iShares S&P Small-Cap 600 Value ETF

IJS tracks an index of small-cap US stocks. The index uses three factors to select value firms from the S&P 600.

Alerian MLP ETF

Avantis U.S. Small Cap Value ETF

Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF

First Trust NASDAQ Global Auto Index Fund

Dimensional US Small Cap ETF

Goldman Sachs Activebeta U.S. Small Cap Equity ETF

iShares Core S&P Small Cap ETF

iShares S&P Small-Cap 600 Growth ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

ROBO Global Robotics and Automation ETF

iShares MSCI USA Small-Cap Multifactor ETF

Procure Space ETF

Vanguard Small-Cap ETF

Small-cap ETFs have started the year hot relative to other investment factors, whether thanks to their valuations or their ability to be nimble. Today, the VettaFi voices gather around the water cooler to talk about how best to understand small-caps and peel back some of the misconceptions around the asset class.

VettaFi Voices On: The Surprises Inside Small-Cap ETFs

Invesco S&P SmallCap Value with Momentum ETF

The iShares S&P Small-Cap 600 Value ETF invests based on the S&P SmallCap 600 Value Index. The Invesco S&P SmallCap Value with Momentum ETF invests based on the S&P SmallCap 600 High Momentum Value Index.

I Replaced IJS ETF With XSVM ETF: Good Timing?

Should iShares S&P SmallCap 600 Value ETF (IJS) Be on Your Investing Radar?

iShares S&P Small-Cap 600 Value ETF claims to give you exposure to the size and value premium. The expense ratio is low and enticing.

IJS: Lacking The Small-Cap Value Premium

IJS is a value ETF picking stocks in the S&P SmallCap 600 Index. Financials and industrials weigh 39.4% of the portfolio.

Small Cap Value ETFs: IJS Is Lagging AVUV In 2022

iShares S&P Mid-Cap 400 Value ETF

iShares S&P Mid-Cap 400 Growth ETF

iShares S&P 500 Value ETF

iShares S&P 500 Growth ETF

iShares MSCI USA Momentum Factor ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 High Beta ETF

iShares Edge MSCI Min Vol USA ETF

Vanguard U.S. Liquidity Factor ETF

Vanguard High Dividend Yield ETF

Vanguard High Dividend Yield (VYM) is the top performer for US equity factors, but in 2022 that translates to a relatively modest loss. Value stocks are also doing relatively well in 2022, posting the lightest factor losses after VYM.

High Dividend Yield Still Leader For U.S. Factor Returns In 2022

Vanguard Total Bond Market ETF

iShares MSCI Emerging Markets ETF

SPDR Gold Trust

iShares U.S. Treasury Bond ETF

iShares Gold Trust

iShares 7-10 Year Treasury Bond ETF

JPMorgan Equity Premium Income ETF

iShares 20+ Year Treasury Bond ETF

Vanguard S&P 500 ETF

S&P 500 and total stock market ETFs amassed maximum assets in the third quarter of 2022.

ETF Asset Report of Third-Quarter 2022

Since the June 30 update, growth has outperformed value across the large, mid and small-cap asset classes. Looking at the annual returns, the performance premium for large-cap growth for the 5, 10 and 15 year time frames is still pretty sizable.

StyleBox Update: Growth Has Outperformed Value Since June 30 '22

VYM has certainly suffered so far in 2022, but the ETF's nearly 13% year to date haircut compares favorably against the broad stock market's 22.6% tumble via SPY. Momentum for the factor funds, unsurprisingly, is deeply negative.

High Dividend Yield Is Leading Edge Of Defense For U.S. Shares

The IJS tracks US value but small-cap as opposed to the IWD, which captures a similar sector distribution just starting at Berkshire Hathaway. The small cap discount factor appears pretty substantial. The IWD trades at 14x while the IJS trades at 12x.

IJS Actually Gives A Solid Small-Cap Discount

iShares MSCI EAFE Growth ETF

iShares iBoxx High Yield Corporate Bond ETF

iShares U.S. Energy ETF

Invesco QQQ

SPDR Portfolio Intermediate Term Treasury ETF

SPDR S&P 500 ETF Trust

During Refinitiv Lipper's fund flows week ended July 27, 2022, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third week in four, adding a net $6.1 billion. At the close of Refinitiv Lipper's fund flows week, U.S. broad-based equity indices traded positive for the fourth week in five - S&P 500 (+1.61%), Nasdaq (+1.13%), Russell 2000 (+1.12%), and DJIA (+1.01%).

U.S. Weekly Fund Flows Insight Report: Money Market Funds Realize Longest Weekly Inflows Streak Of The Year

iShares U.S. Financials ETF

Between May 15 '22 and June 30 '22, value deteriorated more than growth on a percentage basis probably due to the collapse in energy and crude oil in June '22. Across the rest of the style boxes, value held up well into mid-June '22 when weakness in energy and commodities took the value style lower.

