Category.
The following table includes ESG Scores and other descriptive information for all Small Cap Blend Equities ETFs listed on U.S. exchanges that are currently tracked by ETF Database. Easily browse and evaluate ETFs by visiting our ESG Investing themes section and find ETFs that map to various environmental, social, governance and morality themes.
The following table includes sortable dividend information on all ETFs in the Small Cap Blend Equities ETF Database Category, including yield, dividend date, and beta.
The following table includes basic holdings information for each ETF in the Small Cap Blend 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.
The following table displays sortable tax data for all ETFs currently included in the Small Cap Blend Equities ETF Database Category. To see information on dividends, expenses, or technicals, click on one of the other tabs above.
The following table contains sortable technical indicators for all ETFs in the Small Cap Blend Equities ETF Database Category. For more detailed technical metrics on any of these ETFs, click the “View” link in the right column.
The following table contains links to detailed analysis for each ETF in the Small Cap Blend Equities. To see holdings, official fact sheets, or the ETF home page, click on the links below.
The following table includes ETF Database Ratings for all ETFs in the Small Cap Blend Equities. The ETF Database 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 ETF Database Pro members; sign up for a free 14-day trial for complete access
| Symbol Symbol | ETF Name ETF Name | Total Assets* Total Assets* | YTD YTD | Avg Volume Avg Volume | Previous Closing Price Previous Closing Price | 1-Day Change 1-Day Change | 1 Week 1 Week | 4 Week 4 Week | 1 year 1 year | 3 year 3 year | 5 year 5 year | YTD FF YTD FF | 1 Week FF 1 Week FF | 4 Week FF 4 Week FF | 1 Year FF 1 Year FF | 3 Year FF 3 Year FF | 5 Year FF 5 Year FF | ETF Database Category ETF Database Category | Inception Inception | ER ER | Commission Free Commission Free | Annual Dividend Rate Annual Dividend Rate | Dividend Date Dividend Date | Dividend Dividend | Annual Dividend Yield % Annual Dividend Yield % | P/E Ratio P/E Ratio | Beta Beta | # of Holdings # of Holdings | % In Top 10 % In Top 10 | Complete Complete | ST Cap Gain Rate ST Cap Gain Rate | LT Cap Gain Rate LT Cap Gain Rate | Tax Form Tax Form | Lower Bollinger Lower Bollinger | Upper Bollinger Upper Bollinger | Support 1 Support 1 | Resistance 1 Resistance 1 | RSI RSI | Advanced Advanced | Fact Sheet Fact Sheet | ETF Holdings ETF Holdings | Chart Chart | ETF Home Page ETF Home Page | Head-To-Head Head-To-Head | Overall Rating Overall Rating | Liquidity Rating Liquidity Rating | Expenses Rating Expenses Rating | Returns Rating Returns Rating | Volatility Rating Volatility Rating | Dividend Rating Dividend Rating | Concentration Rating Concentration Rating |
