iShares Russell 2000 Value ETF
IWN
$219.94
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Moving Away From Megacaps? Here's How the Russell 2000 Value and S&P Mid-Cap 400 Value ETF Compare.
The article compares two value ETFs for investors seeking exposure beyond megacap tech stocks. IWN (Russell 2000 Value ETF) delivered stronger 1-year returns of 31% but carries higher volatility and fees, while IJJ (S&P Mid-Cap 400 Value ETF) offers lower costs (0.18% expense ratio), reduced drawdowns, and more stability. The choice depends on individual risk tolerance and portfolio goals.
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
XSVM, a passively managed small-cap value ETF launched in 2005, has gained 22.96% year-to-date and 24.21% over the past year. With $643.42 million in assets and a 0.37% expense ratio, it offers diversified exposure to small-cap value stocks with heavy allocation to Financials (49.7%). The fund received a Zacks ETF Rank of 3 (Hold), positioning it as a reasonable option for small-cap value investors, though larger competitors like IWN and VBR offer lower expense ratios.
Should Schwab Fundamental U.S. Small Company ETF (FNDA) Be on Your Investing Radar?
The Schwab Fundamental U.S. Small Company ETF (FNDA) is a passively managed small-cap value ETF with $9.17 billion in assets and a low 0.25% expense ratio. The fund has gained 18.97% year-to-date and 20.64% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds about 920 diversified holdings across sectors, with Industrials as the largest allocation at 19.1%.