This asset class offers broad exposure to domestically focused small-cap companies across the growth and value spectrum. Blend strategies track indexes like the Russell 2000 or CRSP Small Cap, capturing entrepreneurial firms that benefit from economic expansion and innovation.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VB (Vanguard Small-Cap ETF) | 14.95% | 29.78% | 17.69% | 7.26% | 11.27% | 11.22% | 9.63% | … | … |
| IJR (iShares Core S&P Small Cap ETF) | 16.89% | 33.61% | 15.68% | 5.91% | 10.75% | 11.45% | 9.24% | … | … |
| IWM (iShares Russell 2000 ETF) | 18.84% | 41.60% | 19.00% | 6.43% | 10.97% | 10.56% | 8.76% | … | … |
| IWC (iShares Micro-Cap ETF) | 21.41% | 58.00% | 22.83% | 5.88% | 11.39% | 10.72% | 7.70% | … | … |
| SCHA (Schwab U.S. Small-Cap ETF) | 20.80% | 41.92% | 19.73% | 7.31% | 11.12% | 11.01% | NA | … | … |
| DFAS (Dimensional U.S. Small Cap ETF) | 14.00% | 29.38% | 16.22% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/15/2021
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