ESG Score
ESG Score
|
ESG Score Peer Percentile (%)
ESG Score Peer Percentile (%)
|
ESG Score Global Percentile (%)
ESG Score Global Percentile (%)
|
Carbon Intensity (Tons of CO2e / $M Sales)
Carbon Intensity (Tons of CO2e / $M Sales)
|
SRI Exclusion Criteria (%)
SRI Exclusion Criteria (%)
|
Sustainable Impact Solutions (%)
Sustainable Impact Solutions (%)
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | $104,363,000 | 15.38% | 5,361,479 | $138.45 | -0.89% | -0.84% | -0.35% | 31.53% | 14.39% | 5.53% | Small Cap Blend Equities | 2000-05-22 | 0.06% | 2 Platforms | $1.60 | 2026-03-17 | $0.19 | 1.15% | 18.40 | 1.02 | 603 | 7.44% | View | 40% | 20% | 1099 | $133.31 | $141.04 | $137.97 | $139.10 | 57.65 | View | View | View | View | View | View | A+ | A | 5.61 | 33.13% | 24.98% | 124.1 | 2.84% | 7.52% | |||||||||||
| IWM | iShares Russell 2000 ETF | $81,673,600 | 17.07% | 36,365,132 | $287.67 | -1.37% | -0.93% | 0.30% | 39.10% | 17.88% | 6.02% | Small Cap Blend Equities | 2000-05-22 | 0.19% | N/A | $2.54 | 2026-03-17 | $0.44 | 0.88% | 19.42 | 1.11 | 1899 | 7.98% | View | 40% | 20% | 1099 | $274.19 | $294.49 | $286.30 | $289.53 | 58.63 | View | View | View | View | View | View | A+ | B+ | 5.38 | 16.29% | 20.96% | 179.71 | 3.88% | 6.66% | |||||||||||
| VB | Vanguard Small Cap ETF | $79,201,700 | 14.15% | 724,925 | $293.36 | -0.65% | 0.27% | 0.86% | 28.82% | 17.05% | 7.04% | Small Cap Blend Equities | 2004-01-26 | 0.03% | 2 Platforms | $3.50 | 2026-03-27 | $0.98 | 1.19% | 21.60 | 1.05 | 1310 | 5.47% | View | 40% | 20% | 1099 | $279.38 | $297.10 | $292.13 | $294.55 | 61.03 | View | View | View | View | View | View | A | A | 5.94 | 55.88% | 31.46% | 157.75 | 5.57% | 7.69% | |||||||||||
| SCHA | Schwab U.S. Small-Cap ETF | $22,983,000 | 19.77% | 2,617,174 | $34.07 | -0.58% | 0.26% | 1.61% | 40.25% | 18.84% | 7.01% | Small Cap Blend Equities | 2009-11-03 | 0.04% | Charles Schwab | $0.34 | 2026-03-25 | $0.04 | 1.00% | 19.86 | 1.10 | 1701 | 10.81% | View | 40% | 20% | 1099 | $32.11 | $34.58 | $33.90 | $34.22 | 63.54 | View | View | View | View | View | View | A | A | 5.29 | 12.30% | 19.63% | 134.92 | 3.96% | 6.74% | |||||||||||
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $15,706,000 | 15.27% | 2,275,620 | $53.83 | -0.92% | -0.88% | -0.41% | 31.49% | 14.42% | 5.59% | Small Cap Blend Equities | 2013-07-08 | 0.03% | N/A | $0.77 | 2026-03-23 | $0.16 | 1.42% | 14.89 | 1.02 | 606 | 6.39% | View | 40% | 20% | 1099 | $51.86 | $54.86 | $53.66 | $54.08 | 57.49 | View | View | View | View | View | View | A | A+ | 5.61 | 32.71% | 24.96% | 123.88 | 2.95% | 7.86% | |||||||||||
| IWN | iShares Russell 2000 Value ETF | $14,052,500 | 17.42% | 811,725 | $212.19 | -1.31% | -1.22% | -0.27% | 41.14% | 17.66% | 6.31% | Small Cap Blend Equities | 2000-07-24 | 0.24% | TD Ameritrade | $3.09 | 2026-03-17 | $0.52 | 1.46% | 15.81 | 1.02 | 1377 | 6.90% | View | 40% | 20% | 1099 | $204.78 | $216.84 | $211.48 | $213.46 | 57.17 | View | View | View | View | View | View | A | A | 5.27 | 11.48% | 19.44% | 178.21 | 4.96% | 5.93% | |||||||||||
