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.
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iShares Russell 2000 ETF · NYSE ARCA
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7 latestThe 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.
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.
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.
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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.
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%.
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