Best Small Cap Stock ETFs
These top small cap stock exchange traded funds are selected based on its expense ratio fee, portfolio turnover rate, management, performance, etc. There are about 30 ETFs in this small cap category. The expense ratios are ranging from 0.10% to 0.70%. The ETFs issuers are Invesco PowerShares, iShares, RBS, State Street, Vanguard, First Trust, Russell, Rydex, WisdomTree, etc.
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| Best Small Cap Stock ETFs 2012 |
- Vanguard Small Cap Growth ETF (VBK)
- iShares Morningstar Small Value Index (JKL)
- SPDR S&P 600 Small Cap Growth ETF (SLYG)
- Vanguard Small Cap ETF (VB)
- iShares S&P SmallCap 600 Growth (IJT)
- SPDR S&P 600 Small Cap ETF (SLY)
- Vanguard Small Cap Value ETF (VBR)
- WisdomTree SmallCap Dividend (DES)
- iShares S&P SmallCap 600 Index (IJR)
- WisdomTree SmallCap Earnings (EES)
1. Vanguard Small Cap Growth ETF (VBK)
The investment aim of Vanguard Small Cap Growth ETF is to track the performance of the MSCI US Small Cap Growth Index. This index ETF invests in a broadly diversified index of growth stocks of smaller U.S. companies. Its 12 month yield is 0.51%. The annual expense ratio is only 0.1%.
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This best small growth stock ETF has returned 16.33% over the past 3 year and 4.27% over the past 5 year. It is ranked with 4 stars rating by Morningstar. The top 4 stocks in its holdings are Panera Bread Company Inc Class A, W.R. Grace & Company, Taubman Centers Inc, and Signet Jewelers Ltd.
2. iShares Morningstar Small Value Index (JKL)
iShares Morningstar Small Value Index fund is another passively managed index fund. It seeks to track the price and yield performance of the Morningstar Small Value Index. The total assets are $161 million. The fund inception date is June 27, 2004. The market price 52-week range is $63.68 to $89.60.
The 5 year average return is 5.05%. Its 3 year beta risk is 1.27.
3. SPDR S&P 600 Small Cap Growth ETF (SLYG)
Ranked with 4 star rating, this SPDR S&P 600 Small Cap Growth ETF is seeking to track the performance of the S&P SmallCap 600 Growth Index. It also has a yield of 0.89%. The portfolio turnover rate is 102%. The current total assets are $151 million.
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This best small cap stock ETF has a year-to-date return of 7.68%. The top 5 sectors in its portfolio are technology (22.45%), industrials (15.84%), consumer cyclical (14.7%), healthcare (14.29%), and real estate (7.51%).
4. Vanguard Small Cap ETF (VB)
Vanguard Small Cap ETF is another Vanguard index ETF. This fund focuses its investment in a broadly diversified index of stocks of smaller U.S. companies. The index benchmark is the MSCI US Small Cap 1750 Index. It also has a low expense ratio of 0.10%. The annual holdings turnover rate is also only 17%. If you are interested in mutual fund, you can check this Vanguard Small Cap Index Fund.
This small blend stock fund has $4.16 billion of assets. It has a 3 year annualized return of 15.38%. The top 3 stocks are Foot Locker Inc, Panera Bread Company Inc Class A, and Corn Products International Inc.
5. iShares S&P SmallCap 600 Growth (IJT)
This iShares S&P SmallCap 600 Growth fund invests majority of its assets in the small-capitalization growth U.S. companies. It can be purchased from various brokerages such as Fidelity, TD Ameritrade, Scottrade, Schwab, etc. The expense ratio is currently 0.25%. It is ranked with 5 stars rating.
6. SPDR S&P 600 Small Cap ETF (SLY)
SPDR S&P 600 Small Cap ETF is ranked with 4 stars rating by Morningstar. This small blend fund has 0.20% expense ratio. The dividend yield is 1.28%. The top 5 stocks in its portfolio are Extra Space Storage Inc, Kilroy Realty Corporation, Tanger Factory Outlet Centers, Mid-America Apartment Communities, and Post Properties Inc.