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $10,811,400 | 7.69% | 1,497,846 | $41.17 | -0.44% | -1.32% | -3.08% | 20.08% | 17.16% | 8.41% | Small Cap Blend Equities | 2017-11-01 | 0.59% | N/A | $0.50 | 2026-03-26 | $0.10 | 1.21% | 17.27 | 1.01 | 167 | 13.58% | View | 40% | 20% | 1099 | $40.54 | $42.30 | N/A | N/A | 48.47 | View | View | View | View | View | View | B- | B- | 5.86 | 3.32% | 29.77% | 38.61 | 3.27% | 5.89% | |||||||||||
| FNDA | Schwab Fundamental U.S. Small Company ETF | $9,013,670 | 14.86% | 1,327,211 | $36.13 | -1.01% | -0.41% | -0.11% | 30.94% | 15.70% | 6.89% | Small Cap Blend Equities | 2013-08-15 | 0.25% | Charles Schwab | $0.39 | 2026-03-25 | $0.06 | 1.09% | 19.34 | 1.03 | 930 | 5.44% | View | 40% | 20% | 1099 | $34.67 | $36.76 | $36.02 | $36.31 | 58.01 | View | View | View | View | View | View | A | A | 5.57 | 28.59% | 24.30% | 138.71 | 4.92% | 6.59% | |||||||||||
| SMLF | iShares U.S. Small‑Cap Equity Factor ETF | $3,949,040 | 14.46% | 190,002 | $85.49 | -0.72% | 0.40% | 0.79% | 30.97% | 19.84% | 10.89% | Small Cap Blend Equities | 2015-04-28 | 0.15% | N/A | $0.88 | 2026-03-17 | $0.19 | 1.03% | 19.12 | 1.08 | 881 | 9.41% | View | 40% | 20% | 1099 | $81.00 | $86.72 | $85.11 | $85.78 | 61.53 | View | View | View | View | View | View | B+ | A- | 5.78 | 45.98% | 28.67% | 101.63 | 4.25% | 7.76% | |||||||||||
| VIOO | Vanguard S&P Small-Cap 600 ETF | $3,931,030 | 15.34% | 101,932 | $127.98 | -0.88% | -0.81% | -0.33% | 29.94% | 13.89% | 5.09% | Small Cap Blend Equities | 2010-09-07 | 0.07% | Vanguard | $0.00 | 2024-12-23 | $1.57 | 0.00% | 18.30 | 1.03 | 607 | 6.00% | View | 40% | 20% | 1099 | $123.20 | $130.35 | $127.54 | $128.60 | 57.75 | View | View | View | View | View | View | A- | A | 5.61 | 32.44% | 24.95% | 123.79 | 2.94% | 7.82% | |||||||||||
| CALF | Pacer US Small Cap Cash Cows ETF | $3,555,740 | 13.33% | 926,182 | $50.21 | -1.12% | 2.39% | 4.52% | 30.23% | 10.68% | 4.28% | Small Cap Blend Equities | 2017-06-16 | 0.59% | N/A | $0.64 | 2026-03-05 | $0.07 | 1.27% | 0.00 | 1.01 | 200 | 21.80% | View | 40% | 20% | 1099 | $45.83 | $50.98 | $49.98 | $50.55 | 64.31 | View | View | View | View | View | View | B- | B- | 6.28 | 72.16% | 39.38% | 83.54 | 0.75% | 8.83% | |||||||||||
| AVSC | Avantis U.S Small Cap Equity ETF | $2,863,540 | 16.84% | 131,346 | $68.54 | -1.32% | -0.84% | -0.52% | 38.75% | 16.98% | N/A | Small Cap Blend Equities | 2022-01-11 | 0.25% | N/A | $0.63 | 2026-03-10 | $0.09 | 0.92% | 0.00 | 1.04 | 1523 | 4.40% | View | 40% | 20% | 1099 | $66.08 | $69.95 | $68.26 | $68.94 | 56.33 | View | View | View | View | View | View | C | B+ | 5.3 | 12.65% | 19.74% | 139.62 | 4.04% | 6.24% | |||||||||||
