Forget IWM: This Screened Small-Cap Fund Beat It Year to Date, Over One Year and Over Five Years

IWM owns every small cap the Russell 2000 will take, profitable or not, and that open-door policy has a measurable cost that most investors never calculate before buying in.

24/7 Wall Street • Oct 1, 2026

AVUV: The Small Cap Earnings Acceleration Makes It A Good Time To Buy

Avantis U.S. Small Cap Value ETF targets high-quality, attractively valued small-cap stocks, addressing typical small-cap value pitfalls. AVUV's portfolio boasts a higher book-to-market (0.63) and profits-to-book (0.31) ratio than its Russell 2000 Value benchmark, signaling cheaper and more profitable holdings. Small-cap earnings growth is accelerating, with S&P SmallCap 600 Q4 2026 earnings expected to rise 26%, supporting the bullish case for AVUV.

Seeking Alpha • Sep 30, 2026

AVUV's Profitability Screen Has Holes

The Avantis US Small Cap Value ETF (AVUV) is a buy for long-term investors who need a small-cap sleeve, but it's not a buy for the short or medium term as its headwinds are still blowing. Avantis starts from the Russell 2000 Value and picks within it, trimming the index's regional-bank concentration and adding oil and gas. A third of the fund trades under 10x. Surprisingly, about 12% of AVUV sits in loss-makers. But that is roughly half the broad Russell 2000's share and a third of the small-cap growth index's.

Seeking Alpha • Sep 27, 2026

Converting Your IRA to a Roth Means Paying the Tax Early on Purpose, and These 3 ETFs Are Why It Still Wins

Paying the IRS on purpose sounds like financial malpractice, but under the right conditions it unlocks a compounding shelter that ordinary accounts can never touch. Three ETFs turn that counterintuitive move into a serious long-term advantage.

24/7 Wall Street • Sep 10, 2026

AVUV: Quality Advantages Make This Small-Cap Value ETF A Winner

The Avantis US Small Cap Value ETF earns a 'buy' rating for its focus on quality and value, outperforming passive peers over a full market cycle. AVUV's active management emphasizes low valuations and high profitability, resulting in superior margins, ROIC, and ROE compared to IJS and IWN. With a forward P/E of 11.91x and double-digit next-year EPS growth, AVUV offers attractive valuation and multiple sources of potential total returns.

Seeking Alpha • Sep 4, 2026

Ten Stocks Are Now 38% of the S&P 500. These 3 ETFs Are the Escape Hatch

The S&P 500 carries 500 company names, but the math tells a different story about where your money actually goes.

24/7 Wall Street • Sep 1, 2026

More Signs Of Growth Across AI And Europe

Europe shows tentative signs of improvement, but the recovery remains uneven. AI investment is increasingly influencing U.S. capital spending and trade.

Seeking Alpha • Aug 29, 2026

You Max the 401(k), Own the House, and Still Have Cash Piling Up. These 3 ETFs Are the Next Account

You did everything correct. The 401(k) is maxed, the mortgage is on autopilot, and the emergency fund is boring and full.

24/7 Wall Street • Aug 21, 2026

Small Caps, Big Opportunities: Consider Value Amid Rally

Small-cap equities are winning out against their large-cap counterparts in a classic David versus Goliath ETF battle. After years of mega-cap technology dominance, small-cap equities have delivered investors a historic first half of 2026.

ETF Trends • Aug 17, 2026

Small Caps Are Beating the S&P for Once. This Fund Pays 14% While They Run

Small caps have been having a year. The iShares Russell 2000 ETF (NYSEARCA:IWM) is up 18.3% year-to-date and 32.73% over one year, finally outperforming the S&P 500 after years of lagging.

24/7 Wall Street • Aug 7, 2026