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Yahoo
23-06-2025
- Business
- Yahoo
Should iShares Morningstar Small-Cap ETF (ISCB) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares Morningstar Small-Cap ETF (ISCB), a passively managed exchange traded fund launched on 06/28/2004. The fund is sponsored by Blackrock. It has amassed assets over $229.55 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market. With more potential comes more risk, and small cap companies, with market capitalization below $2 billion, epitomizes this way of thinking. Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.04%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 1.44%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 18.80% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Duolingo Inc Class A (DUOL) accounts for about 0.41% of total assets, followed by Tapestry Inc (TPR) and Bjs Wholesale Club Holdings Inc (BJ). The top 10 holdings account for about 3.06% of total assets under management. ISCB seeks to match the performance of the MORNINGSTAR US SMALL CAP EXTENDED INDEX before fees and expenses. The Morningstar US Small Cap Extended Index comprises of small-capitalization U.S. equities. The ETF has lost about -2.89% so far this year and was up about 8.01% in the last one year (as of 06/23/2025). In the past 52-week period, it has traded between $47.12 and $64.30. The ETF has a beta of 1.10 and standard deviation of 21.62% for the trailing three-year period. With about 1589 holdings, it effectively diversifies company-specific risk. IShares Morningstar Small-Cap ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, ISCB is a reasonable option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $62.54 billion in assets, iShares Core S&P Small-Cap ETF has $76.94 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Morningstar Small-Cap ETF (ISCB): ETF Research Reports BJ's Wholesale Club Holdings, Inc. (BJ) : Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports Tapestry, Inc. (TPR) : Free Stock Analysis Report Duolingo, Inc. (DUOL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
Small Business Optimism Grows: What's Ahead for ETFs?
Small business owners grew more optimistic in May, reflecting improved expectations for business conditions and sales, according to the latest data from the National Federation of Independent Business (NFIB). The latest data revealed that the small business optimism index climbed to 98.8 in May, up from 95.8 in April. This marked the first rise since September. Small businesses serve as a vital barometer of the U.S. economy. The rebound in optimism could reflect a stabilizing business environment, offering a bullish signal for market sentiment and boding well for small-cap stocks and this, we have highlighted a few top-ranked ETFs that could be better plays going forward. These are iShares Core S&P Small-Cap ETF IJR, iShares Russell 2000 ETF IWM, Vanguard Small-Cap ETF VB, Schwab U.S. Small-Cap ETF SCHA and Vanguard Russell 2000 ETF VTWO. These funds have a Zacks ETF Rank #1 (Strong Buy) or #2 (Buy), suggesting their outperformance in the months ahead. Economic data in May reinforced optimism. After five consecutive months of declines, consumer confidence rebounded. The U.S. labor market remained resilient amid the tariff chaos. The economy added more-than-expected 139,000 jobs in May and the unemployment rate remained unchanged at 4.2% (read: S&P 500 Wraps Up Best May Since 1990: 5 Top Stocks in the ETF). The share of business owners expecting improved business conditions jumped 10 percentage points month over month to 25%, while those anticipating higher real sales volumes rose 11 points to 10%.Although optimism recovered in May, uncertainty is still high among small business owners as taxes, tariffs and inflation fear are keeping owners on edge. Taxes have emerged as the top concern, cited by 18% of the respondents. This is the