US small cap value

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Template:US Stocks sidebar This page presents a selection of domestic small cap value index funds and exchange traded funds.

Selection

Ticker
Symbol
Name Expense
Ratio
[1]
Average
Volume [2]
Average
Mkt Cap [1]
P/B [1] Total
Assets [3]
VISVX Vanguard Small-Cap Value Index Fund 0.23% N/A $1,141M 1.2 $4,000M
VBR Vanguard Small-Cap Value ETF 0.15% 143,484.0 $1,141M 1.2 $1,300M
JKL iShares Morningstar Small Value Index 0.30% 28,282.0 $1,304M 1.2 $166.2M
IJS iShares S&P SmallCap 600 Value Index 0.25% 234,693.0 $786M 1.3 $1,900M
IWN iShares Russell 2000 Value Index 0.33% 1,687,890.0 $752M 1.1 $4.200M
RZV Rydex S&P Smallcap 600 Pure Value 0.35% 63,191.8 $456M 0.8 $29M
DSV SPDR DJ Wilshire Small Cap Value 0.27% 11,244.3 $1,249M 1.3 $114.7M
Added March 13, 2013 with current data from Morningstar:
VTWV Vanguard Russell 2000 Value ETF 0.32% $1,149M 1.2 $43.4M
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.24% $1,008M 1.4 $18.2M
  1. 1.0 1.1 1.2 According to Morningstar. Cite error: Invalid <ref> tag; name "first" defined multiple times with different content Cite error: Invalid <ref> tag; name "first" defined multiple times with different content
  2. Three-month average volume according to Yahoo! Finance. As of 03/10/2010.
  3. According to Bloomberg except VISVX and VBR, which is from Vanguard. As of 03/10/2010.


Small cap value ETFs based on Alternate Indexes include PowerShares Dynamic Small Cap Value (PWY) and WisdomTree SmallCap Earnings (EES).

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