US small cap value
|This page contains details specific to United States (US) investors, and does not apply to non-US investors.|
Most indexes are market-cap weighted and hold a subset of the target small-cap index. However, the "pure value" indexes weight the value stocks by a measure of their value characteristic, which is why they have much lower market caps (bordering on micro-cap) and price/book ratios. (Note that funds report portfolios on different dates; the S&P 600 Value ETFs should all have the same holdings, even though they have different reported market caps and price/book ratios.)
|VBR||Vanguard Small-Cap Value ETF||0.07%||782,844
|JKL||iShares Morningstar Small Value Index ETF||0.30%||11,183.90
|SLYV||SPDR S&P Small-Cap 600 Value ETF||0.15%||29,428
|VIOV||S&P Small-Cap 600 Value ETF||0.15%||54,417
|IJS||iShares S&P Small-Cap 600 Value Index||0.25%||293,938.70
|VTWV||Vanguard Russell 2000 Value ETF||0.15%||40,501
|IWN||iShares Russell 2000 Value Index||0.24%||1,330,621
|XSVM||PowerShares Russell 2000 Pure Value ETF||0.44%||19,174
|RZV||Invesco S&P Small-Cap 600 Pure Value ETF||0.35%||17,917
- As of July 8, 2020.
- Replaces PXSV (Invesco Russell 2000 Pure Value ETF) as of March 11, 2019 - Invesco ETF Index Change 3.11.19-final.
- Which SCV ETF to pair with TSM?
- Persistence of the value premium
- Small value in taxable (includes factor loading estimates by Robert T)