Overview
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This strategy tracks a market-cap-weighted index of primarily small-cap US stocks, representing a small portion of the total market. This strategy focuses on the growth potential of smaller companies, offering investors targeted exposure to this dynamic segment of the US equity market. With a diversified portfolio of holdings it provides a broad approach to small-cap investing.
Top Holdings:
596 Securities
Top Sector:
Industrials
Similar ETF's
IJR
SPSM
VIOO
SLYG
IJT
SLYV
IJS
VIOV
Past Performance
Period From - To
Sim.Simulated Investment
Slippage (bps)
Rebalance FrequencyFreq.
Our interactive backtest tools is not reflective of actual live performance and these returns are hypothetical. Actual costs resulting from live trading may differ significantly, and backtest pricing data is not indicative realtime pricing data. Past performance is not an indicator of future performance. Learn more about how backtests work on Double here
Name | Allocation |
---|---|
Industrials · 95 | 19.29% |
Financials · 117 | 19.02% |
Consumer Discretionary · 82 | 13.05% |
Information Technology · 68 | 12.55% |
Health Care · 68 | 9.88% |
Real Estate · 49 | 7.51% |
Materials · 27 | 5.18% |
Energy · 30 | 3.94% |
Consumer Staples · 26 | 2.99% |
Communication Services · 22 | 2.82% |
Utilities · 12 | 2.13% |
Name | Overlap % | AUM | Expense Ratio |
---|---|---|---|
IJR iShares Core S&P Small Cap ETF | 98.35% | $82.91B | 0.06% |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | 97.73% | $11.90B | 0.03% |
VIOO Vanguard S&P Small Cap 600 ETF | 94.03% | $2.94B | 0.10% |
SLYG SPDR S&P 600 Small Cap Growth ETF | 65.04% | $3.51B | 0.15% |
IJT iShares S&P Small Cap 600 Growth ETF | 64.99% | $6.23B | 0.18% |
SLYV SPDR S&P 600 Small Cap Value ETF | 62.34% | $3.85B | 0.15% |
IJS iShares S&P Small Cap 600 Value ETF | 62.21% | $6.38B | 0.18% |
VIOV Vanguard S&P Small Cap 600 Value ETF | 61.93% | $1.33B | 0.10% |
Sector | Weight |
---|---|
Industrials | 19.61% |
Financials | 19.33% |
Consumer Discretionary | 13.27% |
Information Technology | 12.76% |
Health Care | 10.05% |
Real Estate | 7.63% |
Materials | 5.27% |
Energy | 4.01% |
Consumer Staples | 3.04% |
Communication Services | 2.86% |
Utilities | 2.17% |
Industrials
19.61%Financials
19.33%Consumer Discretionary
13.27%Information Technology
12.76%Health Care
10.05%Real Estate
7.63%Materials
5.27%Energy
4.01%Consumer Staples
3.04%Communication Services
2.86%Utilities
2.17%