Core Insights - The iShares SP Mid-Cap 400 Value ETF (IJJ) and the iShares Morningstar Small-Cap Value ETF (ISCV) target similar markets but differ in size, cost, and market capitalization focus [1] Cost & Size Comparison - IJJ has an expense ratio of 0.18% and AUM of $7.96 billion, while ISCV has a lower expense ratio of 0.06% and AUM of $581.76 million [2] - The 1-year return for IJJ is 8.79%, compared to ISCV's 11.07%, and ISCV also offers a higher dividend yield of 1.97% versus IJJ's 1.73% [2] Performance & Risk Analysis - Over a 5-year period, $1,000 invested in IJJ would grow to $1,551, while the same investment in ISCV would grow to $1,485 [4] - The maximum drawdown for IJJ is -22.68%, while ISCV has a higher drawdown of -25.35% [4] Portfolio Composition - ISCV tracks a small-cap value universe with 1,097 stocks, heavily weighted in financial services (21%), consumer cyclicals (15%), and industrials (13%) [5] - IJJ focuses on mid-cap value with 296 stocks, primarily in financial services (19%), industrials (15%), and consumer cyclicals (12%) [6] Investment Implications - ISCV's lower expense ratio and slightly higher yield may attract cost-conscious investors [3][9] - ISCV has a trailing P/E ratio of 15.50, compared to IJJ's 18.30, indicating ISCV as a more affordable investment option [10]

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Group 1 - The US Small Cap Value ETF (NYSEARCA: DFSV) focuses on the value theme within small-cap stocks, managed by Dimensional [1] - The fund aims to deliver on valuations, following a strategy similar to its peer DFAT, also managed by Dimensional [1]

Group 1 - The Fund initiated two new positions in niche technology-related industries during Q2 2025 [2] - Cantaloupe Inc. is identified as a payment processing business [2] - Visteon Corp is also mentioned as a new position, although further details are not provided [2]

Group 1 - The S&P 500 has recently returned to positive territory for the year, but there are concerns about high valuations in a volatile macroeconomic environment [1] - Small-cap stocks are identified as a significant area of value, with valuation discounts noted [1] Group 2 - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and advises seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]