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

The Best Small Cap Value Equities ETFs

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.


Year-to-Date Return

< 0.0%
> 10.0%

10-Year Annualized Return

< 0.0%
> 10.0%

Sharpe Ratio

< 0.0
> 0.1

Omega ratio

< 0.0
> 0.1

Sortino ratio

< 0.0
> 0.1

Calmar ratio

< 0.0
> 0.1

Ulcer Index

< 0.0%
> 10.0%

10Y Volatility

< 0.0%
> 10.0%

Maximum Drawdown

< 0.0%
> 10.0%

Dividend Yield

< 0.0%
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AVUVAvantis U.S. Small Cap Value ETFSmall Cap Value Equities, Actively ManagedSep 24, 20190.25%12.8%N/A1.8%-49.4%0.2
DEEPRoundhill Acquirers Deep Value ETFSmall Cap Value EquitiesSep 23, 20140.80%12.6%N/A1.5%-51.9%0.3
FNKFirst Trust Mid Cap Value AlphaDEX FundSmall Cap Value EquitiesApr 19, 20110.70%11.7%6.8%1.7%-50.7%0.3
FYTFirst Trust Small Cap Value AlphaDEX FundSmall Cap Value EquitiesApr 18, 20110.72%12.5%6.2%1.6%-50.5%0.3
IJJiShares S&P MidCap 400 Value ETFSmall Cap Value EquitiesJul 24, 20000.25%7.4%8.6%1.8%-58.0%0.1
IJSiShares S&P SmallCap 600 Value ETFSmall Cap Value EquitiesJul 24, 20000.25%4.5%7.3%1.6%-60.1%-0.1
ISCViShares Morningstar Small Cap Value ETFSmall Cap Value EquitiesJun 28, 20040.06%7.5%6.0%2.3%-80.6%0.0
ISVLiShares International Developed Small Cap Value Factor ETFSmall Cap Value EquitiesMar 23, 20210.30%10.9%N/A3.4%-30.5%0.8
OMFSInvesco Russell 2000 Dynamic Multifactor ETFSmall Cap Value EquitiesNov 8, 20170.39%6.1%N/A1.6%-42.5%0.1
RFVInvesco S&P MidCap 400® Pure Value ETFSmall Cap Value EquitiesMar 1, 20060.35%19.1%9.8%1.5%-71.8%0.5
RWJInvesco S&P SmallCap 600 Revenue ETFSmall Cap Value EquitiesFeb 22, 20080.39%7.4%11.4%2.8%-55.6%0.0
RZVInvesco S&P SmallCap 600® Pure Value ETFSmall Cap Value EquitiesMar 1, 20060.35%11.0%6.0%1.3%-77.1%0.2
SLYVSPDR S&P 600 Small Cap Value ETFSmall Cap Value EquitiesSep 29, 20000.15%4.5%7.4%1.9%-61.3%-0.1
SVALiShares US Small Cap Value Factor ETFSmall Cap Value EquitiesOct 27, 20200.20%2.7%N/A2.1%-25.3%-0.2
XMVMInvesco S&P MidCap Value with Momentum ETFSmall Cap Value EquitiesMar 3, 20050.39%8.9%9.2%1.6%-62.8%0.1
XSVMInvesco S&P SmallCap Value with Momentum ETFSmall Cap Value EquitiesMar 3, 20050.39%11.7%9.8%1.4%-62.6%0.1
ZPRV.DESPDR MSCI USA Small Cap Value Weighted UCITS ETFSmall Cap Value EquitiesFeb 18, 20150.30%8.4%N/A0.0%-46.0%0.2

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

Loading data...

0 comments