Small Cap Value

Why invest in Small Cap Value

Small caps are companies with a market capitalization between $300 million  to $2 billion . There are higher returns, more opportunities as less analyst follow smaller companies. However there is increased volatility and generally less liquidity.

Key indicators to consider before investing

  • Interest Rate
  • Inflation

Top 5 ETF’s by Market Capitalization

Name of the Fund Ticker Symbol /Total AUM* Year of Inception Expense Ratio
 Vanguard Small Cap Value    VBR  01/26/2004  0.08%
 iShares Russell 2000 Value  IWN  07/24/2000  0.25%
iShares S&P SmallCap 600 Value   IJS  07/24/2000  0.25%
SPDR S&P 600 Small Cap Value  SLYV  09/25/2000  0.15%
Wisdom Tree Small Cap Dividend Fund  DES  06/16/2006  0.38%


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