Style Box Update: Growth Across All Market Caps Remains Out Of Favor

WisdomTree U.S. SmallCap Dividend Fund

iShares Russell 2000 Value ETF

SPDR S&P 600 Small Cap Value ETF

WisdomTree Bloomberg US Dollar Bullish Fund

Vanguard Small Cap Value ETF

Vanguard Russell 2000 Value ETF

Domestically-focused small-cap stocks and ETFs should better weather supply chain woes.

Top-Ranked Small-Cap ETFs to Avoid Global Supply Chain Woes

The broad market via SPDR S&P 500 is down more than 12% this year. Growth stocks generally are having a tough time in 2022 to no small degree due to the reversal of fortunes of tech shares.

Dividend Yield Factor Offers Port In Equity Storm This Year

IJS is a small-cap value ETF equivalent to VIOV and SLYV. It is heavy in financials and industrials.

IJS: Seeking Value In Small Caps

iShares Core High Dividend ETF

iShares Short Treasury Bond ETF

Invesco S&P 500 Low Volatility ETF

Vanguard Intermediate-Term Treasury ETF

The S&P 500 recorded its longest weekly losing streak since the dot-com bubble burst, per a Yahoo Finance article.

ETF Asset Report of Last Week: Treasuries Are Back

XSVM and IJS are both small-cap value ETFs, but XSVM has a momentum overlay that's been quite valuable over the last few years. Longer-term benefits, however, are less clear.

XSVM Vs. IJS: The Value Of Small-Cap Momentum

The iShares S&P Small-Cap 600 Value ETF invests based on the S&P SmallCap 600 Value Index, which holds around 460 stocks.

IJS Vs.VBR: Comparing Small-Cap Value ETFs That Use Different Indices

JPMorgan BetaBuilders Japan ETF

iShares MSCI EM ESG Optimized ETF

iShares MSCI Spain ETF

iShares MSCI United Kingdom ETF

iShares Latin America 40 ETF

iShares MSCI Intl Momentum Factor ETF

iShares MSCI Intl Multifactor ETF

Invesco RAFI Strategic Developed ex-US ETF

Invesco RAFI Strategic Emerging Markets ETF

SPDR S&P 400 Mid Cap Growth ETF

SPDR S&P 600 Small Cap Growth ETF

Vanguard International High Dividend Yield ETF

Growth and value equities lead the way. Targeted exposures are ascendant, while diversification is waning, in the international market.

ETF Global Dynamic Model Portfolio Rebalance - Q1 2022

Vanguard S&P Mid-Cap 400 Growth ETF

Vanguard S&P Mid-Cap 400 Value ETF

Vanguard S&P Small-Cap 600 Growth ETF

Vanguard S&P Small-Cap 600 Value ETF

Vanguard S&P 500 Growth ETF

Vanguard S&P 500 Value ETF

The style-box updates feature the iShares ETFs since for the mid-quarter updates, the performance data on the benchmarks is not available until the end of every month, and then reported after a day or two delay. In 2021, mid and small-cap value finally beat their growth brethren, but in large-cap, growth continues to be the king.

StyleBox Update: Mid And Small-Cap Value Outperform In 2021

Since the uptrend resumed on 9/21, small-cap value IJS gained 13.60% almost twice as much as SPY, which gained 7.79%.

IJS: Small-Cap Value Outperformed Since September Sell-Off

iShares JP Morgan USD Emerging Markets Bond ETF

Invesco DB US Dollar Index Bearish Fund

Invesco DB US Dollar Index Bullish Fund

The U.S. dollar strengthened lately versus a basket of major currencies.

U.S. Dollar Stands Tall: ETFs to Gain/Lose

ETF Global Dynamic Model Portfolio Rebalance - Q4 2021

SPDR Dow Jones Industrial Average ETF

iShares MSCI Emerging Markets ex China ETF

SPDR S&P Midcap 400 ETF Trust

Invesco S&P 500 Equal Weight ETF

SPDR Portfolio S&P 500 Growth ETF

SPDR Portfolio S&P 500 Value ETF

Vanguard FTSE Emerging Markets ETF

Since June 30th, 2021, large-cap growth has reasserted it's leadership, if only slightly, over large-cap value, even though for the small and mid-cap asset classes (SMID) value is still out-performing year-to-date. Using the Ycharts calculator, from March 23, 2020, to August 13th, 2021, the S&P 500's total return is/was 103%.

Style-Box Update: Mega-Cap Growth Reasserts Itself But Value Leads In SMID

IJS: Small Cap Value Review

News for iShares S&P Small-Cap 600 Value ETF ETF (IJS)