SMLF - SMLF: Invest In Small-Cap Stocks With This Factor ETF

2024-05-16 09:19:16 ET

Summary

• iShares U.S. Small-Cap Equity Factor ETF has outperformed the benchmark Russell 2000 and its peer group, with better risk and volatility metrics.
• The ETF tracks the STOXX U.S. Small-Cap Equity Factor Index, which maximizes exposure to stocks based on momentum, quality, value, and low volatility factors.
• SMLF has a higher turnover rate and is more skewed towards mid-cap stocks compared to its peers, but its sector allocation and valuation metrics are similar.

Using a rules-based capitalization-weighted index provided by STOXX, the iShares U.S. Small-Cap Equity Factor ETF ( SMLF ) has delivered solid performance, outpacing the benchmark Russell 2000 and its peer group, while also showing better risk and volatility metrics....

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