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United Therapeutics

Vanguard Small Cap Value ETF

VBR tracks the CRSP US Small Cap Value Index. The index selects from a list of stocks in the 85-99% range of market cap, based on five value factors.

Dimensional US Small Cap Value ETF

The article reviews and compares the Dimensional US Small Cap Value ETF now and what I saw back in February. Besides updating the data on DFSV, I compare its returns against an index-based SCV ETF and a total SC ETF. DFSV is beating them both. After again reviewing the DFSV ETF, it is still ahead of the VBR ETF and thus continues to warrant a Buy rating.

DFSV: Still Outperforming The Better Known VBR ETF

Small-cap stocks have experienced pressure since the start of the year despite a strong equity market rally. Vanguard Small-Cap Value Index Fund ETF Shares has a diverse stock composition with financials and industrials making up around 40% of the total fund weight. VBR's performance has been negatively affected by the uncertain macroeconomic outlook, rising interest rates, and an unexpected tech rally, suggesting short-term downside risk may be greater than upside potential.

VBR: Facing Headwinds But Potential Likely Ahead

VBR is an ETF that represents a good proxy for the Small-Cap Value Morningstar. Value stocks are currently trading at very attractive valuations, and usually represent "slow compounders" that create returns through EPS growth rather than meteoric increases in P/E ratios. The "Bitcoin effect" has led investors to seek out high-growth, high-risk assets.

VBR: Value Over Growth? The Bitcoin Effect

The Vanguard Small-Cap Value ETF has been given a buy rating due to its low cost, high liquidity, low valuation, and recent positive momentum. The ETF features exposure to small and mid-sized US stocks, with a significant allocation to blend and a 10% weight in growth companies; it also has a high yield and strong liquidity. Despite a bearish seasonal trend from mid-July to late October, VBR's compelling valuation, strong metrics, and improved technical momentum suggest more gains are likely.

VBR: Small-Cap Value Turns Higher, Remains An Effective Long-Term Core Holding

Invesco QQQ

iShares 0-3 Month Treasury Bond ETF

Nasdaq-100 stocks are up 40% this year, but they are still not at levels comparable to the dot-com bubble. Technology stocks will perform well as long as earnings growth remains strong.

Are Tech Stocks in a Bubble?

iShares Core S&P Small Cap ETF

iShares Russell 2000 ETF

iShares Russell 2000 Value ETF

Schwab U.S. Small-Cap ETF

After lagging this year, small-cap stocks have been showing strong momentum since the start of June, beating the broader market.

Top-Ranked ETFs to Buy on Small-Cap Comeback

iShares Russell 1000 Growth ETF

Vanguard FTSE Developed Markets ETF

The more I write about investments, the more I'm convinced the average investor should focus on must-buy ETFs rather than must-buy stocks for their investment portfolios. The reality is that ETFs are less volatile than stocks.

3 ETFs to Put on Your Must-Buy List for June 2023

O'Shares US Small-Cap Quality Dividend ETF

Investors understand very well the virtues of dividends. Current income investing in dividends specifically has proven to be a leading theme over an up-and-down 12 months.

2 Quality Small Caps to Watch in OUSM

Advisorshares Restaurant ETF

iShares U.S. Aerospace & Defense ETF

iShares U.S. Consumer Services ETF

Technology Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

The U.S. debt deal may produce these winners and losers in the near term.

U.S. Debt Deal: ETFs to Win/Lose

iShares S&P Small-Cap 600 Value ETF

Investors often use index-based style-driven ETFs to support their asset allocation. Despite my efforts, expense ratio is often the most important factor used when choosing an ETF.

Chart of the Week: Small-Cap Value ETFs Are Built Differently

iShares Russell 1000 Value ETF

Vanguard Small-Cap Growth

Value stocks were lagging growth equities on Wednesday afternoon, in a choppy trading session as investors assessed fresh U.S. inflation data for April.

Value stocks lag growth equities after U.S. CPI inflation report

VBR: Small Cap Value Too Cheap To Ignore.

VBR: Small Cap Value Too Cheap To Ignore

Avantis U.S. Small Cap Value ETF

Invesco Senior Loan ETF

Global X Russell 2000 Covered Call ETF

Schwab Strategic Trust-Schwab International Dividend Equity ETF

 SPDR Blackstone Senior Loan ETF

Vanguard Total International Stock ETF

Vanguard International High Dividend Yield ETF

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions

SPDR S&P Dividend ETF

Materials Select Sector SPDR Fund

Energy Select Sector SPDR Fund

Traditionally, April brings with it seasonal tailwinds for the equity world.

5 Top-Ranked ETFs to Buy for April

The ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) is a compelling offering as it has generated sizable outperformance over competitor small- and mid-cap funds. OUSM has produced strong returns, outpacing the Russell 2000 and mid-caps, as well as the Vanguard Small Cap Value ETF (VBR).

OUSM Outperforms Small-, Mid-Cap Competitors

It's been a strong last few months for Avantis Investors, the brand from American Century Investments, with its largest ETF by AUM now approaching a new milestone of $6 billion in AUM. The small-cap value ETF, the Avantis U.S. Small Cap Value ETF (AVUV), currently sits at $5.

Avantis' Small-Cap Value ETF AVUV Nears $6 Billion

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 Growth ETF

The rebalancing resulted in the growth indexes being overweight in energy and health care.

Growth ETFs Diverge Significantly After S&P Rebalance

iShares Currency Hedged MSCI EAFE Small-Cap ETF

Legg Mason Low Volatility High Dividend ETF

Invesco DB US Dollar Index Bullish Fund

Amplify Inflation Fighter ETF

While rising rate concerns are prevalent in the market, investors may find these ETF options as intriguing picks for March.

5 ETFs to Pick for March

The Dimensional US Small Cap Value ETF is closing in on its first anniversary. It has done better than many other Small-Cap Value ETFs. The Vanguard Small-Cap Value ETF, a very popular SCV ETF, is reviewed as a comparison choice.

DFSV Vs. VBR: New Small-Cap Value Beating Vanguard's

Small-cap value stocks are trading with incredibly cheap valuations. VBR is a simple, cheap, strong small-cap value index ETF, offering investors diversified exposure to these securities.

VBR: Simple, Cheap, Strong, Small-Cap Value Index ETF

Blackrock Inc

Roundhill Deep Value

iShares MSCI International Value Factor ETF

USAA MSCI Emerging Markets Value Momentum Blend Index ETF

Vanguard Mid-Cap Value ETF

Vanguard Value ETF

Value ETFs can net serious profits over time.

Best Value ETFs to Invest In

Vanguard Long-Term Bond ETF

SPDR S&P Biotech ETF

These ETFs could be big winners in the new year.

3 Unstoppable ETFs to Stock Up On in 2023

iShares Core S&P 500 ETF

PIMCO Enhanced Short Maturity Active ETF

SPDR Portfolio Short Term Treasury ETF

SPDR S&P 500 ETF Trust

iShares TIPS Bond ETF

Vanguard Small-Cap ETF

Vanguard Mid-Cap ETF

Vanguard Total Stock Market ETF

S&P 500 and value ETFs amassed huge assets last week while TIPs and short-term bond ETFs lost assets.

S&P 500 & Value ETFs That Hogged Attention Last Week

Should Vanguard SmallCap Value ETF (VBR) Be on Your Investing Radar?

Empirical evidence suggests that small-cap value funds have outperformed major large cap indices following bear markets. During prolonged periods of sideways U.S. markets, small-cap value index funds exhibited positive returns.

News for Vanguard Small Cap Value ETF ETF (VBR)