Core Insights - The iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) is a passively managed ETF launched on September 7, 2016, with assets over $326.28 million, targeting the Small Cap Blend segment of the US equity market [1][2] Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risk [2] Costs - The ETF has an annual operating expense ratio of 0.2%, which is competitive within its peer group, and a 12-month trailing dividend yield of 2.13% [3] Sector Exposure and Holdings - The ETF's largest sector allocation is to Healthcare at approximately 16.2%, followed by Industrials and Financials [4] - Aptargroup Inc (ATR) is the largest individual holding at about 1.5% of total assets, with the top 10 holdings comprising around 13.7% of total assets under management [5] Performance Metrics - SMMV aims to replicate the performance of the MSCI USA Small Cap Minimum Volatility (USD) Index, which includes small-cap U.S. equities with lower volatility characteristics [6] - The ETF has gained approximately 1.93% year-to-date and 8.15% over the past year, with a trading range between $37.87 and $44.35 in the last 52 weeks [7] Alternatives - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating a moderate investment outlook, and is positioned alongside other ETFs like the Vanguard Small-Cap ETF (VB) and iShares Core S&P Small-Cap ETF (IJR), which have significantly larger asset bases and lower expense ratios [8][9] Conclusion - Passively managed ETFs like SMMV are gaining popularity among both institutional and retail investors due to their low costs, transparency, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The First Trust Small Cap Core AlphaDEX ETF (FYX) is designed to provide broad exposure to the Small Cap Blend segment of the US equity market, with assets over $841.68 million [1] - Small cap companies, defined as those with market capitalizations below $2 billion, present both potential and risk, typically combining growth and value stocks [2] Costs - The ETF has an annual operating expense ratio of 0.61%, which is considered relatively high compared to other funds in the space [3] - It offers a 12-month trailing dividend yield of 1.21% [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 23.90% of the portfolio, followed by Industrials and Consumer Discretionary [4] - Sezzle Inc. (SEZL) is the largest individual holding at approximately 1.20% of total assets, with the top 10 holdings accounting for about 6.29% of total assets under management [5] Performance and Risk - FYX aims to match the performance of the Nasdaq AlphaDEX Small Cap Core Index, having lost about -0.04% year-to-date and gained approximately 4.83% over the past year as of July 25, 2025 [6] - The ETF has a beta of 1.12 and a standard deviation of 22.18% over the trailing three-year period, indicating medium risk [7] Alternatives - FYX carries a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Small Cap Blend market [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $65.51 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $82.09 billion in assets and an expense ratio of 0.06% [9] Bottom-Line - Passively managed ETFs like FYX are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [10]

Core Viewpoint - The Invesco RAFI US 1500 Small-Mid ETF (PRFZ) is a significant player in the Small Cap Blend segment of the US equity market, with over $2.43 billion in assets, making it one of the larger ETFs in this category [1] Costs - The ETF has an annual operating expense ratio of 0.34%, which is competitive within its peer group [3] - It offers a 12-month trailing dividend yield of 1.21% [3] Sector Exposure and Top Holdings - The ETF has the largest allocation to the Financials sector at approximately 18.70%, followed by Industrials and Information Technology [4] - Applovin Corp (APP) represents about 0.49% of total assets, with the top 10 holdings accounting for around 3.73% of total assets under management [5] Performance and Risk - PRFZ aims to match the performance of the FTSE RAFI US 1500 Small-Mid Index, with a year-to-date return of approximately 1.95% and a one-year return of about 5.28% as of July 25, 2025 [6] - The ETF has a beta of 1.09 and a standard deviation of 21.31% over the trailing three-year period, indicating a medium risk profile [7] Alternatives - The ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Small Cap Blend market [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $65.51 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $82.09 billion in assets and an expense ratio of 0.06% [9] Bottom-Line - Passively managed ETFs like PRFZ are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [10]

Core Insights - The Invesco S&P SmallCap 600 Revenue ETF (RWJ) is designed to provide broad exposure to the Small Cap Blend segment of the US equity market, with assets exceeding $1.53 billion, making it one of the larger ETFs in this category [1] Group 1: Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with higher risks [2] - Blend ETFs typically hold a mix of growth and value stocks, showcasing characteristics of both investment styles [2] Group 2: Costs and Performance - The annual operating expenses for RWJ are 0.39%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.15% [3] - RWJ has experienced a loss of approximately -2.35% year-to-date and a gain of about 4.73% over the past year, with a trading range between $34.78 and $49.46 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of about 26.50% to the Consumer Discretionary sector, with Industrials and Financials also being prominent sectors [4] - World Kinect Corp (WKC) constitutes about 3.10% of total assets, with the top 10 holdings making up approximately 15.12% of total assets under management [5] Group 4: Risk and Alternatives - RWJ aims to match the performance of the OFI Revenue Weighted Small Cap Index, which re-weights constituents based on revenue, with a maximum weighting of 5% per company [6] - Alternatives to RWJ include the iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR), which have larger asset bases of $65.35 billion and $81.42 billion respectively, and lower expense ratios of 0.19% and 0.06% [9]

