分组1 - Small caps have outperformed large caps by approximately 4% in 2026, despite some volatility in March [1] - The long underperformance of small caps relative to the S&P 500 suggests they may be poised for an extended run, supported by improved earnings outlook and attractive valuations [2] - The majority of small cap ETFs include "small cap" in their names, but they may not be interchangeable due to differences in their underlying portfolios [3] 分组2 - The iShares Russell 2000 ETF and the iShares Core S&P Small Cap ETF are two prominent small cap ETFs that track different indexes, leading to significant differences in their portfolios [4][5] - The iShares Russell 2000 ETF includes the 2,000 largest stocks after the Russell 1000, while the iShares Core S&P Small Cap ETF tracks the 600 stocks following the S&P 500 and S&P 400 Mid Cap indexes [5] - The Russell 2000 ETF offers a broad exposure to the small cap universe but includes a substantial number of unprofitable companies, with approximately 40% of its components currently unprofitable [8]

Average Annual Total Returns Through 12/31/25 (%) QTR1 YTD1 1YR 3YR 5YR 10YR 15YR 20YR 25YR 35YR 45YR Small-Cap 1.95 8.95 8.95 13.90 8.38 11.11 9.20 8.23 9.61 10.84 11.45 Russell 2000 2.19 12.81 12.81 13.73 6.09 9.62 9.47 8.20 8.21 10.25 9.85 Annual Operating Expenses: 0.93 1 Not annualized. Important Performance and Disclosure Information Important Performance and Expense Information All performance information reflects past performance, is presented on a total return basis, reflects the reinve ...

Core Insights - Amphastar Pharmaceuticals, Inc. (NASDAQ:AMPH) is recognized as one of the 12 most promising small-cap stocks by Wall Street analysts [1][2] - Wells Fargo has reduced its price target for AMPH from $34 to $30 while maintaining an Overweight rating, citing pressure on the stock due to lowered sales projections despite recent product approvals [3] - The FDA approved AMPH's Abbreviated New Drug Application for Ipratropium Bromide HFA Inhalation Aerosol, which is expected to enhance the company's market position in the respiratory medication sector [4][6] Company Developments - The FDA's approval of Ipratropium Bromide HFA Inhalation Aerosol grants AMPH 180 days of generic exclusivity, as it is the first ANDA applicant to receive a Paragraph IV certification [5] - This approval is a significant regulatory milestone that supports the company's Q4 2025 earnings report and positions it for increased market share [6] - AMPH specializes in developing, manufacturing, and marketing injectable, inhalation, and intranasal medications, focusing on critical care needs and drug delivery innovations [7] Market Outlook - Wells Fargo emphasizes that the performance of AMP-007 will be crucial for achieving mid-to high-single-digit revenue growth in the future [3][10]

Core Viewpoint - The article discusses the ongoing shift in the stock market from large-cap stocks, particularly the "Magnificent Seven," to small-cap stocks, suggesting that investing in small-cap ETFs could yield significant gains as interest rates decline and earnings growth broadens beyond major tech companies [1]. Group 1: Market Trends - The stock market is experiencing a rotation where capital is moving from large-cap stocks to small-cap stocks, indicating a change in market conditions rather than a uniform market movement [1]. - Small-cap stocks are gaining attention due to broadening earnings growth and the expectation of falling interest rates, which are beneficial for their performance [1]. Group 2: Recommended Small-Cap ETFs - **Vanguard Small-Cap Index Fund ETF (VB)**: This ETF has a low expense ratio of 0.03% and a 30-day SEC yield of 1.3%. It has increased nearly 7% year-to-date, outperforming many tech stock ETFs, with over 21% of its holdings in industrials [1]. - **Avantis International Small Cap Value ETF (AVDV)**: AVDV has seen a remarkable gain of nearly 61% in the past year, primarily due to dollar weakness and declining international interest rates. It offers a 1.42% dividend yield with an expense ratio of 0.25% [1]. - **Schwab Fundamental US Small Company ETF (FNDA)**: FNDA focuses on company fundamentals rather than market value, resulting in a year-to-date increase of 9.5% and a 19% rise over the past year. It has 897 holdings and yields 1.11% with a 0.25% expense ratio [1].