first time this issue has ranked highest since late 2020, surpassing worries about labor quality and inflation. Inflation remains a concern, too, with 14% of owners listing it as their biggest problem even though consumer prices rose just 2.3% year over year in April, the lowest reading since February 2021. According to World Bank forecasts, U.S. economic growth will likely slow down to 1.4% this year from 2.8% in 2024, citing the burden from Trump's tariffs. The agency also stated that the rise in trade barriers, heightened uncertainty and the spike in financial market volatility are set to weigh on private consumption, international trade and investment. We have profiled the abovementioned ETFs here:iShares Core S&P Small-Cap ETF (IJR) iShares Core S&P Small-Cap ETF is the largest and most popular ETF in the small-cap space, with an AUM of $78.1 billion and an average daily volume of 4 million shares. It follows the S&P SmallCap 600 Index and holds 629 stocks in its basket, with none accounting for more than 0.6% of the assets. Industrials, financials, consumer discretionary and information technology are the top four sectors with double-digit exposure each. The product charges investors 6 bps in annual Russell 2000 ETF (IWM)iShares Russell 2000 ETF tracks the Russell 2000 Index and holds 1,934 well-diversified stocks in its basket. IWM has key holdings in financials, industrials, healthcare, and information technology. iShares Russell 2000 ETF has AUM of $61.9 billion and trades in an average daily volume of 30 million shares. It charges 19 bps in annual fees (read: 3 Factors That Could Give Struggling Small-Cap ETFs a Boost).Vanguard Small-Cap ETF (VB) Vanguard Small-Cap ETF follows the CRSP US Small Cap Index and holds a basket of 1,349 stocks, with none holding more than 0.5% of the assets. Vanguard Small-Cap ETF is widely spread across various sectors, with industrials, consumer discretionary, financials, information technology and healthcare being the top five. Vanguard Small-Cap ETF has AUM of $62.4 billion and trades in a solid average daily volume of about 826,000 shares. It charges 5 bps in fees per year from investors. Schwab U.S. Small-Cap ETF (SCHA) Schwab U.S. Small-Cap ETF tracks the Dow Jones U.S. Small-Cap Total Stock Market Index, holding 1,713 stocks in its basket. Each security accounts for less than 0.5% of the assets. SCHA is widely spread across sectors, with financials, industrials, health care, information technology and consumer discretionary having double-digit exposure each. Schwab U.S. Small-Cap ETF has amassed $17 billion in its asset base and sees a solid volume of around 2.3 million shares a day. It has an expense ratio of 0.04%. Vanguard Russell 2000 ETF (VTWO)Vanguard Russell 2000 ETF tracks the Russell 2000 Index, holding 1,955 stocks in its basket, with none making up for more than 0.7% of the assets. It is widely spread across various sectors, with financials, industrials, healthcare, consumer discretionary, and information technology being the top five. Vanguard Russell 2000 ETF has accumulated $12.3 billion in its asset base and trades in an average daily volume of 1.3 million shares. The product charges 7 bps in annual fees. While confidence among small-cap companies is improving, they continue to grapple with headwinds such as evolving tax policies, persistent labor shortages and tighter credit conditions. These challenges could impact their earnings potential and could shape the trajectory of U.S. recovery. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Russell 2000 ETF (IWM): ETF Research Reports iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports Schwab U.S. Small-Cap ETF (SCHA): ETF Research Reports Vanguard Small-Cap ETF (VB): ETF Research Reports Vanguard Russell 2000 ETF (VTWO): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
09-06-2025
- Business
- Yahoo
Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?
