From Nasdaq
February 13, 2025 06:20:08 AM:

The iShares U.S. Small-Cap Equity Factor ETF (SMLF) launched in 2015, offering exposure to the Style Box – Small Cap Blend category. Smart beta ETFs provide a different approach than market cap-weighted indexes, aiming to beat the market with stock selection based on certain fundamental characteristics. SMLF has over $1.66 billion in assets and seeks to match the performance of the MSCI USA Small Cap Diversified Multiple-Factor Index.

With an expense ratio of 0.15% and a dividend yield of 1.29%, SMLF is considered a cost-effective option. It has a significant allocation in the Industrials sector, with top holdings including Applovin Corp Class A, Microstrategy Inc Class A, and Blk Csh Fnd Treasury Sl Agency. The ETF has returned 3.07% year-to-date and 17.29% in the last year, with a beta of 1.12 and a standard deviation of 20.81%.

Investors seeking alternatives to SMLF can consider ETFs like iShares Russell 2000 ETF (IWM) and iShares Core S&P Small-Cap ETF (IJR), which track different indexes within the small-cap segment. For those looking for cheaper and lower-risk options, traditional market cap-weighted ETFs may be more suitable. Researching and comparing ETF options is crucial for making informed investment decisions in the current market landscape.

Read more at CNN Business: Is iShares U.S. Small-Cap Equity Factor ETF (SMLF) a Strong ETF Right Now?