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 a closer substitute for your current allocation.
Cheapest Alternatives to SVAL
SVAL charges 0.20% annually. There are 5 ETFs in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 0.05% | 67.80B | Jan 2004 | SVAL vs VBR | |
| Vanguard Russell 2000 Value ETF | 0.06% | 1.40B | Sep 2010 | SVAL vs VTWV | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 691.91M | Jun 2004 | SVAL vs ISCV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 2.00B | Sep 2010 | SVAL vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.91B | Sep 2000 | SVAL vs SLYV |
Best Risk-Adjusted Alternatives to SVAL
SVAL has a PortfoliosLab risk / return rank of 92. There are 2 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 93 | 1.71B | Dec 2010 | SVAL vs BSVO | |
| Pacer US Small Cap Cash Cows ETF | 92 | 3.54B | Jun 2017 | SVAL vs CALF | |
| First Trust Small Cap Value AlphaDEX Fund | 92 | 194.55M | Apr 2011 | SVAL vs FYT | |
| iShares Russell 2000 Value ETF | 92 | 14.29B | Jul 2000 | SVAL vs IWN | |
| Cambria Micro And Smallcap Shareholder Yield ETF | 92 | — | Jan 2024 | SVAL vs MYLD |
Top Performing SVAL Alternatives (YTD)
SVAL is at 25.30% YTD. There are 7 ETFs in the Small Cap Value Equities category with higher YTD returns, going as high as 28.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Value AlphaDEX Fund | 28.00% | 194.55M | Apr 2011 | SVAL vs FYT | |
| Harbor SMID Cap Value ETF | 27.25% | 6.09M | May 2025 | SVAL vs EPSV | |
| Towle Value ETF | 26.87% | 181.60M | Jul 2025 | SVAL vs TCV | |
| Invesco S&P SmallCap 600® Pure Value ETF | 25.98% | 295.69M | Mar 2006 | SVAL vs RZV | |
| Invesco S&P SmallCap Value with Momentum ETF | 25.81% | 673.30M | Mar 2005 | SVAL vs XSVM |
Lowest Volatility Alternatives to SVAL
SVAL has 17.03% 1-year volatility. There are 20 ETFs in the Small Cap Value Equities category with lower 1-year volatility, going as low as 11.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 11.84% | 1.13B | Aug 2021 | SVAL vs SMIG | |
| Euclidean Fundamental Value ETF | 14.05% | 136.73M | May 2023 | SVAL vs ECML | |
| Brandes U.S. Small-Mid Cap Value ETF | 14.49% | 161.61M | Oct 2023 | SVAL vs BSMC | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.64% | 1.77B | Oct 2017 | SVAL vs USVM | |
| First Trust Mid Cap Value AlphaDEX Fund | 14.75% | 228.06M | Apr 2011 | SVAL vs FNK |
Lowest Drawdown Alternatives to SVAL
SVAL has a 1-year max drawdown of -8.94%. There are 14 ETFs in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF | -6.02% | 3.54B | Jun 2017 | SVAL vs CALF | |
| Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | SVAL vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.23M | Dec 2023 | SVAL vs SMCF | |
| Avantis US Small Cap Value ETF | -7.95% | 30.19B | Sep 2019 | SVAL vs AVUV | |
| EA Bridgeway Omni Small-Cap Value ETF | -8.31% | 1.71B | Dec 2010 | SVAL vs BSVO |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $869B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 2.11% | 99.95B | May 2020 | SVAL vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 1 | -28.22% | 46.52B | Jan 2024 | SVAL vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 90 | 67.84% | 44.69B | Jul 2001 | SVAL vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 67 | 10.13% | 869.20B | May 2000 | SVAL vs IVV | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 91 | 13.39% | 42.77B | Jun 2014 | SVAL vs DGRO | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 9 | -3.49% | 41.54B | Jul 2002 | SVAL vs TLT | |
| iShares Silver Trust | Silver, Precious Metals | 36 | -18.72% | 28.08B | Apr 2006 | SVAL vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 30 | -6.16% | 59.74B | Jan 2005 | SVAL vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 79 | 18.79% | 80.11B | May 2000 | SVAL vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 71 | 11.28% | 32.49B | Mar 2008 | SVAL vs ACWI |
Often Compared With SVAL
Investors most often compare SVAL with SPYV, IJS, IWO. These 20 comparison targets span 13 categories, 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.
Pair SVAL with funds that move differently
iShares US Small Cap Value Factor ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVAL.
Explore SVAL Diversifiers