The best ETFs for USA Small Cap Stocks
How do I invest in USA Small Cap stocks?
It is well known that companies with smaller market capitalizations generate higher returns over the long term. However, they also come with higher risks that investors should efficiently manage. Diversification of investments with ETFs is the safest bet for an independent investor to approach the small cap stocks.
There are essentially three indices available to invest with ETFs in USA small cap companies. This Investment Guide for USA small cap stocks will help you navigate between the peculiarities of the Russell 2000®, MSCI USA Small Cap, S&P SmallCap 600 and the ETFs tracking them. It will allow you to find the most suitable small cap USA ETFs for you by ranking them according to your preferences.
El mejor USA Small Cap ETF por rentabilidad del fondo a un año a partir del 31/10/24
| 1 | JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) | 31,26% | ||
| 2 | JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 31,23% | ||
| 3 | Invesco Russell 2000 UCITS ETF Acc | 30,42% |
Todos los USA small cap ETFs clasificados por la rentabilidad del fondo
El mayor USA Small Cap ETF por patrimonio del fondo en euros
| 1 | SPDR Russell 2000 US Small Cap UCITS ETF | 3.983 m | ||
| 2 | iShares S&P SmallCap 600 UCITS ETF | 2.629 m | ||
| 3 | iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 2.026 m |
Todos los USA small cap ETFs clasificados por patrimonio del fondo
El USA Small Cap ETF más barato por gastos corrientes totales
| 1 | Invesco S&P SmallCap 600 UCITS ETF A | 0,14% p.a. | ||
| 2 | JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 0,14% p.a. | ||
| 3 | JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) | 0,14% p.a. |
Todos los USA small cap ETFs clasificados por gastos corrientes totales
Indices on USA Small Cap Stocks compared
Methodologies of the most important indices
| MSCI USA Small Cap | Russell 2000® | S&P SmallCap 600 | |
|---|---|---|---|
| Number of ETFs | 0 ETFs | 6 ETFs | 2 ETFs |
| Number of constituents | 2,000 | 600 | |
| Investment universe | MSCI USA Investable Market Index: appr. 2,400 US companies | Russell 3000® index: 3,000 US companies | S&P 1500® Composite index: appr. 1,500 US companies |
| Index rebalancing | Quarterly | Annually | Quarterly |
| Selection criteria | The smallest firms (appr. 14 percent of the free float-adjusted market cap) of the MSCI USA Investable Market Index | Appr. 2,000 of the smallest firms from the Russell 3000® index (ranked by total market cap) | The 600 smallest companies from the S&P 1500® Composite index |
| Index weighting | Market cap (free float) | Market cap (free float) | Market cap (free float) |
Source: justETF Research; As of 31/01/2020
Russell 2000® index
The Russell 2000® index tracks appr. 2,000 of the smallest companies (as measured by total market cap) from the underlying Russell 3000® index, which consists of the largest 3,000 US companies. The Russell 2000® index represents appr. 10 percent of the total market capitalization of the Russell 3000® index. The stocks passing the selection screen are weighted by their free float market capitalization.
Methodology of the Russell 2000® Factsheet Methodology
- Appr. 2000 small cap stocks from the United States
- Index rebalancing takes place annually. Exception: additions due to new IPOs, which take place quarterly
- Underlying index has requirements for inclusion such as minimum market cap, closing price, free float, location of trading of the majority of a company's shares
- Stock selection is based on total market cap
- Selection criteria: appr. 2,000 smallest stocks from the Russell 3000® index are included
- Index weighted by free float market cap
S&P SmallCap 600 index
The S&P SmallCap 600 index includes 600 small cap US stocks from the underlying S&P 1500® Composite index. Companies must have an unadjusted market cap of 600 million to 2.4 billion USD to be included in the index. The stocks passing the selection screen are weighted by their free float market capitalization.
