Vanguard Morningstar Small-Cap ETF VB

Zacks Investment Research 13 nov

OUSM is a smart beta ETF focused on small-cap quality dividend stocks with $826.51 million in assets and a 0.48% expense ratio. Year-to-date performance is up 14.97%, with a 1.95% dividend yield. However, cheaper alternatives like VB (0.03% expense ratio) and IJR (0.06% expense ratio) offer lower-cost options for small-cap exposure.

Zacks Investment Research 11 nov

SMLF is a smart beta ETF offering exposure to U.S. small-cap stocks with favorable factor characteristics. With $4.25 billion in assets and a low 0.15% expense ratio, it has returned 15.38% year-to-date and 16.46% over the past year. However, it carries higher risk with a beta of 1.09 and 19.42% standard deviation. Cheaper alternatives like VB (0.03% expense ratio) and IJR (0.06%) may be more suitable for risk-averse investors.

Zacks Investment Research 10 nov

First Trust Dow Jones Select MicroCap ETF (FDM) is a passively managed small-cap blend ETF with $268.48 million in assets and a 0.6% expense ratio. The fund has delivered 15.25% returns year-to-date and 23.23% over the past year, with a Zacks ETF Rank of 2 (Buy). However, it faces competition from lower-cost alternatives like Vanguard Morningstar Small-Cap ETF (0.03% expense ratio) and iShares Core S&P Small-Cap ETF (0.06% expense ratio).

The Motley Fool 10 nov

Small-cap stocks have outperformed the S&P 500 by about 4% over the past year, driven by accelerating earnings growth and reasonable valuations. The article examines six small-cap ETFs, recommending the iShares Core S&P Small-Cap ETF for its quality tilt and profitability requirement, while noting that broad small-cap ETFs have better short-term potential than small-cap value ETFs due to expected earnings acceleration.

Zacks Investment Research 10 nov

First Trust Dow Jones Select MicroCap ETF (FDM) is reviewed as a passively managed small-cap blend ETF with $268.48 million in assets. The fund has delivered 15.25% year-to-date returns and 23.23% over the past year, but carries a relatively high 0.6% expense ratio. With 136 holdings heavily weighted toward Financials (61.4%), it earns a Zacks ETF Rank of 2 (Buy), though cheaper alternatives like Vanguard Morningstar Small-Cap ETF and iShares Core S&P Small-Cap ETF are available.