PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 84 Small Cap Blend Equities ETFs.

Small-cap blend equities ETFs are exchange-traded funds that invest in a diversified portfolio of small capitalization (market value of the company is relatively small, typically between $300 million and $2 billion) companies that exhibit a mix of growth and value characteristics. These ETFs provide exposure to a broad range of small-cap companies and can be used to gain diversified exposure to the small-cap segment of the stock market. They are generally considered riskier than large-cap ETFs but also have the potential for higher returns.

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


Category: Small Cap Blend Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AFMC
First Trust Active Factor Mid Cap ETFSmall Cap Blend Equities, Actively ManagedDec 3, 20190.65%
5.15%
0.90%
First Trust Active Factor Small Cap ETFSmall Cap Blend Equities, Actively ManagedDec 3, 20190.77%
-0.42%
0.88%
Global X Alternative Income ETFSmall Cap Blend EquitiesJul 14, 20150.50%
-0.33%
7.46%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFSmall Cap Blend EquitiesNov 16, 20200.09%
-6.15%
1.76%
Pacer US Small Cap Cash Cows 100 ETFSmall Cap Blend EquitiesJun 16, 20170.59%
-5.11%
1.14%
Amplify Seymour Cannabis ETFSmall Cap Blend Equities, Actively Managed, CannabisJul 23, 20190.75%
24.36%
0.00%
VictoryShares US Small Cap Volatility Wtd ETFSmall Cap Blend EquitiesJul 8, 20150.35%
-3.41%
1.27%
VictoryShares US Small Cap High Dividend Volatilit...Small Cap Blend Equities, DividendJul 8, 20150.35%
-6.00%
3.79%
VictoryShares US Discovery Enhanced Volatility Wtd...Small Cap Blend EquitiesAug 1, 20140.35%
-2.49%
3.09%
IQ Chaikin U.S. Small Cap ETFSmall Cap Blend EquitiesMay 16, 20170.35%
-4.41%
1.43%
CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCIT...Small Cap Blend EquitiesJun 29, 20200.20%
0.44%
0.00%
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF ...Small Cap Blend EquitiesJul 1, 20090.43%
-1.54%
11.05%
0.00%
WisdomTree U.S. SmallCap Dividend FundSmall Cap Blend Equities, DividendJun 16, 20060.38%
-5.29%
6.02%
2.76%
Dimensional U.S. Small Cap ETFSmall Cap Blend Equities, Actively ManagedJun 14, 20210.34%
-3.53%
1.02%
WisdomTree US Smallcap Quality Dividend Growth Fun...Small Cap Blend Equities, DividendJul 25, 20130.38%
-2.10%
7.71%
2.33%
WisdomTree US MidCap Dividend ETFSmall Cap Blend Equities, DividendJun 16, 20060.38%
0.33%
8.73%
2.49%
WisdomTree U.S. SmallCap FundSmall Cap Blend EquitiesFeb 23, 20070.38%
-7.44%
7.03%
1.34%
ERShares NextGen Entrepreneurs ETFSmall Cap Blend EquitiesDec 28, 20180.75%
Invesco S&P MidCap 400® Equal Weight ETFSmall Cap Blend EquitiesDec 8, 20100.40%
WisdomTree U.S. MidCap FundSmall Cap Blend EquitiesFeb 23, 20070.38%
-1.09%
8.40%
1.36%

1–20 of 84

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

Loading data...