Strategy

Small Cap ETFs

Plain small-cap indexes carry a large slice of unprofitable companies. Quality-screened versions have historically delivered most of the size premium with less drawdown.

Sort4 funds

IWM

iShares Russell 2000 ETF

iShares

The headline US small-cap benchmark and the most traded small-cap vehicle.

Fee: 0.19%
AUM: $68.4B
Yield: 1.2%

1Y: +11.6%
5Y ann.: +9.4%
10Y ann.: —
All-time: —

Vanguard Small-Cap ETF

Vanguard

Broader and cheaper than IWM, with a mid-cap tilt that has helped returns.

Fee: 0.05%
AUM: $62.1B
Yield: 1.4%

1Y: +12.9%
5Y ann.: +11.8%
10Y ann.: —
All-time: —

AVUV

Avantis U.S. Small Cap Value ETF

Avantis

Profitability-screened small value, the most academically faithful build.

Fee: 0.25%
AUM: $17.4B
Yield: 1.6%

1Y: +10.1%
5Y ann.: +16.8%
10Y ann.: —
All-time: —

XSMO

Invesco S&P SmallCap Momentum ETF

Invesco

Small caps with the strongest price momentum, drawn from the profitable S&P 600.

Fee: 0.39%
AUM: $1.4B
Yield: 0.8%

1Y: +14.8%
5Y ann.: +14.2%
10Y ann.: —
All-time: —