The JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) was launched on November 15, 2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.The fund is sponsored by J.P. Morgan. It has amassed assets over $492.87 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendSitting at a market capitalization below $2 billion, small cap ...

The SPDR Portfolio S&P 600 Small Cap ETF (SPSM) was launched on July 8, 2013, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.The fund is sponsored by State Street Investment Management. It has amassed assets over $12.31 billion, making it one of the largest ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendThere's a lot of potential to investing in small cap companies, but w ...

Core Viewpoint - The John Hancock Multifactor Small Cap ETF (JHSC) offers broad exposure to the Small Cap Blend segment of the US equity market, with assets exceeding $564.78 million since its launch on November 8, 2017 [1] Group 1: Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risk [2] - Blend ETFs typically include a mix of growth and value stocks, providing diversified exposure [2] Group 2: Cost Structure - The annual operating expenses for JHSC are 0.42%, which is competitive with most peer products [3] - The ETF has a 12-month trailing dividend yield of 1.07% [3] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 22.8% to the Industrials sector, followed by Financials and Consumer Discretionary [4] - Nextracker Inc Cl A (NXT) constitutes about 0.55% of total assets, with the top 10 holdings making up around 5.11% of total assets under management [5] Group 4: Performance Metrics - JHSC aims to match the performance of the JOHN HANCOCK DIMENSIONAL SMALL CAP INDEX, which includes companies smaller than the 750th largest U.S. company, excluding the smallest 4% [6] - The ETF has experienced a loss of about 0.41% year-to-date and a gain of approximately 6.51% over the past year, with a trading range between $32.47 and $43.65 in the last 52 weeks [7] Group 5: Alternatives - JHSC holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Small Cap Blend market [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $63.04 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.38 billion in assets and an expense ratio of 0.06% [9] Group 6: General Insights - Passively managed ETFs like JHSC are increasingly favored by retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

The Schwab U.S. Small-Cap ETF (SCHA) was launched on November 3, 2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.The fund is sponsored by Charles Schwab. It has amassed assets over $17.74 billion, making it one of the largest ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendWith more potential comes more risk, and small cap companies, with market capitalization below $ ...

Core Viewpoint - The Invesco S&P SmallCap Quality ETF (XSHQ) aims to provide broad exposure to the Small Cap Blend segment of the US equity market, with a focus on high-potential small cap companies, while managing associated risks [1][2]. Group 1: Fund Overview - XSHQ was launched on April 6, 2017, and has accumulated assets exceeding $306.62 million, categorizing it as an average-sized ETF in its segment [1]. - The ETF has an annual operating expense ratio of 0.29%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.25% [3]. Group 2: Sector Exposure and Holdings - The ETF's largest allocation is to the Industrials sector, comprising approximately 25.1% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Sterling Infrastructure Inc (STRL) represents about 2.44% of total assets, with the top 10 holdings accounting for around 20.69% of total assets under management [5]. Group 3: Performance Metrics - XSHQ seeks to replicate the performance of the S&P SmallCap 600 Quality Index, which includes 120 high-quality securities based on return on equity, accruals ratio, and financial leverage ratio [6]. - As of August 8, 2025, the ETF has experienced a year-to-date loss of approximately 1.19% but has gained about 6.69% over the past year, trading between $34.34 and $47.59 in the last 52 weeks [7]. Group 4: Alternatives and Market Position - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Small Cap Blend market segment [8]. - Comparable ETFs include the Vanguard Small-Cap ETF (VB) with $63.09 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.19 billion in assets and an expense ratio of 0.06% [9]. Group 5: Investment Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].

Core Insights - The Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC) is designed to provide broad exposure to the Small Cap Blend segment of the U.S. equity market, launched on June 28, 2017, with assets exceeding $589.97 million [1] Group 1: Small Cap Blend Overview - Small cap companies are defined as those with market capitalizations below $2 billion, typically presenting higher potential but also higher risk compared to larger companies [2] - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2] Group 2: Costs and Performance - GSSC has an annual operating expense ratio of 0.2%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.33% [3] - The ETF has increased by approximately 0.82% year-to-date and has risen about 9.24% over the past year, with a trading range between $55.86 and $76.22 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Financials sector, comprising about 22.4% of the portfolio, followed by Industrials and Healthcare [4] - The top 10 holdings represent approximately 3.57% of total assets, with individual holdings like Sep 25 Cme Eminirus2k (RTYU25) accounting for about 0.55% [5] Group 4: Risk and Alternatives - GSSC aims to match the performance of the Goldman Sachs ActiveBeta U.S. Small Cap Equity Index, with a beta of 1.05 and a standard deviation of 21.23% over the trailing three years, indicating effective diversification with around 1365 holdings [6][7] - Alternatives in the small-cap ETF space include the Vanguard Small-Cap ETF (VB) and the iShares Core S&P Small-Cap ETF (IJR), which have significantly larger asset bases and lower expense ratios [9]

