iShares US Small Cap Value Factor ETF (SVAL) Alternatives
iShares US Small Cap Value Factor ETF (SVAL) belongs to the Small Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SVAL. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SVAL
SVAL charges 0.20% annually. Among ETFs in the Small Cap Value Equities category, these options have the lowest expense ratios among SVAL alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small Cap Value ETF | 0.06% | Jun 28, 2004 | SVAL vs ISCV | |
| Vanguard Small-Cap Value ETF | 0.07% | Jan 26, 2004 | SVAL vs VBR | |
| Vanguard Russell 2000 Value ETF | 0.10% | Sep 20, 2010 | SVAL vs VTWV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | Sep 7, 2010 | SVAL vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | Sep 29, 2000 | SVAL vs SLYV |
Best Risk-Adjusted Alternatives to SVAL
Among ETFs in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares International Developed Small Cap Value Fa... | 90 | Mar 23, 2021 | SVAL vs ISVL | |
| Avantis US Small Cap Equity ETF | 77 | Jan 11, 2022 | SVAL vs AVSC | |
| EA Bridgeway Omni Small-Cap Value ETF | 76 | Dec 31, 2010 | SVAL vs BSVO | |
| iShares Russell 2000 Value ETF | 75 | Jul 24, 2000 | SVAL vs IWN | |
| Vanguard Russell 2000 Value ETF | 75 | Sep 20, 2010 | SVAL vs VTWV |
Top Performing SVAL Alternatives (YTD)
SVAL alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| First Trust Small Cap Value AlphaDEX Fund | 9.36% | Apr 18, 2011 | SVAL vs FYT | |
| EA Bridgeway Omni Small-Cap Value ETF | 8.88% | Dec 31, 2010 | SVAL vs BSVO | |
| EA Series Trust - Euclidean Fundamental Value ETF | 8.76% | May 17, 2023 | SVAL vs ECML | |
| Avantis US Small Cap Value ETF | 8.60% | Sep 24, 2019 | SVAL vs AVUV | |
| WisdomTree U.S. SmallCap Quality Dividend Growth F... | 7.11% | Jul 25, 2013 | SVAL vs DGRS |
Lowest Volatility Alternatives to SVAL
SVAL alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 15.98% | Aug 25, 2021 | SVAL vs SMIG | |
| iShares International Developed Small Cap Value Fa... | 17.65% | Mar 23, 2021 | SVAL vs ISVL | |
| EA Series Trust - Euclidean Fundamental Value ETF | 19.29% | May 17, 2023 | SVAL vs ECML | |
| Brandes U.S. Small-Mid Cap Value ETF | 19.31% | Oct 3, 2023 | SVAL vs BSMC | |
| Jpmorgan Active Small Cap Value ETF | 19.61% | Mar 7, 2023 | SVAL vs JPSV |
Lowest Drawdown Alternatives to SVAL
SVAL alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | -11.92% | Aug 25, 2021 | SVAL vs SMIG | |
| Invesco Russell 2000 Dynamic Multifactor ETF | -12.23% | Nov 8, 2017 | SVAL vs OMFS | |
| iShares International Developed Small Cap Value Fa... | -12.48% | Mar 23, 2021 | SVAL vs ISVL | |
| Jpmorgan Active Small Cap Value ETF | -12.58% | Mar 7, 2023 | SVAL vs JPSV | |
| Brandes U.S. Small-Mid Cap Value ETF | -12.60% | Oct 3, 2023 | SVAL vs BSMC |
Other ETFs from iShares
Most popular iShares ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | SVAL vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 6 | -22.62% | Jan 5, 2024 | SVAL vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | SVAL vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 12 | 0.17% | Jul 22, 2002 | SVAL vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | SVAL vs DGRO | |
| iShares Silver Trust | Precious Metals | 89 | 5.77% | Apr 21, 2006 | SVAL vs SLV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 92 | 9.20% | Jul 10, 2001 | SVAL vs SOXX | |
| iShares Gold Trust | Gold, Precious Metals | 87 | 8.61% | Jan 21, 2005 | SVAL vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | SVAL vs IWM | |
| iShares MSCI ACWI ETF | Large Cap Growth Equities | 75 | -2.21% | Mar 26, 2008 | SVAL vs ACWI |
Often Compared With SVAL
What investors most often compare with SVAL, based on PortfoliosLab usage data.
Compare SVAL with Any Fund or Stock
Compare SVAL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.