U.S. Small-Cap ETFs

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The ETFs listed in this cart are the 10 largest U.S. Small-Cap ETFs by assets under management.

TickerNameFeesAUMYieldFund
Flow
IJRiShares Core S&P Small-Cap ETF0.07%$44,003 1.44%$2,050
IWMiShares Russell 2000 ETF0.19%$43,639 1.29%($754)
VBVanguard Small-Cap ETF0.05%$25,015 1.38%$1,369
VBRVanguard Small-Cap Value ETF0.07%$13,391 2.04%$461
IWNiShares Russell 2000 Value ETF0.25%$9,278 1.91%$137
VBKVanguard Small-Cap Growth ETF0.07%$8,890 0.62%$110
IWOiShares Russell 2000 Growth ETF0.25%$8,698 0.72%($1,471)
SCHASchwab US Small-Cap ETF0.04%$8,054 1.00%$310
IJSiShares S&P Small-Cap 600 Value ETF0.25%$6,374 1.54%$142
IJTiShares S&P Small-Cap 600 Growth ETF0.25%$5,133 0.99%($1,219)
Source: Bloomberg, data as of 9/30/2019.
Yield: The sum of net dividend per share gone ex-dividend over the prior 12 months divided by the current stock price.
AUM: Reported in $ millions.
Fund Flow: The net fund flow over the prior 12 months, reported in $ millions.
Ticker1M3M1Y3YRiskReturn/Risk
IJR3.37%-0.20%-9.44%9.32%16.26%0.6
IWM2.04%-2.33%-9.02%8.22%16.18%0.5
VB1.37%-1.49%-3.93%9.60%14.77%0.7
VBR3.98%-0.94%-5.53%7.34%14.28%0.5
IWN5.06%-0.43%-8.45%6.43%15.57%0.4
VBK-1.49%-2.13%-2.15%12.28%15.98%0.8
IWO-0.81%-3.86%-9.73%9.82%17.51%0.6
SCHA1.12%-2.08%-7.04%8.13%15.28%0.5
IJS5.57%1.45%-8.57%7.98%16.52%0.5
IJT0.98%-1.99%-10.68%10.18%16.32%0.6
Source: Bloomberg, data as of 9/30/2019.
Returns for periods more than 1Y are annualized
Risk: Annualized daily volatility over the last 3 years
Return / Risk: Annualized 3Y return divided by the annualized 3Y daily volatility.

How to Invest?

Click the “Stocks” icon.
Click “THEMES”
Choose one ticker at a time or invest in all by clicking “Add all to cart”.
Once complete, click the “Cart” icon
Enter the amount that you wish to invest.
NOTE: By default, the stocks or ETFs in a selected cart will be weighted equally. If you would like to change the percentage allocated to each ticker, simply click on the ticker and enter the target allocation.
Click, “Proceed to checkout”, review your order, then click, “Checkout”.

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