The index is designed to represent the performance of a strategy that seeks higher exposure to value and momentum factors within the parent index while also maintaining moderate turnover and lower realized volatility than traditional cap weighted indexes. The index is constructed by including a set proportion of securities from the parent index with the highest Value-Momentum Z-Scores. Constituents are weighted such that securities with lower realized volatility are given higher index weights.
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ETF Database staff has allocated each ETF in the ETF database, as well as each index, to a single ‘best-fit’ ETF Database Category. Other ETFs in the Small Cap Value Equities ETF Database Category are presented in the following table.
* Assets in thousands of U.S. Dollars.
Historical return data for other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
Fund flow information for other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
Expense information for other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
Dividend information for other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
Holdings data for other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
Tax Rate data for other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
Technical information for other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
Links to analysis of other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
Links to a proprietary ETF Database rating for other ETFs in the Small Cap Value Equities ETF Database Category is presented in the following table.
| Symbol | ETF Name | Asset Class | Total Assets* | YTD | Avg Volume | Previous Closing Price | 1-Day Change | Overall Rating | 1 Week | 1 Month | 1 Year | 3 Year | 5 Year | YTD FF | 1 Week FF | 4 Week FF | 1 Year FF | 3 Year FF | 5 Year FF | ETF Database | Inception | ER | Commission Free | Annual Dividend Rate | Dividend Date | Dividend | Annual Dividend Yield % | P/E Ratio | Beta | # of Holdings | % In Top 10 | Complete | ST Cap Gain Rate | LT Cap Gain Rate | Tax Form | Lower Bollinger | Upper Bollinger | Support 1 | Resistance 1 | RSI | Advanced | Fact Sheet | ETF Holdings | Chart | ETF Home Page | Head-To-Head | Liquidity Rating | Expenses Rating | Returns Rating | Volatility Rating | Dividend Rating | Concentration Rating |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VBR | Vanguard Small Cap Value ETF | Equity | $22,789,300 | -3.8% | 536,608.0 | $151.88 | 1.11% | 1.0% | -10.2% | -11.8% | 113.0% | 32.9% | Small Cap Value Equities | 2004-01-26 | 0.07% | 2 Platforms | $3.23 | 2022-12-22 | $1.12 | 1.98% | 9.3 | 1.14 | 857 | 6.2% | View | 40% | 20% | 1099 | $144.87 | $175.28 | $149.22 | $153.26 | 37.91 | View | View | View | View | View | View | A | A | |||||||||||
| IJS | iShares S&P Small-Cap 600 Value ETF | Equity | $6,657,320 | -1.2% | 600,753.0 | $89.91 | 1.23% | 0.3% | -10.9% | -10.7% | 113.1% | 30.7% | Small Cap Value Equities | 2000-07-24 | 0.25% | 2 Platforms | $1.34 | 2022-12-13 | $0.26 | 1.39% | 12.4 | 1.16 | 461 | 10.2% | View | 40% | 20% | 1099 | $86.20 | $103.86 | $88.21 | $90.81 | 38.43 | View | View | View | View | View | View | A+ | A- | |||||||||||