Methodology of the S&P SmallCap 600 Factsheet Methodology
- 600 small cap stocks from the United States
- Index rebalancing takes place quarterly
- Index has minimum liquidity, free float and financial viability (positive earnings in the last year and quarter) inclusion criteria
- Selection criteria: 600 smallest companies from the underlying S&P 1500® Composite index with an unadjusted market cap of 600 million to 2.4 billion USD
- Index weighted by free float market cap
Comparativa de USA Small Cap ETFs
A la hora de elegir el a USA small cap ETF hay que tener en cuenta otros factores además de la metodología del índice subyacente y el rendimiento de un ETF. Para una mejor comparación, encontrarás una lista de todos los USA small cap ETFs con detalles sobre el patrimonio, el coste, la edad, los ingresos, el domicilio y el método de replicación clasificados por patrimonio del fondo.
Compara todos los USA small cap ETFs en detalle
Compara todos los USA small cap ETFs en un gráfico
| ETF ISIN | Patrimonio en m EUR | Gastos corrientes en % | Uso del beneficio | Domicilio del fondo | Método de replica | |
|---|---|---|---|---|---|---|
| SPDR Russell 2000 US Small Cap UCITS ETFIE00BJ38QD84 | 3.983 | 0,30% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| iShares S&P SmallCap 600 UCITS ETFIE00B2QWCY14 | 2.629 | 0,30% p.a. | Distribución | Irlanda | Optimizada muestreo | |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)IE00B3VWM098 | 2.026 | 0,43% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| Xtrackers Russell 2000 UCITS ETF 1CIE00BJZ2DD79 | 1.776 | 0,30% p.a. | Acumulación | Irlanda | Replicación física perfecta | |
| UBS ETF (IE) MSCI USA Small Cap ESG Leaders UCITS ETF (USA) A-accIE000XFXBGR0 | 657 | 0,20% p.a. | Acumulación | Irlanda | Replicación física perfecta | |
| Amundi Russell 2000 UCITS ETF EUR (C)LU1681038672 | 576 | 0,35% p.a. | Acumulación | Luxemburgo | Swap sin fondos | |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETFIE00BSPLC413 | 559 | 0,30% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| Amundi S&P SmallCap 600 ESG UCITS ETF UCITS ETF DistIE000XLJ2JQ9 | 407 | 0,35% p.a. | Distribución | Irlanda | Replicación física perfecta | |
| Invesco Russell 2000 UCITS ETF AccIE00B60SX402 | 217 | 0,25% p.a. | Acumulación | Irlanda | Swap sin fondos | |
| L&G Russell 2000 US Small Cap Quality UCITS ETFIE00B3CNHJ55 | 187 | 0,30% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)IE0001O84583 | 150 | 0,14% p.a. | Distribución | Irlanda | Replicación física perfecta | |
| Amundi Russell 2000 UCITS ETF USDLU1681038839 | 138 | 0,35% p.a. | Acumulación | Luxemburgo | Swap sin fondos | |
| Invesco S&P SmallCap 600 UCITS ETF AIE00BH3YZ803 | 112 | 0,14% p.a. | Acumulación | Irlanda | Swap sin fondos | |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)IE000JNKVS10 | 47 | 0,14% p.a. | Acumulación | Irlanda | Replicación física perfecta | |
| VanEck Morningstar US SMID Moat UCITS ETF AIE000SBU19F7 | 10 | 0,49% p.a. | Acumulación | Irlanda | Replicación física perfecta | |
| iShares Russell 2000 Swap UCITS ETF USD (ACC)IE0007O06KL9 | 6 | 0,20% p.a. | Acumulación | Irlanda | Swap |
Fuente: justETF.com; A partir de 16/11/24
Comparación del rendimiento de todos los Small Cap ETFs on US equities
La tabla muestra los rendimientos de todos los USA small cap ETFs en comparación. Todas las cifras de rentabilidad incluyen los dividendos a final de mes. Además de la rentabilidad es importante la fecha de referencia en la que se realiza la comparación. Para encontrar el mejor ETF, también puedes realizar una comparación gráfica.
Fuente: justETF.com; A partir de 31/10/24; Cálculos en EUR, incluidos los dividendos