Equity: U.S. - Small Cap

RYLD Top Performer Intra-day
Price $16.38
Today’s Change -1.20%
4:00pm 04/03/2020
XSHD Bottom Performer Intra-day
Price $12.50
Today’s Change -5.52%
4:00pm 04/03/2020

ETF.com Insight

With 55 ETFs and over $98.52B in combined AUM, the Equity: U.S. - Small Cap segment provides exposure to the U.S. space with a focus on Small Cap securities.

Year-to-date, the best-performing ETF in the segment is the VictoryShares U.S. Discovery Enhanced Volatility Wtd ETF (CSF), with a total return of -18.17%. Meanwhile, the most popular ETF is the iShares Core S&P Small-Cap ETF (IJR) with $29.57BB in assets under management.

Investors should take a look at the Vanguard Small-Cap ETF (VB). This fund has been chosen as an Analyst Pick by FactSet, thus is the best ETF for the average investor. VB tracks the CRSP US Small Cap Index. The market-cap-weighted index includes the bottom 2-15% of the investable universe. VB has an expense ratio of 0.05% and tracks the CRSP US Small Cap.

Performance Dispersion

ETF.com Efficiency Insight

The average efficiency score in the Equity: U.S. - Small Cap segment is 89 out of 100, with the Schwab U.S. Small-Cap ETF(SCHA) obtaining the highest rating of 100 out of 100.

Costs dominate the discussion around efficiency. ETFs in the segment have an average expense ratio of 0.38% per year, with the Schwab U.S. Small-Cap ETF (SCHA) having the lowest expense ratio, charging investors 0.04% yearly.

Investors should look for funds with tight tracking, such as the iShares Core S&P Small-Cap ETF (IJR), with a 12-month median tracking difference of 0.01%.

Tracking Difference (12 Month)

ETF.com Tradability Insight

The average tradability score in the Equity: U.S. - Small Cap segment is 73 out of 100, with the iShares Russell 2000 ETF(IWM) obtaining the highest rating of 98 out of 100.

The iShares Russell 2000 ETF (IWM) is the undisputed segment leader when it comes to liquidity. The fund trades 4.67B in daily average volume. Investors should also find ample liquidity in the iShares Core S&P Small-Cap ETF (IJR), with $504.78M in daily dollar volume.

Use limit orders to trade funds such as the Innovator Russell 2000 Power Buffer ETF - April(KAPR), due to their double-digit market spreads.

ETF.com/ Block Liquidity

VTWO
5
4
3
2
1
VIOO
5
4
3
2
1
IJR
5
4
3
2
1
IWM
5
4
3
2
1
SCHA
5
4
3
2
1
VB
5
4
3
2
1
FNDA
5
4
3
2
1
SPSM
5
4
3
2
1
XSLV
5
4
3
2
1
DES
5
4
3
2
1
SMMV
5
4
3
2
1
NUSC
5
4
3
2
1
FYX
5
4
3
2
1
EES
5
4
3
2
1
SLY
5
4
3
2
1
JHSC
5
4
3
2
1
SMLF
5
4
3
2
1
ESML
5
4
3
2
1
SMLV
5
4
3
2
1
JPSE
5
4
3
2
1
DWAS
5
4
3
2
1
RWJ
5
4
3
2
1
JKJ
5
4
3
2
1
OUSM
5
4
3
2
1
USVM
5
4
3
2
1
XSMO
5
4
3
2
1
GSSC
5
4
3
2
1
DGRS
5
4
3
2
1
CSF
5
4
3
2
1
IUSS
5
4
3
2
1
SMDV
5
4
3
2
1
CSML
5
4
3
2
1
CALF
5
4
3
2
1
CSB
5
4
3
2
1
SQLV
5
4
3
2
1
PSC
5
4
3
2
1
EWSC
5
4
3
2
1
CSA
5
4
3
2
1
FLQS
5
4
3
2
1
RWSL
5
4
3
2
1
ROSC
5
4
3
2
1
PBSM
5
4
3
2
1
XSHQ
5
4
3
2
1
OMFS
5
4
3
2
1
RNSC
5
4
3
2
1
SCAP
5
4
3
2
1
KSCD
5
4
3
2
1
XSHD
5
4
3
2
1
RYLD
5
4
3
2
1
KOCT
5
4
3
2
1
OVS
5
4
3
2
1
AFSM
5
4
3
2
1
TPSC
5
4
3
2
1
KJAN
5
4
3
2
1
KAPR
5
4
3
2
1
This measurement shows how easy it is to trade 25,000 shares of each ETF.

ETF.com Fit Insight

The MSCI USA Small Cap Index has been selected as the index that most accurately represents the market in question. The benchmark has been selected by the ETF Analytics team at FactSet, according to a series of guidelines to ensure this index accurately captures its market.

Investors trying to match a broad market exposure should pay attention to PBSM. This fund obtains a high Fit score and investors should capture market-like returns.

Other funds diverge from the market, by nature of their investment mandates; for example, CSF follows a Multi-factor strategy and obtains a low Fit score compared with our neutral benchmark.

Index Methodology