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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
38
Avg. Expense Ratio
0.45%
Avg. Dividend Yield
1.67%
Avg. 1 Year Return
30.70%
Median Risk/Return Score
76 / 100
The Best Small Cap Value Equities ETFs

38 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Cambria Micro And Smallcap Shareholder Yield ETFSmall Cap Value EquitiesJan 3, 20240.59%
25.50%
2.10%
86
Invesco Russell 2000 Dynamic Multifactor ETFSmall Cap Value EquitiesNov 8, 20170.39%
20.25%
1.08%
73
Invesco S&P MidCap 400® Pure Value ETFSmall Cap Value EquitiesMar 1, 20060.35%
17.14%
12.55%
1.63%
39
Invesco S&P SmallCap 600 Revenue ETFSmall Cap Value EquitiesFeb 22, 20080.39%
25.54%
13.39%
1.00%
76
Invesco S&P SmallCap 600® Pure Value ETFSmall Cap Value EquitiesMar 1, 20060.35%
28.92%
10.94%
1.37%
79
Infracap Small Cap Income ETFSmall Cap Value EquitiesDec 11, 20230.80%
9.37%
7.17%
38
SPDR S&P 600 Small Cap Value ETFSmall Cap Value EquitiesSep 25, 20000.15%
21.24%
10.26%
1.81%
79
Themes US Small Cap Cash Flow Champions ETFSmall Cap Value EquitiesDec 12, 20230.29%
21.82%
3.21%
82
Bahl & Gaynor Small/Mid Cap Income Growth ETFSmall Cap Value EquitiesAug 25, 20210.60%
17.17%
1.65%
45
Royce Quant Small-Cap Quality Value ETFSmall Cap Value EquitiesJul 12, 20170.60%
23.61%
0.95%
75
iShares US Small Cap Value Factor ETFSmall Cap Value EquitiesOct 27, 20200.20%
24.38%
2.05%
82
Towle Value ETFSmall Cap Value Equities, Actively ManagedJul 16, 20250.85%
28.42%
0.56%
64
Thrivent Small Cap Value ETFSmall Cap Value EquitiesMar 31, 20220.60%
21.15%
0.23%
VictoryShares US Small Mid Cap Value Momentum ETFMomentum, Small Cap Value EquitiesOct 24, 20170.29%
21.91%
1.81%
88
Vanguard Small-Cap Value ETFSmall Cap Value EquitiesJan 26, 20040.05%
16.45%
10.66%
1.77%
64
Vanguard S&P Small-Cap 600 Value ETFSmall Cap Value EquitiesSep 7, 20100.10%
21.27%
10.31%
1.67%
79
Vanguard Russell 2000 Value ETFSmall Cap Value EquitiesSep 20, 20100.06%
23.60%
10.43%
1.60%
85
Invesco S&P SmallCap Value with Momentum ETFMomentum, Small Cap Value EquitiesMar 3, 20050.37%
25.89%
13.21%
1.75%
79

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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 USVM (88) and FYT (87). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Small Cap Value Equities ETFs Over 5 Years

The top Small Cap Value Equities ETFs is AVUV (13.85%). Across the lineup, Small Cap Value Equities ETFs show an average 1-year return of 30.70% and an average 5-year return of 10.02%, 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 0.45%, 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%65.50BJan 2004
Vanguard Russell 2000 Value ETF0.06%1.30BSep 2010
iShares Morningstar Small Cap Value ETF0.06%681.63MJun 2004
Vanguard S&P Small-Cap 600 Value ETF0.10%1.90BSep 2010
SPDR S&P 600 Small Cap Value ETF0.15%4.83BSep 2000

Highest-Yield Small Cap Value Equities ETFs

The top Small Cap Value Equities ETFs is SCAP (7.17%). Across the lineup, Small Cap Value Equities ETFs show an average dividend yield of 1.67%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Top ETFs Categories


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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