Core Insights - The Vanguard Russell 2000 ETF (VTWO) is a passively managed ETF launched on September 22, 2010, with over $12.82 billion in assets, making it one of the largest in the Small Cap Blend segment of the US equity market [1] Group 1: Small Cap Blend Overview - Small cap companies have market capitalizations below $2 billion and typically present higher potential and risk compared to large and mid-cap companies [2] - Blend ETFs combine both growth and value stocks, showcasing characteristics of both investment styles [2] Group 2: Cost Structure - VTWO has an annual operating expense ratio of 0.07%, positioning it as one of the least expensive ETFs in its category [3] - The ETF offers a 12-month trailing dividend yield of 1.24% [3] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 18.7% of the portfolio, followed by Industrials and Healthcare [4] - Individual holdings include Slbbh1142 at 1.78% of total assets, with Credo Technology Group Holding Ltd (CRDO) and Fabrinet (FN) also notable [5] Group 4: Performance Metrics - VTWO aims to match the performance of the Russell 2000 Index, with a year-to-date return of approximately 0.52% and a one-year return of about 10.63% as of August 6, 2025 [6] - The ETF has traded between $70.56 and $98.06 over the past 52 weeks [6] Group 5: Risk Assessment - VTWO has a beta of 1.11 and a standard deviation of 22.18% over the trailing three-year period, categorizing it as a medium-risk investment [7] - The ETF holds around 2004 assets, effectively diversifying company-specific risk [7] Group 6: Alternatives - VTWO holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns, low expense ratios, and positive momentum [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $64.50 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.56 billion in assets and an expense ratio of 0.06% [9][10] Group 7: Market Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11]

Core Insights - The Global X Russell 2000 ETF (RSSL) is a passively managed ETF launched on June 4, 2024, with assets exceeding $1.33 billion, targeting the Small Cap Blend segment of the US equity market [1] Group 1: Small Cap Blend Overview - Small cap companies, defined as those with market capitalizations below $2 billion, present higher potential and risk [2] - Blend ETFs typically include a mix of growth and value stocks, as well as stocks that exhibit both characteristics [2] Group 2: Cost Structure - The annual operating expense ratio for RSSL is 0.08%, positioning it as one of the more cost-effective options in the market [3] - The ETF has a 12-month trailing dividend yield of 1.47% [3] Group 3: Sector Exposure and Holdings - The ETF has the largest allocation in the Financials sector, comprising approximately 18.8% of the portfolio, followed by Industrials and Healthcare [4] - Cash represents about 0.66% of total assets, with Credo Technology (CRDO) and Ionq Inc (IONQ) being notable individual holdings [5] - The top 10 holdings account for around 4.1% of total assets under management [5] Group 4: Performance Metrics - RSSL aims to replicate the performance of the Russell 2000 RIC Capped Index, which tracks the small-cap sector of the US equity market [6] - The ETF has recorded a gain of approximately 0.73% year-to-date and is up about 0.59% over the past year as of July 31, 2025 [6] - In the last 52 weeks, RSSL has traded between $68.51 and $95.64, with around 1990 holdings providing effective diversification [6] Group 5: Alternatives - RSSL holds a Zacks ETF Rank of 3 (Hold), indicating a reasonable option for investors seeking exposure to the Small Cap Blend market segment [7] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $64.81 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.76 billion in assets and an expense ratio of 0.06% [8] Group 6: Investment Appeal - Passively managed ETFs like RSSL are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [9]

Core Insights - The iShares U.S. Small-Cap Equity Factor ETF (SMLF) is a passively managed ETF launched on April 28, 2015, with assets exceeding $1.94 billion, targeting the Small Cap Blend segment of the US equity market [1][2] Fund Characteristics - Small cap companies are defined as those with market capitalizations below $2 billion, typically presenting higher potential and risk compared to larger companies [2] - SMLF has an annual operating expense ratio of 0.15%, making it one of the more cost-effective options in its category, with a 12-month trailing dividend yield of 1.34% [3] Sector Allocation and Holdings - The ETF has a significant allocation to the Industrials sector, comprising approximately 19% of the portfolio, followed by Financials and Information Technology [4] - Key individual holdings include Emcor Group Inc (EME) at about 1.04% of total assets, along with Carvana Class A (CVNA) and Jabil Inc (JBL) [5] Performance Metrics - SMLF aims to replicate the performance of the MSCI USA Small Cap Diversified Multiple-Factor Index, achieving a return of roughly 4.17% year-to-date and an increase of about 8.77% over the past year as of July 31, 2025 [6] - The ETF has a beta of 1.07 and a standard deviation of 20.88% over the trailing three-year period, indicating a higher risk profile [7] Alternatives in the Market - The ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Small Cap Blend market segment [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $64.81 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.76 billion in assets and an expense ratio of 0.06% [9] Investment Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) , a passively managed exchange traded fund launched on September 7, 2016.The fund is sponsored by Blackrock. It has amassed assets over $326.28 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendThere's a lot of potential to investing in small cap co ...