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The Vanguard Morningstar Small-Cap Value ETF carries a significantly lower expense ratio than the State Street SPDR S&P 600 Small Cap Value ETF. The State Street SPDR S&P 600 Small Cap Value ETF delivered stronger 1-year total returns but has a smaller asset base and deeper 5-year drawdown.
Small-cap equities are winning out against their large-cap counterparts in a classic David versus Goliath ETF battle. After years of mega-cap technology dominance, small-cap equities have delivered investors a historic first half of 2026.
Everhart Financial Group Inc. cut its holdings in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV) by 55.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,795 shares of the company's stock after selling 10,969 shares during the period. Everhart Financial Group
Avior Wealth Management LLC increased its holdings in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV) by 43.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 99,126 shares of the company's stock after purchasing an additional 29,902 shares during
Arkadios Wealth Advisors purchased a new stake in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 10,580 shares of the company's stock, valued at approximately $1,001,000. A number of other hedge funds
Small-cap value stocks are the best performers year to date and over the past 12 months. The Vanguard Small Cap Value ETF has lower fees and solid long-term returns.
State Street's SPDR S&P 600 Small Cap Value ETF (SLYV) is rated 'Buy' for broadening equity exposure beyond mega-cap tech and AI stocks. SLYV provides diversified, low-cost access to profitable US small-cap companies, capitalizing on recent small-cap outperformance versus SPY. The fund's nearly 26-year track record, $4.8B AUM, and 45% turnover rate support its credibility and liquidity.
IJJ has delivered a higher five-year total return with less volatility than SLYV. SLYV carries a lower expense ratio and offers a higher dividend yield than IJJ.