| AVUV | Avantis U.S. Small Cap Value ETF | Equity | $5,130,640 | -4.1% | 516,795.0 | $71.12 | 0.72% | 0.6% | -11.6% | -10.5% | 172.5% | N/A | Small Cap Value Equities | 2019-09-24 | 0.25% | N/A | $1.30 | 2022-12-15 | $0.42 | 1.71% | 7.1 | 1.30 | 731 | 8.6% | View | 40% | 20% | 1099 | $67.55 | $84.54 | $69.77 | $71.88 | 37.41 | View | View | View | View | View | View | A | B+ | |||||||||||
| SLYV | SPDR S&P 600 Small Cap Value ETF | Equity | $3,715,420 | -1.1% | 291,697.0 | $73.12 | 1.13% | 0.2% | -10.8% | -10.6% | 115.3% | 31.9% | Small Cap Value Equities | 2000-09-25 | 0.15% | Charles Schwab | $1.09 | 2022-12-19 | $0.32 | 1.39% | 11.5 | 1.16 | 458 | 7.8% | View | 40% | 20% | 1099 | $70.12 | $84.41 | $71.73 | $73.85 | 38.44 | View | View | View | View | View | View | A | A- | |||||||||||
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Equity | $1,232,800 | -1.0% | 79,718.0 | $77.55 | 0.78% | 0.1% | -11.0% | -10.9% | 113.0% | 31.4% | Small Cap Value Equities | 2010-09-07 | 0.15% | Vanguard | $2.84 | 2022-12-20 | $1.11 | 1.71% | 9.7 | 1.17 | 459 | 7.4% | View | 40% | 20% | 1099 | $74.38 | $89.76 | $76.10 | $78.34 | 38.22 | View | View | View | View | View | View | B+ | A | |||||||||||
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Equity | $1,117,750 | -1.1% | 71,876.0 | $106.85 | 1.05% | 0.6% | -11.8% | -10.5% | 186.8% | 69.7% | Small Cap Value Equities | 2008-02-19 | 0.39% | N/A | $1.10 | 2022-12-19 | $0.37 | 0.96% | 8.3 | 1.31 | 597 | 17.0% | View | 40% | 20% | 1099 | $101.78 | $124.80 | $105.05 | $107.75 | 38.02 | View | View | View | View | View | View | B+ | B | |||||||||||
| VTWV | Vanguard Russell 2000 Value ETF | Equity | $763,021 | -4.1% | 22,221.0 | $116.32 | 1.34% | 0.7% | -11.0% | -15.9% | 96.2% | 22.6% | Small Cap Value Equities | 2010-09-20 | 0.15% | Vanguard | $2.52 | 2022-12-15 | $1.02 | 2.08% | 8.6 | 1.14 | 1371 | 6.7% | View | 40% | 20% | 1099 | $111.23 | $134.26 | $114.26 | $117.36 | 37.59 | View | View | View | View | View | View | A- | A | |||||||||||
| XSVM | Invesco S&P SmallCap Value with Momentum ETF | Equity | $620,643 | -4.1% | 92,779.0 | $43.73 | 0.97% | 1.7% | -11.7% | -18.7% | 164.0% | 65.2% | Small Cap Value Equities | 2005-03-03 | 0.39% | N/A | $0.82 | 2022-12-19 | $0.22 | 1.76% | 6.9 | 1.23 | 116 | 17.4% | View | 40% | 20% | 1099 | $41.29 | $52.15 | $42.85 | $44.20 | 37.27 | View | View | View | View | View | View | A- | C+ | |||||||||||
| ISCV | iShares Morningstar Small Cap Value ETF | Equity | $376,321 | -3.3% | 25,903.0 | $50.05 | 0.93% | 0.6% | -11.3% | -12.7% | 117.3% | 19.9% | Small Cap Value Equities | 2004-06-28 | 0.06% | N/A | $1.10 | 2022-12-13 | $0.33 | 2.05% | 10.7 | 1.24 | 1156 | 4.1% | View | 40% | 20% | 1099 | $47.70 | $58.21 | $49.30 | $50.43 | 37.18 | View | View | View | View | View | View | B- | A+ | |||||||||||
| RZV | Invesco S&P SmallCap 600® Pure Value ETF | Equity | $298,968 | -2.8% | 37,982.0 | $85.57 | 0.59% | 0.0% | -14.5% | -11.1% | 172.1% | 31.1% | Small Cap Value Equities | 2006-03-01 | 0.35% | Charles Schwab | $1.26 | 2022-12-19 | $0.34 | 1.33% | 8.6 | 1.45 | 151 | 16.2% | View | 40% | 20% | 1099 | $81.04 | $104.22 | $84.19 | $86.37 | 34.90 | View | View | View | View | View | View | C+ | B | |||||||||||
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