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.

Asset Class

Category

Issuer

Currency

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%

Symbol	Full name	Category	Inception	Expense Ratio	YTD Ret.	10Y Ann. Ret.	Div. Yield	Max. Drawdown	Sharpe Ratio
AVUV	Avantis U.S. Small Cap Value ETF	Small Cap Value Equities, Actively Managed	Sep 24, 2019	0.25%	12.8%	N/A	1.8%	-49.4%	0.2
DEEP	Roundhill Acquirers Deep Value ETF	Small Cap Value Equities	Sep 23, 2014	0.80%	12.6%	N/A	1.5%	-51.9%	0.3
FNK	First Trust Mid Cap Value AlphaDEX Fund	Small Cap Value Equities	Apr 19, 2011	0.70%	11.7%	6.8%	1.7%	-50.7%	0.3
FYT	First Trust Small Cap Value AlphaDEX Fund	Small Cap Value Equities	Apr 18, 2011	0.72%	12.5%	6.2%	1.6%	-50.5%	0.3
IJJ	iShares S&P MidCap 400 Value ETF	Small Cap Value Equities	Jul 24, 2000	0.25%	7.4%	8.6%	1.8%	-58.0%	0.1
IJS	iShares S&P SmallCap 600 Value ETF	Small Cap Value Equities	Jul 24, 2000	0.25%	4.5%	7.3%	1.6%	-60.1%	-0.1
ISCV	iShares Morningstar Small Cap Value ETF	Small Cap Value Equities	Jun 28, 2004	0.06%	7.5%	6.0%	2.3%	-80.6%	0.0
ISVL	iShares International Developed Small Cap Value Factor ETF	Small Cap Value Equities	Mar 23, 2021	0.30%	10.9%	N/A	3.4%	-30.5%	0.8
OMFS	Invesco Russell 2000 Dynamic Multifactor ETF	Small Cap Value Equities	Nov 8, 2017	0.39%	6.1%	N/A	1.6%	-42.5%	0.1
RFV	Invesco S&P MidCap 400® Pure Value ETF	Small Cap Value Equities	Mar 1, 2006	0.35%	19.1%	9.8%	1.5%	-71.8%	0.5
RWJ	Invesco S&P SmallCap 600 Revenue ETF	Small Cap Value Equities	Feb 22, 2008	0.39%	7.4%	11.4%	2.8%	-55.6%	0.0
RZV	Invesco S&P SmallCap 600® Pure Value ETF	Small Cap Value Equities	Mar 1, 2006	0.35%	11.0%	6.0%	1.3%	-77.1%	0.2
SLYV	SPDR S&P 600 Small Cap Value ETF	Small Cap Value Equities	Sep 29, 2000	0.15%	4.5%	7.4%	1.9%	-61.3%	-0.1
SVAL	iShares US Small Cap Value Factor ETF	Small Cap Value Equities	Oct 27, 2020	0.20%	2.7%	N/A	2.1%	-25.3%	-0.2
XMVM	Invesco S&P MidCap Value with Momentum ETF	Small Cap Value Equities	Mar 3, 2005	0.39%	8.9%	9.2%	1.6%	-62.8%	0.1
XSVM	Invesco S&P SmallCap Value with Momentum ETF	Small Cap Value Equities	Mar 3, 2005	0.39%	11.7%	9.8%	1.4%	-62.6%	0.1
ZPRV.DE	SPDR MSCI USA Small Cap Value Weighted UCITS ETF	Small Cap Value Equities	Feb 18, 2015	0.30%	8.4%	N/A	0.0%	-46.0%	0.2

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.

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Time Period

The Best Small Cap Value Equities ETFs

Risk vs. Return Scatterplot

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