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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 17 Small Cap Value Equities ETFs.

Small Cap Value Equities ETFs invest in undervalued small-cap companies, offering investors exposure to stocks with lower market capitalizations and attractive valuations. These ETFs provide the potential for capital appreciation as the market recognizes the true value of these companies while also diversifying an investment portfolio. However, they may carry higher risks compared to large-cap investments.

Click on any item in the list to see complete information, including risk and performance analysis.


Category: Small Cap Value Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AVUV
Avantis U.S. Small Cap Value ETFSmall Cap Value Equities, Actively ManagedSep 24, 20190.25%
0.83%
1.63%
Roundhill Acquirers Deep Value ETFSmall Cap Value EquitiesSep 23, 20140.80%
-4.97%
1.72%
First Trust Mid Cap Value AlphaDEX FundSmall Cap Value EquitiesApr 19, 20110.70%
1.91%
7.27%
1.66%
First Trust Small Cap Value AlphaDEX FundSmall Cap Value EquitiesApr 18, 20110.72%
-3.72%
6.49%
1.54%
iShares S&P MidCap 400 Value ETFSmall Cap Value EquitiesJul 24, 20000.25%
-0.96%
8.53%
1.63%
iShares S&P SmallCap 600 Value ETFSmall Cap Value EquitiesJul 24, 20000.25%
-4.86%
7.48%
1.54%
iShares Morningstar Small Cap Value ETFSmall Cap Value EquitiesJun 28, 20040.06%
-1.40%
6.10%
2.18%
iShares International Developed Small Cap Value Fa...Small Cap Value EquitiesMar 23, 20210.30%
1.65%
3.76%
Invesco Russell 2000 Dynamic Multifactor ETFSmall Cap Value EquitiesNov 8, 20170.39%
-6.82%
1.53%
Invesco S&P MidCap 400® Pure Value ETFSmall Cap Value EquitiesMar 1, 20060.35%
-3.04%
10.04%
1.28%
Invesco S&P SmallCap 600 Revenue ETFSmall Cap Value EquitiesFeb 22, 20080.39%
-1.91%
9.84%
1.30%
Invesco S&P SmallCap 600® Pure Value ETFSmall Cap Value EquitiesMar 1, 20060.35%
-4.92%
6.28%
1.20%
SPDR S&P 600 Small Cap Value ETFSmall Cap Value EquitiesSep 29, 20000.15%
-4.85%
7.61%
2.29%
iShares US Small Cap Value Factor ETFSmall Cap Value EquitiesOct 27, 20200.20%
-3.89%
2.31%
Invesco S&P MidCap Value with Momentum ETFSmall Cap Value EquitiesMar 3, 20050.39%
2.87%
9.41%
1.45%
Invesco S&P SmallCap Value with Momentum ETFSmall Cap Value EquitiesMar 3, 20050.39%
2.00%
10.40%
1.47%
SPDR MSCI USA Small Cap Value Weighted UCITS ETFSmall Cap Value EquitiesFeb 18, 20150.30%
0.03%
0.00%

1–17 of 17

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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