Hi folks,
Was wondering if anyone tilts towards small value and what UCITs ETFs you use?
I understand that the size premium isn't very significant unless it is paired with value, so looking for small value in particular.
Am also hoping that such a tilt would help to hedge a little against any market drops.
Any thoughts on this? Anyone else do something like this?
Small Cap Value UCITs ETFs
Re: Small Cap Value UCITs ETFs
Are you familiar with this?
https://www.justetf.com/en/find-etf.htm ... mall%2BCap
https://www.justetf.com/en/find-etf.htm ... mall%2BCap
Re: Small Cap Value UCITs ETFs
Thanks for highlighting!Laurizas wrote: ↑Mon Aug 02, 2021 7:59 am Are you familiar with this?
https://www.justetf.com/en/find-etf.htm ... mall%2BCap
Either there is no small cap value ETF, or I'm really not familiar with the filter settings.
Seems like no one tilts to small cap value?
Re: Small Cap Value UCITs ETFs
State Street has following value weighted ETFs:
SPDR® MSCI USA Small Cap Value Weighted UCITS ETF https://www.ssga.com/de/en_gb/instituti ... tf-zprv-gy
SPDR® MSCI Europe Small Cap Value Weighted UCITS ETF https://www.ssga.com/de/en_gb/instituti ... tf-zprx-gy
I myself stay with Vanguard FTSE All-World UCITS ETF.
SPDR® MSCI USA Small Cap Value Weighted UCITS ETF https://www.ssga.com/de/en_gb/instituti ... tf-zprv-gy
SPDR® MSCI Europe Small Cap Value Weighted UCITS ETF https://www.ssga.com/de/en_gb/instituti ... tf-zprx-gy
I myself stay with Vanguard FTSE All-World UCITS ETF.
The information provided is intended to be entertaining. It is not to be construed as professional advice. Use it at your own risk.
Re: Small Cap Value UCITs ETFs
iShares MSCI World Small Cap UCITS ETF USD Acc
I have about 20% in WSML with exposure to small caps in N.America, Europe, Australia and Japan.
I have about 20% in WSML with exposure to small caps in N.America, Europe, Australia and Japan.
Re: Small Cap Value UCITs ETFs
Just FYI: do remember that SCV and factor investing (i.e., I include tilts to value ETFs) is a long-term strategy i.e. you may have to stick to it for more than 10 years.
I looked into factor investing myself, found only the SPDR ETFs, and abandoned the idea for the reason above, and now stick to Ftse all-world.
Best of luck
I looked into factor investing myself, found only the SPDR ETFs, and abandoned the idea for the reason above, and now stick to Ftse all-world.
Best of luck