Comerica

Lumen Technologies

Robert Half Int.

Bath and Body Works

Alaska Air Group

V.F.

Mr. Cooper Group Inc

Dycom Industries

Lincoln National

SL Green Realty

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.

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 U.S. Treasury Bond ETF

iShares iBoxx High Yield Corporate Bond ETF

iShares 7-10 Year Treasury Bond ETF

iShares Core S&P Small Cap 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 S&P Mid-Cap 400 Value ETF

iShares S&P Mid-Cap 400 Growth ETF

iShares S&P Small-Cap 600 Growth ETF

iShares S&P 500 Value ETF

iShares S&P 500 Growth ETF

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

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

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 Core S&P 500 ETF

iShares Short Treasury Bond ETF

Invesco S&P 500 Low Volatility ETF

iShares 20+ Year Treasury Bond 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

Invesco S&P SmallCap Value with Momentum ETF

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

Vanguard Short-Term Bond ETF

iShares Core MSCI EAFE ETF

iShares TIPS Bond ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Health Care Select Sector SPDR Fund

The month of July was moderately upbeat for the S&P500. The month marked the sixth straight monthly gains.

ETF Asset Report of July

iShares Core U.S. Aggregate Bond ETF

ARK Innovation ETF

Vanguard Total Bond Market ETF

iShares Core S&P Total U.S. Stock Market ETF

Vanguard Total International Stock ETF

Following your gut can hurt portfolio performance.

What RIAs & Investors Can't Know

SPDR Bloomberg High Yield Bond ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

During Refinitiv Lipper's fund-flows week ended July 14, 2021, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the fifth week in a row, withdrawing $23.1 billion. Exchange-traded equity funds recorded $3.1 billion in weekly net inflows. This is the macro-group's second weekly inflows in the last three despite returning a negative 0.08% on average.

U.S. Weekly FundFlows Insight Report: Large Cap Funds Ingest $2.5 Billion As Small-Cap Funds Suffer Outflows Of $2.8 Billion

iShares Russell 2000 ETF

ProShares UltraPro Short S&P500

Exchange traded fund flows reveal investors are already prepping for a shift away from risky assets as equities trade toward record highs. The SPDR S&P 500 ETF Trust (SPY) experienced $3.9 billion in net outflows on Wednesday alone, the fund's biggest outflow in two months, after the benchmark S&P 500 closed at record highs, Bloomberg [.

ETF Flows Reveal Investors' Shifting Market Sentiment

Small-cap value stocks have been on a tear lately, dwarfing the performance of the S&P 500 since I made the bullish call last December.

IJS: There's Still Time To Hop On Board The Small-Cap Value Train

US equity factor strategies targeting high-beta and small-cap value shares continue to post the strongest performances so far in 2021. Invesco S&P 500 High Beta is in the lead with a 36.3% return year to date.

High Beta, Small Cap Value Lead U.S. Equity Factor Returns In 2021

Invesco S&P 500 High Beta edged up to a record close on Monday and remains firmly in the lead so far in 2021 for a broad set of ETFs tracking various slices of US equity factors. SPHB's sizzling year-to-date results are striking in relative as well as absolute terms at the moment.

High Beta Stocks Top U.S. Equity Factor Returns In 2021

Invesco S&P Smallcap 600 Revenue ETF

Schwab U.S. Small-Cap ETF

SPDR S&P 600 Small Cap ETF

Vanguard Small-Cap ETF

Vanguard S&P Small-Cap 600 ETF

An allocation to small caps could enhance your returns.

The Power Of Small Cap

It's been a year of revival so far for the previously trailing small-cap value space in the US stock market. For now, small-cap value is the top-performing equity risk factor year to date, based on a set of exchange traded funds.

Will The Rebound For Small-Cap Value Stocks Endure?

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