High-performing small-value fund.

Associate Analyst

Zachary Evens

Meritage Homes

Insight Enterprises

ViaSat

John Bean Technologies

Essential Properties Realty Trust Inc

Group 1 Automotive

Itron

TRI Pointe Group

Avista

Arconic

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.

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

Vanguard S&P Mid-Cap 400 Growth ETF

Vanguard S&P Mid-Cap 400 Value ETF

iShares S&P 500 Growth 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

WisdomTree Bloomberg US Dollar Bullish 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

JPMorgan BetaBuilders Japan ETF

iShares MSCI United Kingdom ETF

iShares Latin America 40 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

ETF Global Dynamic Model Portfolio Rebalance - Q4 2021

SPDR Dow Jones Industrial Average ETF

iShares MSCI Emerging Markets ex China ETF

iShares Russell 2000 Value ETF

SPDR S&P Midcap 400 ETF Trust

Invesco QQQ

Invesco S&P 500 Equal Weight ETF

SPDR S&P 500 ETF Trust

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 Core S&P Small Cap 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

iShares iBoxx High Yield Corporate Bond ETF

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

iShares 20+ Year Treasury Bond ETF

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

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

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

SPDR S&P 600 Small Cap Value ETF

Vanguard Small-Cap ETF

Vanguard S&P Small-Cap 600 ETF

Invesco S&P SmallCap Value with Momentum 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?

How long can small-cap value stocks outperform the rest of the factor field?

Small-Cap Value Still Leading U.S. Equity Factor Returns In 2021

For the last three years, the large-cap growth stocks have produced outsized returns. That has changed starting with the fourth quarter of 2020. Since then, small-cap value leads.

IJS: Small-Cap Value Likely To Outperform Large-Cap Growth

Avantis U.S. Small Cap Value ETF

Johnson & Johnson

Novavax

Vanguard Russell 2000 Value ETF

The U.S. small-cap index the Russell 2000 has outperformed its bigger peer equity gauges by wide margin this year.

A Guide to Small-Cap Value ETF Investing

Up 33% for the year, the iShares S&P Small-Cap 600 Value ETF (IJS) is showcasing advantages in two investing categories: small cap equities and value. IJS seeks to track the investment results of the S&P SmallCap 600 Value IndexTM, which measures the performance of the small-capitalization value sector of the U.S. equity market.

Small Caps, Value, or Both? ‘IJS' Capitalizing On Two Hot Trends

Small cap stocks in general are running hot this year. The second-strongest US equity factor performance in 2021 is a core portfolio in the small-cap space (IJR) while the fourth-best year-to-date gain is held by small-cap growth (IJT).

Small-Cap Value Is 2021's Top-Performing US Equity Factor

When it comes to rotating out of growth-fueled investments and into value-tilted assets, investors shouldn't forget about small-cap equities. While they might tend to lean towards the growth side of the equation, investors can still get value exposure in small-caps with ETFs like the iShares S&P Small-Cap 600 Value ETF (IJS).

It's Not Just for Large-Caps: The Value-Driven IJS ETF

The Small Cap Value style ranks eighth in Q4'20. Based on an aggregation of ratings of 19 ETFs and 171 mutual funds in the Small Cap Value style.

Best And Worst Q4 2020: Small Cap Value ETFs And Mutual Funds

iShares MSCI Frontier 100 ETF

iShares MSCI China ETF

Invesco S&P 500 Equal Weight Technology ETF

SPDR S&P Biotech ETF

ProShares MSCI EAFE Dividend Growers ETF

Index funds offer investors the opportunity for diversified growth. With the S&P 500 and Dow Jones up so much in 2020, here are 7 others.

7 Index Funds To Buy For Diversified Growth in 2021

Academic research has identified factors some index investors believe give them an edge. Small Cap Value emerges as the most popular factor combination. Despite recent underperformance some investors believe Small Cap Value ETFs are about to outperform again.

IJS: Will The Real Small Cap Value ETF Please Stand Up

First Trust DJ Global Select Dividend Index Fund

SPDR S&P Bank ETF

Invesco Dynamic Oil & Gas Services ETF

First Trust NASDAQ Technology Dividend Index Fund

If things turn right on the vaccine front in the coming days, one can surely expect a rise in economic activity and bond yields, and a rally in value stocks.

Value or Growth: Which ETFs to Play Ahead?

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