Morningstar Small Value TR USD ETF Overview

With 1 ETFs traded in the U.S. markets, Morningstar Small Value TR USD ETFs gather total assets under management of $428.62M. The average expense ratio is 0.30%. Morningstar Small Value TR USD ETFs can be found in the following asset classes:

  • Equity

Journal Of Indexes

Cloning DFA

Achieving DFA-style performance with ETFs.

Index Investor Corner

Swedroe: Understanding Small Value ETFs

When it comes to isolating the small-value factor, sometimes a higher expense ratio is justifiable.

Features and News

McCall's Call: The ‘ABCs’ Of Size And Style

Knowing all about size and style can enhance returns and limit losses.

ETF Report

 The Dirty Little Secret of (Some) ETF Dividends

The 2003 tax cut put the thrill back in high-yield investing. By reducing the top tax rate on corporate payouts from 38.6 percent to 15 percent, the new law instantly made dividend paying stocks more attractive.

Features and News

Qualified Dividends Redux

At last a detailed examination of the real effect of unqualified dividends in an ETF portfolio. The actual effect is somewhat less than the hype around the issue.

Features and News

Qualified Dividends Redux

At last a detailed examination of the real effect of unqualified dividends in an ETF portfolio. The actual effect is somewhat less than the hype around the issue.

Features and News

(Un)Qualified: The Dirty Little Secret of (Some) ETF Dividends

ETFs have a reputation for tax efficiency. But where dividends are concerned, that reputation can be misleading.

Features and News

Morningstar Hits Big Board With Style

The long-awaited iShares based on the Morningstar style box metholdology debuted with a Big Board bell ringing.