Core Viewpoint - The iShares Russell 2000 ETF (IWM) is a significant player in the Small Cap Blend segment of the US equity market, with over $66.50 billion in assets, making it one of the largest ETFs in this category [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 a diversified investment approach [2] Group 2: Costs - The iShares Russell 2000 ETF has an annual operating expense ratio of 0.19%, which is competitive within its peer group [3] - The ETF offers a 12-month trailing dividend yield of 1.12% [3] Group 3: Sector Exposure and Holdings - The ETF's largest sector allocation is to Financials, comprising approximately 19% of the portfolio, followed by Industrials and Healthcare [4] - Insmed Inc (INSM) represents about 0.66% of total assets, with the top 10 holdings accounting for around 4.5% of total assets under management [5] Group 4: Performance and Risk - The ETF aims to replicate the performance of the Russell 2000 Index, with a year-to-date return of approximately 0.50% and a decline of about -0.49% over the past year as of July 17, 2025 [6] - The ETF has a beta of 1.10 and a standard deviation of 22.23% over the trailing three-year period, indicating a medium risk profile [7] Group 5: Alternatives - The iShares Russell 2000 ETF holds a Zacks ETF Rank of 2 (Buy), suggesting it is a strong option for investors interested in the Small Cap Blend segment [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $64.33 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $81.21 billion in assets and an expense ratio of 0.06% [9] Group 6: Bottom Line - 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 ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) aims to provide broad exposure to the Small Cap Blend segment of the US equity market, with assets exceeding $911.95 million [1] - Small cap companies, defined as those with market capitalizations below $2 billion, present both potential and risk, typically combining growth and value stocks [2] - The ETF has an expense ratio of 0.48% and a 12-month trailing dividend yield of 1.06%, which is competitive within its peer group [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 38.40% of the portfolio, followed by Industrials and Consumer Discretionary [4] - Encompass Health Corp. (EHC) is the largest individual holding at about 2.58% of total assets, with the top 10 holdings representing around 22.73% of total assets under management [5] Performance Metrics - OUSM seeks to match the performance of the FTSE Russell US Qual / Vol / Yield Factor 3% Capped Index, focusing on high-quality, low-volatility, dividend-paying small-cap companies [6] - As of July 17, 2025, the ETF has gained roughly 0.05% year-to-date and approximately 0.30% over the past year, with a trading range between $37.73 and $47.20 in the last 52 weeks [7] Alternatives and Market Position - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating a moderate outlook based on expected returns, expense ratios, and momentum [8] - Other comparable ETFs include the iShares Russell 2000 ETF (IWM) with $66.50 billion in assets and an expense ratio of 0.19%, and the iShares Core S&P Small-Cap ETF (IJR) with $81.21 billion in assets and a lower 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]

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Vanguard S&P Small-Cap 600 ETF (VIOO) , a passively managed exchange traded fund launched on 09/09/2010. The fund is sponsored by Vanguard. It has amassed assets over $2.95 billion, making it one of the larger ETFs attempting to match the Small Cap Blend segment of the US equity market. Why Small Cap Blend With more potential comes more risk, and small cap companies, with market capitalization below $2 ...

Core Insights - The Vanguard Small-Cap ETF (VB) is a significant player in the Small Cap Blend segment of the US equity market, with assets exceeding $64.97 billion, making it one of the largest ETFs in this category [1] Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risks [2] - Blend ETFs, like VB, typically hold a mix of growth and value stocks, showcasing characteristics of both types of equities [2] Cost Structure - The annual operating expenses for the Vanguard Small-Cap ETF are 0.05%, positioning it as one of the least expensive options in the market [3] - The ETF has a 12-month trailing dividend yield of 1.36% [3] Sector Allocation and Holdings - The ETF has a significant allocation to the Industrials sector, comprising approximately 20.90% of the portfolio, followed by Financials and Information Technology [4] - Individual holdings include Slcmt1142 at about 1% of total assets, along with Nrg Energy Inc (NRG) and Expand Energy Corp (EXE) [5] Performance Metrics - VB aims to replicate the performance of the CRSP US Small Cap Index, which includes U.S. companies in the bottom 2%-15% of investable market capitalization [6] - As of July 10, 2025, the ETF has gained about 2.09% year-to-date and approximately 14.26% over the past year, with a trading range between $193.73 and $261.58 in the last 52 weeks [7] - The ETF has a beta of 1.07 and a standard deviation of 20.67% over the trailing three-year period, indicating a medium risk profile [7] Competitive Landscape - The Vanguard Small-Cap ETF holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Alternatives in the market include the iShares Russell 2000 ETF (IWM) with $66.93 billion in assets and an expense ratio of 0.19%, and the iShares Core S&P Small-Cap ETF (IJR) with $81.70 billion in assets and an expense ratio of 0.06% [9] Conclusion - Passively managed ETFs like VB are increasingly favored by both retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]