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.
Le meilleur USA Small Cap ETF selon le rendement sur un an au 31/10/2024
| 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% |
Classement de tous les $rankingLink en fonction de leur rendement
Le plus grand USA Small Cap ETF en fonction du volume du fonds en EUR
| 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 |
Classement de tous les $rankingLink en fonction du volume du fonds
L’USA Small Cap ETF le plus avantageux en fonction des frais totaux sur encours
| 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. |
Classement de tous les $rankingLink en fonction des frais totaux sur encours
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
Comparaison des USA Small Cap ETF
Pour la sélection d’un USA small cap ETFs, outre la méthodologie de l’indice et les performances, d’autres facteurs jouent un rôle important lors de la décision. Pour faciliter la comparaison, vous trouverez une liste des USA small cap stocks avec les indications relatives à la taille, aux frais, à l’utilisation des revenus, au domicile du fonds et à la méthode de réplication classée en fonction de la taille des fonds.
Comparaison détaillée de tous les $rankingLink
Comparaison graphique de tous les $rankingLink
| ETF ISIN | Taille fonds en M EUR | Frais en % | Utilisation des revenus | Domicile du fonds | Méthode de réplication | |
|---|---|---|---|---|---|---|
| SPDR Russell 2000 US Small Cap UCITS ETFIE00BJ38QD84 | 3 983 | 0,30% p.a. | Capitalisation | Irlande | Échantillonnage optimisé | |
| iShares S&P SmallCap 600 UCITS ETFIE00B2QWCY14 | 2 629 | 0,30% p.a. | Distribution | Irlande | Échantillonnage optimisé | |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)IE00B3VWM098 | 2 026 | 0,43% p.a. | Capitalisation | Irlande | Échantillonnage optimisé | |
| Xtrackers Russell 2000 UCITS ETF 1CIE00BJZ2DD79 | 1 776 | 0,30% p.a. | Capitalisation | Irlande | Réplication complète | |
| UBS ETF (IE) MSCI USA Small Cap ESG Leaders UCITS ETF (USA) A-accIE000XFXBGR0 | 657 | 0,20% p.a. | Capitalisation | Irlande | Réplication complète | |
| Amundi Russell 2000 UCITS ETF EUR (C)LU1681038672 | 576 | 0,35% p.a. | Capitalisation | Luxembourg | Swap non financé | |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETFIE00BSPLC413 | 559 | 0,30% p.a. | Capitalisation | Irlande | Échantillonnage optimisé | |
| Amundi S&P SmallCap 600 ESG UCITS ETF UCITS ETF DistIE000XLJ2JQ9 | 407 | 0,35% p.a. | Distribution | Irlande | Réplication complète | |
| Invesco Russell 2000 UCITS ETF AccIE00B60SX402 | 217 | 0,25% p.a. | Capitalisation | Irlande | Swap non financé | |
| L&G Russell 2000 US Small Cap Quality UCITS ETFIE00B3CNHJ55 | 187 | 0,30% p.a. | Capitalisation | Irlande | Échantillonnage optimisé | |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)IE0001O84583 | 150 | 0,14% p.a. | Distribution | Irlande | Réplication complète | |
| Amundi Russell 2000 UCITS ETF USDLU1681038839 | 138 | 0,35% p.a. | Capitalisation | Luxembourg | Swap non financé | |
| Invesco S&P SmallCap 600 UCITS ETF AIE00BH3YZ803 | 112 | 0,14% p.a. | Capitalisation | Irlande | Swap non financé | |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)IE000JNKVS10 | 47 | 0,14% p.a. | Capitalisation | Irlande | Réplication complète | |
| VanEck Morningstar US SMID Moat UCITS ETF AIE000SBU19F7 | 10 | 0,49% p.a. | Capitalisation | Irlande | Réplication complète | |
| iShares Russell 2000 Swap UCITS ETF USD (ACC)IE0007O06KL9 | 6 | 0,20% p.a. | Capitalisation | Irlande | Basée sur swap |
Source : justETF.com ; situation au : 16/11/2024
Comparaison des performances des Small Cap ETFs on US equities
Le tableau suivant compare les performances de tous les USA small cap ETFs. Toutes les indications relatives aux performances sont données à la fin du mois et comprennent les distributions. Outre les performances à une date de référence, l’évolution dans le temps est décisive pour la comparaison des ETFs. Pour cela, servez-vous aussi de nos comparaisons graphiques.
Source : justETF.com ; situation au : 31/10/2024 ; indications en EUR, distributions comprises