Core Insights - The State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) and the Schwab U.S. Small-Cap ETF (SCHA) provide diversified exposure to U.S. small-cap stocks but differ in their index tracking and methodologies [1][2] Group 1: Cost and Size Comparison - SPSM has a lower expense ratio of 0.03% compared to SCHA's 0.04% [3] - As of February 20, 2026, SPSM's one-year total return is 18.4%, while SCHA's is 22.3% [3] - SPSM offers a higher dividend yield of 1.5% compared to SCHA's 1.2% [3] - SPSM has an AUM of $14.8 billion, while SCHA has $20.8 billion [3] Group 2: Performance and Risk Comparison - Over five years, SPSM's maximum drawdown is (27.94%), while SCHA's is (30.79%) [5] - The growth of $1,000 over five years is $1,244 for SPSM and $1,223 for SCHA [5] Group 3: Portfolio Composition - SCHA tracks a broad small-cap index with 1,724 stocks, emphasizing diversification across sectors such as financial services (17.9%), industrials (17.2%), and healthcare (15.8%) [6] - SPSM covers 607 stocks with sector tilts towards industrials (18.1%), financial services (18%), and consumer discretionary (14%) [7] - SCHA's largest holding is Sandisk Corp at 2%, while SPSM's top holdings are less than 1% each [6][7]

Core Insights - The Vanguard Small-Cap Value ETF (VBR) and the iShares SP Mid-Cap 400 Value ETF (IJJ) provide diversified access to U.S. value stocks but differ in their targeted company sizes [1][7]. Cost & Size Comparison - VBR has a lower expense ratio of 0.05% compared to IJJ's 0.18%, making it more appealing for cost-conscious investors [3]. - VBR's one-year return is 13.67%, while IJJ's is 11.20%, indicating better short-term performance for VBR [3]. - VBR has a higher dividend yield of 1.85% compared to IJJ's 1.72% [3]. - VBR's assets under management (AUM) stand at $62 billion, significantly higher than IJJ's $8 billion [3]. Performance & Risk Comparison - Over the past five years, VBR experienced a maximum drawdown of -24.19%, while IJJ had a slightly lower drawdown of -22.67% [4]. - The growth of a $1,000 investment over five years is $1,464 for VBR and $1,497 for IJJ, showing IJJ's slight edge in long-term growth [4]. Portfolio Composition - IJJ tracks 305 mid-cap U.S. companies with a significant focus on financial services (23% of assets), industrials, and consumer cyclicals [5]. - VBR includes a broader selection of 845 small-cap value stocks, with the highest allocations in financial services (19%), industrials (18%), and consumer cyclicals (13%) [6]. - The largest holdings in IJJ are US Foods, Reliance, and Toll Brothers, each around 1% of assets, while VBR's top names (NRG Energy, EMCOR Group, Atmos Energy) account for less than 0.75% of assets, indicating greater diversification [6]. Investment Implications - VBR targets small-cap stocks, which generally carry higher risk but offer greater growth potential, while IJJ focuses on mid-cap stocks, providing slightly more stability [7][10]. - VBR's broader portfolio with nearly three times as many stocks as IJJ helps reduce single-stock risk and mitigate volatility [9].

US small- and mid-cap stocks are the best bets ahead of midterm elections as technology heavyweights lose their appeal, according to strategists at Bank of America https://t.co/os2gGLOgmX ...

Core Insights - Capstone Holding Corp. is positioned for sustainable earnings growth in early 2026, supported by favorable market conditions and its execution strategy [1] - The Russell 2000 index has outperformed the S&P 500 for 14 consecutive trading sessions, indicating a potential leadership shift towards small-cap companies in 2026 [1] Company Summary - Capstone Holding Corp. is a tech-enabled building products distribution platform that is advancing towards EBITDA profitability and scale monetization [1] - The company is benefiting from the current market dynamics that favor small-cap stocks, aligning with analyst expectations for small-cap leadership [1]

10 Small-Cap Stocks Poised to Break Out in 2026 - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# 10 Small-Cap Stocks That Could Keep the Rally GoingBy [Ian Salisbury]ShareResize---ReprintsAfter years of struggling to catch up with the large- ...

US small-cap stocks are having something of a moment — and Wall Street doesn’t expect it to end any time soon https://t.co/SvQvNQIqKg ...