Vanguard Morningstar Small-Cap Value ETF VBR

The Motley Fool 14 nov

The article argues that small-cap value stocks, particularly the Vanguard Morningstar Small-Cap Value ETF (VBR), are positioned to outperform the S&P 500 over the next decade. After 12 years of large-cap leadership driven by AI stocks, cyclical market dynamics suggest a reversal favoring small-caps, which have already gained nearly 20% year-to-date compared to the S&P 500's 12%. Small-cap earnings are expected to outpace large-cap profits through 2027, while small-cap valuations remain below historical averages unlike the S&P 500's elevated multiples.

Zacks Investment Research 13 nov

The WisdomTree U.S. SmallCap ETF (EES) is a fundamentally-weighted smart beta ETF offering exposure to small-cap value stocks with an expense ratio of 0.38% and 863 holdings. The fund has delivered 16.99% year-to-date returns and 20.11% one-year returns, with a medium risk profile (beta of 1.04). Top sector allocations include Financials (25%), Industrials, and Information Technology, with leading holdings in Venture Global, RingCentral, and Organon.

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 5 nov

The Invesco S&P SmallCap Value with Momentum ETF (XSVM) offers broad exposure to small-cap value stocks with a 0.36% expense ratio and $602.54 million in assets. The ETF has delivered strong performance with a 22.41% year-to-date return and 28.97% one-year return, though it carries higher volatility with a beta of 1.02. It received a Zacks ETF Rank of 3 (Hold), positioning it as a reasonable option for small-cap value investors, though larger competitors like IWN and VBR offer lower expense ratios.

Zacks Investment Research 2 nov

The Schwab Fundamental U.S. Small Company ETF (FNDA) is presented as a solid option for investors seeking small-cap value exposure. With $8.88 billion in assets, a low 0.25% expense ratio, and a Zacks ETF Rank of 2 (Buy), FNDA has gained 15.11% year-to-date and 19.06% over the past year. The fund holds 916 diversified holdings with heaviest exposure to Industrials, Financials, and Consumer Discretionary sectors.