Best Stock Exchange Traded Funds
These top small value funds are selected based on its YTD performance in 2014. Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.YTD top performing small value ETFs 2014 are:
- PowerShares S&P SmallCap Low Volatility ETF (XSLV) 10.9%
- Vanguard Small-Cap Value ETF (VBR) 10.85%
- iShares Morningstar Small-Cap Value ETF (JKL) 10.13%
- Guggenheim S&P MidCap 400 Pure Value ETF (RFV) 8.48%
- WisdomTree SmallCap Dividend ETF (DES) 7.39%
- iShares S&P Small-Cap 600 Value ETF (IJS) 7.38%
- Vanguard S&P Small-Cap 600 Value ETF (VIOV) 7.26%
- First Trust Mid Cap Value AlphaDEX ETF (FNK) 6.2%
- PowerShares Fundamental Pure Small Value ETF (PXSV) 5.31%
- iShares Russell 2000 Value ETF (IWN) 4.22%
- Vanguard Russell 2000 Value ETF (VTWV) 4.16%
- First Trust Small Cap Val AlphaDEX ETF (FYT) 3.44%
- Guggenheim S&P SmallCap 600 PureValue ETF (RZV) 1.68%
- SPDR S&P 600 Small Cap Value ETF (SLYV) 1.14%
- PowerShares Zacks Micro Cap ETF (PZI) -3.49%
PowerShares S&P SmallCap Low Volatility ETF
This top small value ETF is based on the S&P SmallCap 600 Low Volatility Index. The current dividend yield is 2.10%. It has low total assets of $57 million. The expense fee is 0.34%. In 2014, the year-to-date return is 10.90%.More: Top Small Growth ETFs 2014
Top 5 stocks in its portfolio are Capstead Mortgage Corp, Proassurance Corp, ALLETE Inc, Acadia Realty Trust, and Piedmont Natural Gas Co. Top 3 sectors are real estate, financial services, and utilities.
Vanguard Small-Cap Value ETF
Vanguard Small-Cap Value ETF is a five-star ETF. The current share price is $106.05. It has a dividend yield of 1.72%. With total assets of $4.82 billion, it has a low expense fee of 0.09%.More: Best Vanguard ETFs 2014
This best performing small value ETF has YTD return of 10.85% in 2014. It has returned 21.24% over the past 3 year, and 16.23% over the past 5 year. Top 3 equities in its assets are Alaska Air Group Inc, Snap-on Inc, and Arthur J Gallagher & Co.
iShares Morningstar Small-Cap Value ETF
iShares Morningstar Small-Cap Value ETF has $425 million of assets. This top small value ETF has 5 star rating. With expense fee of 0.30%, it has a yield of 1.86%.Fund Performance
| No | ETF Name | Symbol | Expense Ratio (%) | Market Return YTD |
|---|---|---|---|---|
| 1 | PowerShares S&P SmallCap Low Volatility ETF | XSLV | 0.26 | 10.9 |
| 2 | Vanguard Small-Cap Value ETF | VBR | 0.09 | 10.85 |
| 3 | iShares Morningstar Small-Cap Value ETF | JKL | 0.30 | 10.13 |
| 4 | Guggenheim S&P MidCap 400 Pure Value ETF | RFV | 0.35 | 8.48 |
| 5 | WisdomTree SmallCap Dividend ETF | DES | 0.38 | 7.39 |
| 6 | iShares S&P Small-Cap 600 Value ETF | IJS | 0.25 | 7.38 |
| 7 | Vanguard S&P Small-Cap 600 Value ETF | VIOV | 0.20 | 7.26 |
| 8 | First Trust Mid Cap Value AlphaDEX ETF | FNK | 0.70 | 6.2 |
| 9 | PowerShares Fundamental Pure Sm Val ETF | PXSV | 0.39 | 5.31 |
| 10 | iShares Russell 2000 Value ETF | IWN | 0.25 | 4.22 |
| 11 | Vanguard Russell 2000 Value ETF | VTWV | 0.2 | 4.16 |
| 12 | First Trust Small Cap Val AlphaDEX ETF | FYT | 0.7 | 3.44 |
| 13 | Guggenheim S&P SmallCap 600 PureValue ETF | RZV | 0.35 | 1.68 |
| 14 | SPDR S&P 600 Small Cap Value ETF | SLYV | 0.25 | 1.14 |
| 15 | PowerShares Zacks Micro Cap ETF | PZI | 0.7 | -3.49 |
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