| PRFZ | Invesco RAFI US 1500 Small-Mid ETF | $2,729,020 | 12.74% | 151,363 | $51.62 | -1.32% | -0.71% | 0.00% | 31.74% | 17.24% | 7.73% | Small Cap Blend Equities | 2006-09-20 | 0.34% | N/A | $0.44 | 2026-03-23 | $0.10 | 0.84% | 21.13 | 1.07 | 1524 | 4.84% | View | 40% | 20% | 1099 | $49.31 | $52.81 | $51.43 | $51.87 | 58.18 | View | View | View | View | View | View | A- | B+ | 5.2 | 7.56% | 18.51% | 109.89 | 4.08% | 6.67% | |||||||||||
| PSC | Principal U.S. Small-Cap ETF | $2,176,590 | 13.83% | 160,785 | $65.60 | -0.94% | -0.25% | 1.09% | 27.15% | 18.36% | 8.04% | Small Cap Blend Equities | 2016-09-21 | 0.38% | N/A | $0.38 | 2026-04-01 | $0.11 | 0.59% | 0.00 | 1.01 | 507 | 11.39% | View | 40% | 20% | 1099 | $62.43 | $66.61 | $65.20 | $66.12 | 60.56 | View | View | View | View | View | View | B- | A- | 5.45 | 21.10% | 22.38% | 94.73 | 2.73% | 8.14% | |||||||||||
| DES | WisdomTree U.S. SmallCap Dividend Fund | $2,066,330 | 15.18% | 135,792 | $38.31 | -1.24% | -1.36% | -1.28% | 25.56% | 14.17% | 5.91% | Small Cap Blend Equities | 2006-06-16 | 0.38% | E*TRADE | $0.92 | 2026-05-26 | $0.06 | 2.40% | 18.88 | 0.90 | 525 | 9.40% | View | 40% | 20% | 1099 | $37.55 | $39.09 | $38.16 | $38.57 | 52.88 | View | View | View | View | View | View | A | B+ | 5.31 | 13.20% | 19.92% | 150.86 | 4.00% | 5.85% | |||||||||||
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | $1,690,320 | 3.98% | 52,518 | $87.05 | -0.58% | -2.22% | -3.51% | 9.25% | 10.42% | 5.94% | Small Cap Blend Equities | 2015-02-03 | 0.40% | N/A | $1.95 | 2026-03-25 | $0.51 | 2.24% | 16.37 | 0.71 | 66 | 17.63% | View | 40% | 20% | 1099 | $86.57 | $90.34 | N/A | N/A | 43.78 | View | View | View | View | View | View | A- | B+ | 5.95 | 56.01% | 31.50% | 296.96 | 1.47% | 4.75% | |||||||||||
| USVM | VictoryShares US Small Mid Cap Value Momentum ETF | $1,627,610 | 15.26% | 54,829 | $104.60 | -0.40% | -0.57% | 0.24% | 30.42% | 19.79% | 9.72% | Small Cap Blend Equities | 2017-10-24 | 0.29% | N/A | $1.84 | 2026-05-08 | $0.04 | 1.76% | 17.80 | 0.99 | 291 | 6.61% | View | 40% | 20% | 1099 | $100.45 | $106.11 | N/A | N/A | 58.98 | View | View | View | View | View | View | B+ | A- | 5.45 | 20.89% | 22.33% | 134.34 | 3.62% | 7.40% | |||||||||||
| IWC | iShares Micro-Cap ETF | $1,443,300 | 18.97% | 130,038 | $187.33 | -2.09% | -2.39% | -0.62% | 55.24% | 21.73% | 5.40% | Small Cap Blend Equities | 2005-08-12 | 0.60% | Fidelity | $1.70 | 2026-03-17 | $0.24 | 0.91% | 14.22 | 1.10 | 1270 | 13.26% | View | 40% | 20% | 1099 | $177.65 | $195.00 | $185.75 | $189.71 | 56.09 | View | View | View | View | View | View | B+ | B- | 4.42 | 0.27% | 10.12% | 88.22 | 3.28% | 4.50% | |||||||||||
| FYX | First Trust Small Cap Core AlphaDEX Fund | $1,278,090 | 18.13% | 36,798 | $133.43 | -1.34% | -1.24% | -0.96% | 43.61% | 20.01% | 8.19% | Small Cap Blend Equities | 2007-05-08 | 0.58% | N/A | $0.93 | 2026-03-26 | $0.20 | 0.69% | 16.26 | 1.06 | 524 | 5.23% | View | 40% | 20% | 1099 | $128.46 | $136.92 | $132.84 | $134.42 | 56.32 | View | View | View | View | View | View | B+ | B- | 4.96 | 2.89% | 15.85% | 92.25 | 3.51% | 7.55% | |||||||||||
