It has significantly outperformed its peers and the S&P 500 over the past five- (12.1%) and one-year periods (10.4%), but admittedly trailed both in the trailing three years (8.8%). This ETF gives investors the ability to trade options and is utilized by Partnervest Financial Group. Sprott ETFs. The iShares Russell 2000 Growth ETF (NYSEMKT:IWO)aims to track the Russell 2000, providing exposure to the small-cap markets. Typically low-growth utilities and consumer staples stocks combine to make up less than 6% of the portfolio. The underlying index measures the performance of stocks issued by small-cap companies that have exhibited value characteristics as determined by Morningstar's proprietary index methodology. JPMorgan Small Cap Growth A: PGSGX: B-C-Baron Discovery Fd Retail: BDFFX: B-C-Artisan … Small-cap exchange-traded funds (ETFs) are designed to invest in a basket of stocks with relatively small market capitalizations.

Here are 13 dividend stocks that each boast a rich history of uninterrupted payouts to shareholders that stretch back at least a century. Top individual holdings at the moment include Visa (V), Waste Management (WM) and Newmont Mining (NEM), and no stock makes up more than 1.7% of the portfolio at present. Turnover is a bit elevated at 46% annually, but its expense ratio is a reasonable 0.3% (compared to a 0.35% category average). Vanguard funds account for a third of the 100 most popular 401(k) retirement products. DVY’s 0.39% expenses are a bit more than the 0.35% average expense ratio for the large-cap value category, but the fund has outperformed the category in every meaningful time period. This large-cap blend fund selects 100 stocks from the S&P 500 that have had the lowest volatility over the preceding 12 months. Valdez, director of investments and portfolio manager at Partnervest Financial Group. Small caps "typically don't move in lockstep with the market," says Mike Loewengart, chief investment officer at E-Trade Financial. Subscribe to our daily newsletter to get investing advice, rankings and stock market news. SPLV has returned 11.6% over the trailing 12 months, putting it in the top 96% of all large-cap funds and topping the S&P 500’s 10.9% performance in that time. Nonetheless, it has done well in a mostly bull-market environment since inception. Accessed Nov. 9, 2020. The best-performing small-cap ETF for Q4 2020, based on performance over the past year, is the ETFMG Prime Junior Silver ETF . The index contains a minimum of 40 stocks, which are equally weighted and broadly diversified across industry sectors. The recent passing of Vanguard founder John Bogle was a great loss for the investment world. Also nice is that its risk is rated below average compared to the competition. The ETF tracks the NASDAQ US Dividend Achievers Select Index – a group of stocks that boasts at least 10 consecutive years of annual dividend increases. Discover the 20-best small-cap mutual funds. This is a sprawling portfolio of nearly 400 stocks, most of which are large-cap in nature. This is because small-cap companies are more sensitive to economic growth and are domestically focused. Mid-cap … Capital continues to pour into indexed products, and Moody’s predicts they will grow to represent 50% of the total investment market within five years. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Accessed Nov. 9, 2020. Accessed Nov. 9, 2020. About 47% of the fund's 39 holdings are based in Canada, while 17% and 15% are based in Australia and the U.S., respectively.

Accessed Nov. 9, 2020. VIG holds 180 such stocks, which are mostly blue-chip in nature – the largest weights at the moment go to Microsoft (MSFT), Walmart (WMT) and Johnson & Johnson (JNJ). However, long-term investors have been well-compensated for their risk. "JKK - iShares Morningstar Small-Cap Growth ETF." Turnover is on the low side at 27% per year, and DON’s expense ratio of 0.38% compares favorably to the 0.44% average for the mid-cap value category. EFAV’s performance has been mixed, topping its benchmark in the five- and one-year periods, but coming up more than two percentage points short in the three-year. This is typical of funds that own foreign stocks because non-U.S. companies’ dividends often are determined based on a percentage of earnings year to year.