What are the Best Small Cap ETFs to invest in Jul 2024?
| Name | Expense Ratio | 5Y Returns | 10Y Returns |
|---|---|---|---|
| IJR iShares Core S&P Small-Cap ETF | 0.06 | 3.14% | 8.1% |
| IWM iShares Russell 2000 ETF | 0.19 | 2.29% | 6.61% |
| VB Vanguard Small-Cap ETF | 0.05 | 4.61% | 7.99% |
| VBR Vanguard Small-Cap Value ETF | 0.07 | 4.91% | 8.13% |
| SCHA Schwab US Small-Cap ETF™ | 0.04 | 3.14% | 7.05% |
iShares Core S&P Small-Cap ETF ($IJR)
This ETF follows the S&P SmallCap 600 Index, investing in small U.S. companies. It's a strategic choice for investors looking to diversify their portfolios with smaller-cap stocks.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Onto Innovation Inc | 0.72 | Technology |
| Rambus Inc | 0.68 | Technology |
| Fabrinet | 0.67 | Technology |
| Applied Industrial Technologies Inc | 0.64 | Industrials |
| SPS Commerce Inc | 0.64 | Technology |
| Comfort Systems USA Inc | 0.61 | Industrials |
| e.l.f. Beauty Inc | 0.57 | Consumer Defensive |
| Axcelis Technologies Inc | 0.56 | Technology |
| Ensign Group Inc | 0.55 | Healthcare |
| ATI Inc | 0.53 | Industrials |
iShares Russell 2000 ETF ($IWM)
This ETF tracks the Russell 2000® Index, focusing on small U.S. companies. It offers investors exposure to a wide range of small-cap stocks.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Super Micro Computer Inc | 0.62 | Technology |
| Onto Innovation Inc | 0.32 | Technology |
| Matador Resources Co | 0.32 | Energy |
| Chart Industries Inc | 0.31 | Industrials |
| Chord Energy Corp Ordinary Shares - New | 0.31 | Energy |
| Murphy Oil Corp | 0.31 | Energy |
| Weatherford International PLC Ordinary Shares - New | 0.31 | Energy |
| ChampionX Corp | 0.31 | Energy |
| Light & Wonder Inc Ordinary Shares | 0.30 | Consumer Cyclical |
| Fabrinet | 0.30 | Technology |
Vanguard Small-Cap ETF ($VB)
This ETF follows the CRSP US Small Cap Index, investing in small U.S. companies. It provides investors with a cost-effective way to gain exposure to the small-cap segment of the market.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Targa Resources Corp | 0.41 | Energy |
| PTC Inc | 0.36 | Technology |
| Bunge Ltd | 0.35 | Consumer Defensive |
| Jabil Inc | 0.34 | Technology |
| IDEX Corp | 0.34 | Industrials |
| Atmos Energy Corp | 0.34 | Utilities |
| Builders FirstSource Inc | 0.34 | Industrials |
| Reliance Steel & Aluminum Co | 0.33 | Basic Materials |
| Booz Allen Hamilton Holding Corp Class A | 0.31 | Industrials |
| Axon Enterprise Inc | 0.31 | Industrials |
Vanguard Small-Cap Value ETF ($VBR)
This ETF follows the CRSP US Small Cap Value Index, focusing on "value" stocks from small U.S. companies. It's an excellent choice for investors interested in value investing strategies.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Bunge Ltd | 0.63 | Consumer Defensive |
| Jabil Inc | 0.61 | Technology |
| IDEX Corp | 0.61 | Industrials |
| Builders FirstSource Inc | 0.60 | Industrials |
| Reliance Steel & Aluminum Co | 0.59 | Basic Materials |
| Atmos Energy Corp | 0.56 | Utilities |
| Booz Allen Hamilton Holding Corp Class A | 0.55 | Industrials |
| First Citizens BancShares Inc Class A | 0.54 | Financial Services |
| Ovintiv Inc | 0.50 | Energy |
| Carlisle Companies Inc | 0.50 | Industrials |
Schwab US Small-Cap ETF™ ($SCHA)
This ETF aims to match the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index, providing investors with exposure to a broad range of smaller U.S. companies.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Nutanix Inc Class A | 0.30 | Technology |
| Primerica Inc | 0.25 | Financial Services |
| Southwestern Energy Co | 0.25 | Energy |
| United States Steel Corp | 0.24 | Basic Materials |
| Mattel Inc | 0.24 | Consumer Cyclical |
| Acadia Healthcare Co Inc | 0.24 | Healthcare |
| Dropbox Inc Class A | 0.24 | Technology |
| BWX Technologies Inc | 0.24 | Industrials |
| Murphy USA Inc | 0.24 | Consumer Cyclical |
| Matador Resources Co | 0.24 | Energy |
Discover the best investments tailored to your risk preferences with Xillion. Dive in with a free one-month trial and experience personalized financial guidance.
