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
- 1.69%
- Avg. 1 Year Return
- 31.86%
- Median Risk/Return Score
- 64 / 100
The Best Small Cap Value Equities ETFs
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dimensional Global Targeted Value UCITS ETF USD Ac... | Small Cap Value Equities | Nov 12, 2025 | 0.44% | 9.50% | — | 0.00% | — | ||||||||
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | Small Cap Value Equities | Feb 18, 2015 | 0.30% | 14.58% | 11.63% | 0.00% | 74 |
Best Small Cap Value Equities ETFs by Risk/Return Score
The top Small Cap Value Equities ETFs by PortfoliosLab Risk/Return Score are EPSV (84) and BSVO (78).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Harbor SMID Cap Value ETF | 84 | 5.22M | May 2025 | |
| EA Bridgeway Omni Small-Cap Value ETF | 78 | 1.71B | Dec 2010 | |
| iShares Russell 2000 Value ETF | 75 | 14.00B | Jul 2000 | |
| Vanguard Russell 2000 Value ETF | 74 | 1.20B | Sep 2010 | |
| Themes US Small Cap Cash Flow Champions ETF | 74 | 3.00M | Dec 2023 |
Best-Performing Small Cap Value Equities ETFs Over 5 Years
The top Small Cap Value Equities ETFs is AVUV (10.66%).
Across the lineup, Small Cap Value Equities ETFs show an average 1-year return of 31.86% and an average 5-year return of 7.02%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 10.66% | 26.41B | Sep 2019 | |
| iShares International Developed Small Cap Value Fa... | 9.96% | 326.09M | Mar 2021 | |
| Invesco S&P MidCap 400® Pure Value ETF | 9.68% | 316.90M | Mar 2006 | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 9.67% | 1.62B | Oct 2017 | |
| Invesco S&P SmallCap 600® Pure Value ETF | 8.80% | 265.25M | Mar 2006 |
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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 0.05% | 64.90B | Jan 2004 | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 658.80M | Jun 2004 | |
| Vanguard Russell 2000 Value ETF | 0.10% | 1.20B | Sep 2010 | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 1.80B | Sep 2010 | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.72B | Sep 2000 |
Highest-Yield Small Cap Value Equities ETFs
The top Small Cap Value Equities ETFs is SCAP (7.08%).
Across the lineup, Small Cap Value Equities ETFs show an average dividend yield of 1.69%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Infracap Small Cap Income ETF | 7.08% | 20.38M | Dec 2023 | |
| Themes US Small Cap Cash Flow Champions ETF | 3.43% | 3.00M | Dec 2023 | |
| iShares International Developed Small Cap Value Fa... | 2.49% | 326.09M | Mar 2021 | |
| Harbor SMID Cap Value ETF | 2.32% | 5.22M | May 2025 | |
| iShares US Small Cap Value Factor ETF | 2.26% | 187.41M | Oct 2020 |
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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.
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5 Years