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The Best Small Cap Value Equities ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 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.

Number of ETFs
37
Avg. Expense Ratio
0.43%
Avg. Dividend Yield
1.66%
Avg. 1 Year Return
33.75%
Median Risk/Return Score
75 / 100
The Best Small Cap Value Equities ETFs

37 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
American Century Small Cap Value Insights ETFSmall Cap Value EquitiesOct 14, 20250.49%
19.48%
0.83%
Avantis US Small Cap Equity ETFSmall Cap Value EquitiesJan 11, 20220.25%
21.80%
1.19%
84
Avantis US Small Cap Value ETFSmall Cap Value EquitiesSep 24, 20190.25%
22.73%
1.61%
84
Brandes U.S. Small-Mid Cap Value ETFSmall Cap Value EquitiesOct 3, 20230.70%
12.58%
0.92%
62
EA Bridgeway Omni Small-Cap Value ETFSmall Cap Value EquitiesDec 31, 20100.47%
24.28%
1.22%
87
Roundhill Acquirers Deep Value ETFSmall Cap Value EquitiesSep 23, 20140.80%
18.26%
8.84%
1.44%
53
Dimensional U.S. Targeted Value ETFSmall Cap Value EquitiesJun 14, 20210.28%
17.26%
1.40%
71
Dimensional US Small Cap Value ETFSmall Cap Value EquitiesFeb 23, 20220.31%
18.95%
1.38%
76
WisdomTree U.S. SmallCap Quality Dividend Growth F...Small Cap Value Equities, DividendJul 25, 20130.38%
18.59%
10.11%
2.14%
57
Distillate Small/Mid Cash Flow ETFSmall Cap Value EquitiesOct 5, 20220.55%
15.26%
1.10%
54
Harbor AlphaEdge Small Cap Earners ETFSmall Cap Value EquitiesJul 9, 20240.29%
17.44%
1.70%
64
EA Series Trust - Euclidean Fundamental Value ETFSmall Cap Value EquitiesMay 17, 20230.95%
17.26%
1.17%
75
Harbor SMID Cap Value ETFSmall Cap Value EquitiesMay 1, 20250.88%
28.10%
2.25%
87
First Trust Mid Cap Value AlphaDEX FundSmall Cap Value EquitiesApr 19, 20110.70%
10.89%
9.96%
1.51%
48
First Trust Small Cap Value AlphaDEX FundSmall Cap Value EquitiesApr 18, 20110.72%
21.84%
10.88%
1.06%
77
iShares S&P SmallCap 600 Value ETFSmall Cap Value EquitiesJul 24, 20000.25%
19.33%
10.54%
1.25%
79
iShares Morningstar Small Cap Value ETFSmall Cap Value EquitiesJun 28, 20040.06%
13.25%
9.00%
1.83%
67
iShares International Developed Small Cap Value Fa...Small Cap Value EquitiesMar 23, 20210.30%
10.51%
2.43%
63
iShares Russell 2000 Value ETFSmall Cap Value EquitiesJul 24, 20000.24%
20.82%
10.58%
1.42%
85
Jpmorgan Active Small Cap Value ETFSmall Cap Value EquitiesMar 7, 20230.74%
14.90%
1.23%
44

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Best Small Cap Value Equities ETFs by Risk/Return Score

The top Small Cap Value Equities ETFs by PortfoliosLab Risk/Return Score are EPSV (87) and BSVO (87). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Harbor SMID Cap Value ETF
87
5.94MMay 2025
EA Bridgeway Omni Small-Cap Value ETF
87
1.71BDec 2010
iShares Russell 2000 Value ETF
85
13.69BJul 2000
Vanguard Russell 2000 Value ETF
84
1.20BSep 2010
Avantis US Small Cap Equity ETF
84
2.67BJan 2022

Best-Performing Small Cap Value Equities ETFs Over 5 Years

The top Small Cap Value Equities ETFs is AVUV (11.57%). Across the lineup, Small Cap Value Equities ETFs show an average 1-year return of 33.75% and an average 5-year return of 7.76%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Small Cap Value Equities ETFs

The top Small Cap Value Equities ETFs is VBR (0.05%). With an average expense ratio of 0.43%, Small Cap Value Equities ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Vanguard Small-Cap Value ETF0.05%64.90BJan 2004
iShares Morningstar Small Cap Value ETF0.06%655.18MJun 2004
Vanguard Russell 2000 Value ETF0.10%1.20BSep 2010
Vanguard S&P Small-Cap 600 Value ETF0.10%1.80BSep 2010
SPDR S&P 600 Small Cap Value ETF0.15%4.71BSep 2000

Highest-Yield Small Cap Value Equities ETFs

The top Small Cap Value Equities ETFs is SCAP (6.76%). Across the lineup, Small Cap Value Equities ETFs show an average dividend yield of 1.66%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

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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