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 90 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
FDM
First Trust Dow Jones Select MicroCap Index FundSmall Cap Blend EquitiesSep 27, 20050.60%
-1.70%
8.33%
1.64%
Fidelity Enhanced Small Cap ETFSmall Cap Blend EquitiesDec 20, 20070.28%
0.95%
0.31%
Schwab Fundamental US Small Co. Index ETFSmall Cap Blend EquitiesAug 15, 20130.25%
-0.95%
8.39%
1.42%
First Trust Small Cap Core AlphaDEX FundSmall Cap Blend EquitiesMay 8, 20070.63%
-2.00%
7.70%
1.14%
First Trust Horizon Managed Volatility Small/Mid E...Small Cap Blend Equities, Actively ManagedApr 6, 20200.80%
2.61%
1.26%
iShares Morningstar Small-Cap ETFSmall Cap Blend EquitiesJun 28, 20040.04%
-0.62%
6.63%
1.43%
Inspire Small/Mid Cap Impact ETFSmall Cap Blend EquitiesFeb 28, 20170.57%
-1.33%
1.23%
iShares S&P SmallCap 600 UCITS ETFSmall Cap Blend EquitiesMay 9, 20080.40%
-1.76%
10.22%
0.00%
Vanguard S&P Mid-Cap 400 Value ETFSmall Cap Blend EquitiesSep 7, 20100.15%
-0.96%
8.60%
1.54%
iShares Microcap ETFSmall Cap Blend EquitiesAug 12, 20050.60%
-2.49%
5.73%
1.19%
iShares Russell 2000 Value ETFSmall Cap Blend EquitiesJul 24, 20000.24%
-1.95%
6.50%
2.00%
ARK Israel Innovative Technology ETFSmall Cap Blend EquitiesDec 5, 20170.49%
-1.23%
0.00%
iShares Morningstar Small-Cap ETFSmall Cap Blend EquitiesJun 28, 20040.25%
-2.49%
-7.82%
1.45%
JPMorgan BetaBuilders US Small Cap Equity UCITS ET...Small Cap Blend EquitiesAug 16, 20220.14%
3.50%
0.00%
ETFMG Alternative Harvest ETFSmall Cap Blend Equities, CannabisDec 2, 20150.75%
21.90%
4.42%
AdvisorShares Pure US Cannabis ETFSmall Cap Blend Equities, Actively Managed, CannabisSep 1, 20200.74%
24.68%
0.00%
Amundi S&P SmallCap 600 ESG UCITS ETF DistSmall Cap Blend EquitiesJan 20, 20230.35%
-1.06%
0.00%
Nuveen Small Cap Select ETFSmall Cap Blend Equities, Actively ManagedAug 4, 20210.85%
4.49%
0.12%
Invesco Russell 1000 Dynamic Multifactor ETFSmall Cap Blend EquitiesNov 8, 20170.29%
2.64%
1.40%
OShares U.S. Small-Cap Quality Dividend ETFSmall Cap Blend Equities, DividendDec 30, 20160.48%
4.23%
1.45%

21–40 of 90

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...