This asset class concentrates on discounted small-cap businesses with improving fundamentals, where valuation metrics suggest upside potential. Value screens often favor financials, industrials, and energy producers that can benefit from economic upswings and mean reversion.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBR (Vanguard Small Cap Value ETF) | 12.51% | 27.37% | 17.22% | 8.12% | 10.49% | 11.01% | 9.01% | … | … |
| IJS (iShares S&P Small-Cap 600 Value ETF) | 16.70% | 39.28% | 15.35% | 5.84% | 9.76% | 10.36% | 8.04% | … | … |
| IWN (iShares Russell 2000 Value ETF) | 19.00% | 43.68% | 18.83% | 6.76% | 10.20% | 9.81% | 7.75% | … | … |
| DFSV (Dimensional US Small Cap Value ETF) | 16.23% | 36.37% | 18.03% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/24/2022
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