The Schwab U.S. Small-Cap ETF (SCHA) was launched on 11/03/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market. The fund is sponsored by Charles Schwab. It has amassed assets over $17.11 billion, making it one of the largest ETFs attempting to match the Small Cap Blend segment of the US equity market. Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.04%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 1.58%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 18.90% of the portfolio. Industrials and Information Technology round out the top three. Looking at individual holdings, Duolingo Inc Class A (DUOL) accounts for about 0.56% of total assets, followed by Affirm Holdings Inc Class A (AFRM) and Reddit Inc Class A (RDDT). The top 10 holdings account for about 3.48% of total assets under management. SCHA seeks to match the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index before fees and expenses. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The ETF has lost about -3.58% so far this year and is up roughly 6.07% in the last one year (as of 06/09/2025). In the past 52-week period, it has traded between $20.42 and $28.32. The ETF has a beta of 1.11 and standard deviation of 22.31% for the trailing three-year period, making it a medium risk choice in the space. With about 1718 holdings, it effectively diversifies company-specific risk. Schwab U.S. Small-Cap ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, SCHA is an excellent option for investors seeking exposure to the Style Box - Small Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $62.92 billion in assets, iShares Core S&P Small-Cap ETF has $78.18 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Schwab U.S. Small-Cap ETF (SCHA): ETF Research Reports iShares Russell 2000 ETF (IWM): ETF Research Reports iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports Affirm Holdings, Inc. (AFRM) : Free Stock Analysis Report Duolingo, Inc. (DUOL) : Free Stock Analysis Report Reddit Inc. (RDDT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
05-06-2025
- Business
- Yahoo
Should Invesco S&P SmallCap Quality ETF (XSHQ) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Invesco S&P SmallCap Quality ETF (XSHQ) is a passively managed exchange traded fund launched on 04/06/2017. The fund is sponsored by Invesco. It has amassed assets over $324.17 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market. There's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk. Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.29%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.32%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 23.20% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Corcept Therapeutics Inc (CORT) accounts for about 2.85% of total assets, followed by Armstrong World Industries Inc (AWI) and Adma Biologics Inc (ADMA). The top 10 holdings account for about 21.84% of total assets under management. XSHQ seeks to match the performance of the SmallCap 600 Quality Index before fees and expenses. The S&P SmallCap 600 Quality Index is composed of 120 securities in the S&P SmallCap 600 Index that have the highest quality score, which is calculated based on the average of three fundamental measures: return on equity, accruals ratio and financial leverage ratio. The ETF has lost about -4.86% so far this year and was up about 2.99% in the last one year (as of 06/05/2025). In the past 52-week period, it has traded between $34.34 and $47.59. The ETF has a beta of 0.98 and standard deviation of 21.87% for the trailing three-year period. With about 118 holdings, it effectively diversifies company-specific risk. Invesco S&P SmallCap Quality ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, XSHQ is a reasonable option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $63.94 billion in assets, iShares Core S&P Small-Cap ETF has $77.65 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P SmallCap Quality ETF (XSHQ): ETF Research Reports Armstrong World Industries, Inc. (AWI) : Free Stock Analysis Report Corcept Therapeutics Incorporated (CORT) : Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports ADMA Biologics Inc (ADMA) : Free Stock Analysis Report iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
29-05-2025
- Business
- Yahoo
Should Global X Russell 2000 ETF (RSSL) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Global X Russell 2000 ETF (RSSL), a passively managed exchange traded fund launched on 06/04/2024. The fund is sponsored by Global X Management. It has amassed assets over $1.35 billion, making it one of the larger ETFs attempting to match the Small Cap Blend segment of the US equity market. Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk. Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments. Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same. Annual operating expenses for this ETF are 0.08%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.28%. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 19.40% of the portfolio. Industrials and Healthcare round out the top three. Looking at individual holdings, Sprouts Farmers (SFM) accounts for about 0.73% of total assets, followed by Insmed Inc (INSM) and Carpenter Technology (CRS). The top 10 holdings account for about 4.21% of total assets under management. RSSL seeks to match the performance of the RUSSELL 2000 RIC CAPPED INDEX before fees and expenses. The Russell 2000 RIC Capped Index measures the performance of the small-capitalization sector of the U.S. equity market. The ETF has lost about -6.85% so far. In the past 52-week period, it has traded between $68.51 and $95.64. With about 1940 holdings, it effectively diversifies company-specific risk. Global X Russell 2000 ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, RSSL is a good option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $64.13 billion in assets, iShares Core S&P Small-Cap ETF has $76.97 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Global X Russell 2000 ETF (RSSL): ETF Research Reports Carpenter Technology Corporation (CRS) : Free Stock Analysis Report Insmed, Inc. (INSM) : Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports Sprouts Farmers Market, Inc. (SFM) : Free Stock Analysis Report iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
