IJRETF

Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC) is reviewed as a passively managed small-cap blend ETF with $1.03 billion in assets and a 0.2% expense ratio. The fund has gained 12.94% year-to-date and 15.7% over the past year, with heavy exposure to Healthcare (20.9%). It received a Zacks ETF Rank of 3 (Hold), positioning it as a solid option for long-term investors seeking small-cap exposure, though competitors like iShares Russell 2000 ETF and iShares Core S&P Small-Cap ETF offer lower expense ratios.

The Invesco S&P SmallCap Quality ETF (XSHQ) offers broad exposure to small-cap blend stocks with a competitive 0.29% expense ratio and $288.61 million in assets. The ETF has gained 8.48% year-to-date and carries a Zacks ETF Rank of 3 (Hold), making it a reasonable option for small-cap exposure, though larger competitors like iShares Russell 2000 ETF and iShares Core S&P Small-Cap ETF offer lower expense ratios.

The Global X Russell 2000 ETF (RSSL) is a passively managed small-cap blend ETF launched in June 2024 with $1.39 billion in assets. It offers a low expense ratio of 0.08%, tracks the Russell 2000 index, and has returned 12.32% year-to-date and 11.06% over the past year.

The fund holds approximately 1,981 stocks with heavy exposure to Healthcare (19.9%), Financials, and Industrials sectors. It carries a Zacks ETF Rank of 3 (Hold) and is compared to larger competitors like Vanguard Morningstar Small-Cap ETF and iShares Core S&P Small-Cap ETF.

Invesco RAFI US 1500 Small-Mid ETF (PRFZ) is a passively managed small-cap blend ETF with $2.68 billion in assets and a 0.34% expense ratio. The fund has delivered 17.02% year-to-date returns and holds approximately 1,503 diversified holdings with heavy exposure to Healthcare. It received a Zacks ETF Rank of 2 (Buy), though larger competitors like iShares Russell 2000 ETF and iShares Core S&P Small-Cap ETF offer lower expense ratios.

The Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) is a smart beta ETF launched in 2017 with $266.89 million in assets. It has delivered 13.47% year-to-date returns and 14.99% over the past year with a 0.39% expense ratio.

The fund holds approximately 1,112 stocks with heavy exposure to Financials (29.8%), Healthcare, and Information Technology sectors. While OMFS offers diversified small-cap exposure, cheaper alternatives like IWM and IJR may be more suitable for cost-conscious investors.

VTWO, a passively managed small-cap blend ETF with $16.11 billion in assets, offers broad exposure to the small-cap segment with a low expense ratio of 0.06% and a dividend yield of 1.24%. The fund has gained 10.74% year-to-date and 11.62% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds approximately 2,001 diversified holdings with heaviest allocation to Healthcare (20%), Financials, and Industrials sectors.

The iShares U.S. Small-Cap Equity Factor ETF (SMLF) is a passively managed fund with $4.13 billion in assets offering exposure to small-cap blend stocks. With a low 0.15% expense ratio and strong year-to-date performance of 14.31%, it carries a Zacks ETF Rank of 3 (Hold). However, its high beta of 1.09 and standard deviation of 19.37% indicate elevated risk, making it suitable primarily for long-term investors seeking small-cap exposure.

The Invesco S&P SmallCap 600 Revenue ETF (RWJ) is reviewed as a sufficient small-cap blend option with $1.98 billion in assets and a 0.39% expense ratio. The ETF has gained 18.58% year-to-date and 19.42% over the past year, but carries higher risk with a beta of 1.10 and 21.66% standard deviation. It received a Zacks ETF Rank of 3 (Hold), with cheaper alternatives like Vanguard and iShares small-cap ETFs available.

First Trust Small Cap Core AlphaDEX ETF (FYX) is a passively managed small-cap blend ETF with $1.36 billion in assets and a 0.58% expense ratio. The fund has gained 22.25% year-to-date and 25.52% over the past year, with a Zacks ETF Rank of 3 (Hold). It carries medium risk with a beta of 1.08 and holds 526 companies across various sectors, with Financials being the largest allocation at 20.5%.

Recent economic data shows PCE inflation came in softer than expected while Q2 GDP exceeded expectations. Market attention is now focused on the upcoming Friday employment report, which will be a key indicator for economic health and potential Federal Reserve policy decisions.