Equity: U.S. - Small Cap Growth

IJT Top Performer Intra-day
Price $175.42
Today’s Change 1.15%
4:00pm 05/24/2019
PQSG Bottom Performer Intra-day
Price $49.23
Today’s Change -3.98%
11:49am 04/04/2019

ETF.com Insight

With 13 ETFs and over $26.73B in combined AUM, the Equity: U.S. - Small Cap Growth 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 MFAM Small-Cap Growth ETF (MFMS), with a total return of 23.29%. Meanwhile, the most popular ETF is the iShares Russell 2000 Growth ETF (IWO) with $8.98BB in assets under management.

Investors should take a look at the Vanguard Small-Cap Growth ETF (VBK). This fund has been chosen as an Analyst Pick by FactSet, thus is the best ETF for the average investor. VBK tracks an index that selects and weights growth stocks using multiple factors from US securities ranked between the 85th and 98th percentile by market cap. VBK has an expense ratio of 0.07% and tracks the CRSP US Small Growth.

Performance Dispersion

ETF.com Efficiency Insight

The average efficiency score in the Equity: U.S. - Small Cap Growth segment is 91 out of 100, with the Vanguard Small-Cap Growth ETF(VBK) obtaining the highest rating of 99 out of 100.

Costs dominate the discussion around efficiency. ETFs in the segment have an average expense ratio of 0.33% per year, with the Vanguard Small-Cap Growth ETF (VBK) having the lowest expense ratio, charging investors 0.07% yearly.

Investors should look for funds with tight tracking, such as the Vanguard Russell 2000 Growth ETF (VTWG), with a 12-month median tracking difference of 0%.

Tracking Difference (12 Month)

ETF.com Tradability Insight

The average tradability score in the Equity: U.S. - Small Cap Growth segment is 81 out of 100, with the Vanguard Small-Cap Growth ETF(VBK) obtaining the highest rating of 98 out of 100.

The iShares Russell 2000 Growth ETF (IWO) is the undisputed segment leader when it comes to liquidity. The fund trades 100.15M in daily average volume. Investors should also find ample liquidity in the Vanguard Small-Cap Growth ETF (VBK), with $29.66M in daily dollar volume.

Use limit orders to trade funds such as the Janus Henderson Small Cap Growth Alpha ETF(JSML), due to their double-digit market spreads.

ETF.com/ Block Liquidity

VBK
5
4
3
2
1
SLYG
5
4
3
2
1
IWO
5
4
3
2
1
IJT
5
4
3
2
1
VTWG
5
4
3
2
1
FYC
5
4
3
2
1
VIOG
5
4
3
2
1
JKK
5
4
3
2
1
RZG
5
4
3
2
1
PXSG
5
4
3
2
1
MFMS
5
4
3
2
1
PQSG
5
4
3
2
1
JSML
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 Growth 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 VBK. 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, MFMS follows a Active strategy and obtains a low Fit score compared with our neutral benchmark.

Index Methodology