BPOPO - SMLF: A Small Cap ETF Beating The Benchmark But Lagging A Few Peers
2024-03-26 08:00:00 ET
Summary
- iShares U.S. Small-Cap Equity Factor ETF implements a multi-factor strategy based on momentum, quality, value, and volatility.
- The SMLF ETF is well-diversified across sectors and holdings.
- SMLF has outperformed the Russell 2000 benchmark since its inception but has lagged behind some other factor-based small-cap ETFs in recent years.
SMLF strategy
iShares U.S. Small-Cap Equity Factor ETF ( SMLF ) started investing operations on 4/28/2015 and tracks the STOXX U.S. Small-Cap Equity Factor Index. It has 863 holdings, an expense ratio of 0.15% and a 30-day SEC yield of 1.54%....
SMLF: A Small Cap ETF Beating The Benchmark, But Lagging A Few Peers