| RWK | Invesco S&P MidCap 400 Revenue ETF | $1,251,270 | 13.47% | 21,025 | $143.03 | -0.23% | 1.13% | 1.12% | 28.12% | 18.04% | 10.64% | Small Cap Blend Equities | 2008-02-20 | 0.39% | N/A | $1.61 | 2026-03-23 | $0.40 | 1.12% | 16.18 | 1.07 | 399 | 22.02% | View | 40% | 20% | 1099 | $134.66 | $144.08 | N/A | N/A | 62.14 | View | View | View | View | View | View | B | B+ | 6.22 | 70.31% | 37.82% | 123.99 | 7.30% | 6.35% | |||||||||||
| MSOS | AdvisorShares Pure US Cannabis ETF | $1,026,750 | 0.42% | 8,386,754 | $4.74 | -6.14% | 1.94% | -10.06% | 99.16% | -4.02% | -35.19% | Small Cap Blend Equities | 2020-09-01 | 0.97% | N/A | $0.00 | 2021-12-23 | $0.07 | 0.00% | 0.00 | 1.32 | 11 | 102.32% | View | 40% | 20% | 1099 | $4.29 | $5.33 | $4.58 | $4.97 | 51.49 | View | View | View | View | View | View | N/A | C+ | 0.0 | N/A | N/A | N/A | N/A | N/A | |||||||||||
| IWMI | NEOS Russell 2000 High Income ETF | $917,592 | 13.35% | 369,577 | $51.97 | -1.03% | -0.52% | 0.73% | 34.37% | N/A | N/A | Small Cap Blend Equities | 2024-06-25 | 0.68% | N/A | $7.03 | 2026-05-20 | $0.60 | 13.52% | 0.00 | 0.96 | 4 | 100.00% | View | 40% | 20% | 1099 | $49.91 | $52.83 | $51.77 | $52.23 | 59.65 | View | View | View | View | View | View | N/A | B | 0.0 | N/A | N/A | N/A | N/A | N/A | |||||||||||
| EZM | WisdomTree U.S. MidCap Fund | $897,080 | 10.53% | 23,466 | $73.64 | -0.01% | 0.35% | 0.64% | 23.17% | 15.38% | 7.98% | Small Cap Blend Equities | 2007-02-23 | 0.38% | E*TRADE | $0.93 | 2026-03-26 | $0.18 | 1.26% | 16.27 | 1.00 | 510 | 8.29% | View | 40% | 20% | 1099 | $70.65 | $74.29 | N/A | N/A | 61.39 | View | View | View | View | View | View | A- | A- | 5.96 | 56.49% | 31.78% | 193.51 | 4.98% | 6.95% | |||||||||||
| OUSM | ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF | $875,797 | 6.79% | 71,966 | $46.38 | -0.06% | -0.73% | -0.03% | 10.88% | 11.37% | 7.24% | Small Cap Blend Equities | 2016-12-30 | 0.48% | N/A | $0.96 | 2026-05-21 | $0.09 | 2.07% | 0.00 | 0.91 | 110 | 26.13% | View | 40% | 20% | 1099 | $45.54 | $46.96 | N/A | N/A | 53.22 | View | View | View | View | View | View | B | B | 6.24 | 7.52% | 38.28% | 76.8 | 2.87% | 4.84% | |||||||||||
| BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity Fund | $700,668 | 15.75% | 14,451 | $85.83 | -1.12% | -1.11% | -0.02% | 35.98% | 17.34% | 6.57% | Small Cap Blend Equities | 2020-11-16 | 0.09% | N/A | $0.89 | 2026-03-24 | $0.17 | 1.03% | 0.00 | 1.14 | 725 | 6.50% | View | 40% | 20% | 1099 | $82.38 | $87.87 | $85.63 | $86.15 | 58.54 | View | View | View | View | View | View | B+ | A | 5.08 | 4.74% | 16.88% | 154.95 | 4.27% | 5.81% | |||||||||||
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