This domestic stock fund has returned 7.71% over the past year and 16.56% over the past 3 year. The worst 1 year total return was occurred in 2008 with -37.6%.
7. Vanguard Small Cap Value ETF (VBR)
Vanguard Small Cap Value ETF objective is to track the performance of the MSCI US Small Cap Value Index. This top small value ETF has 0.10% expense ratio. The SEC yield is 2.48%. If you are interested in mutual fund, you can invest in Vanguard Small-Cap Value Index fund (Ticker: VISVX).
8. WisdomTree SmallCap Dividend (DES)
If you are seeking a dividend or yield, WisdomTree SmallCap Dividend fund is suitable for you. It currently has a distribution yield of 3.88%. The fund CUSIP number is 97717W604. It does have a slightly higher expense ratio of 0.38%.
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As of August 2012, the top 3 sectors are financials, industrials, and consumer discretionary. The top 5 holdings are Apollo Investment Corp, CommonWealth REIT, Prospect Capital Corp, Healthcare Realty Trust Inc, and Corporate Office Properties Trust.
Disclosure: No Position
Fund Performance
| No | ETF Name | Symbol | Category | Expense Ratio (%) | Market Return YTD | Market Return 1-Year | Market Return 3-Year | Average Market Cap ($ mil) |
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Small Cap Growth ETF | VBK | Small Growth | 0.1 | 6.37 | -0.44 | 16.33 | 1607.76 |
| 2 | iShares Morningstar Small Value Index | JKL | Small Value | 0.3 | 6.04 | 3.51 | 16.82 | 1565.07 |
| 3 | SPDR S&P 600 Small Cap Growth ETF | SLYG | Small Growth | 0.27 | 5.78 | 3.1 | 17.83 | 1265.2 |
| 4 | Vanguard Small Cap ETF | VB | Small Blend | 0.1 | 6.63 | 0.62 | 15.38 | 1521.51 |
| 5 | iShares S&P SmallCap 600 Growth | IJT | Small Growth | 0.25 | 5.71 | 2.76 | 16.66 | 1262.98 |
| 6 | SPDR S&P 600 Small Cap ETF | SLY | Small Blend | 0.24 | 4.96 | 3.11 | 16.21 | 1078.04 |
| 7 | Vanguard Small Cap Value ETF | VBR | Small Value | 0.1 | 7.11 | 1.66 | 14.31 | 1439.15 |
| 8 | WisdomTree SmallCap Dividend | DES | Small Value | 0.38 | 7.36 | 6.16 | 16.16 | 846.64 |
| 9 | iShares S&P SmallCap 600 Index | IJR | Small Blend | 0.2 | 5.4 | 2.66 | 14.84 | 1077.62 |
| 10 | WisdomTree SmallCap Earnings | EES | Small Blend | 0.38 | 5.29 | 1.78 | 15.27 | 655.89 |
| 11 | Guggenheim S&P Smallcap 600 Pure Growth | RZG | Small Growth | 0.35 | 4.67 | 4.34 | 16.59 | 1019.41 |
| 12 | iShares Morningstar Small Growth Index | JKK | Small Growth | 0.3 | 5.29 | -0.17 | 14.35 | 1674.78 |
| 13 | PowerShares FTSE RAFI US 1500 Small-Mid | PRFZ | Small Blend | 0.39 | 5.37 | -2.38 | 15.15 | 924.29 |
| 14 | SPDR S&P 600 Small Cap Value ETF | SLYV | Small Value | 0.27 | 5.02 | 3.01 | 14.35 | 912.22 |
| 15 | First Trust Small Cap Core AlphaDEX | FYX | Small Blend | 0.7 | 2.98 | 0.02 | 14.01 | 756.4 |
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