Most small-cap value ETFs track an index and call it a day. DFAT takes a different approach: a rules-based, academically driven methodology to pursue the value and profitability premiums that Eugene Fama…
When Interactive Brokers (NASDAQ:IBKR | IBKR Price Prediction) talks about what its customers are actually doing with their money, it’s worth listening. These aren’t passive index fund holders. They’re active, globally diversified…
Small-cap stocks have quietly been building a case that the broader market is finally paying attention to. iShares Russell 2000 ETF (NYSEARCA: IWM) is up 5.4% year-to-date, and per Reddit’s investing communities,…
Most small-cap funds give you size exposure. Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) gives you something more targeted: a systematic bet that small, cheap, profitable companies outperform over time. That profitability…
Small-cap momentum strategies offer targeted exposure to smaller companies with strong recent performance, but the question is whether that tilt justifies added volatility. Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) applies a momentum…
Small-cap stocks have outpaced large-caps in early 2026, and Vanguard S&P Small-Cap 600 Index Fund ETF Shares (NYSEARCA:VIOO) sits at the center of this rotation. With year-to-date gains of 8.88% through February…
The S&P 500 stands as the ultimate benchmark for investors, a yardstick against which portfolios are measured. Warren Buffett has championed this view for decades, urging everyday investors to stick with it.…
Rich Duprey If you own an S&P 500 index fund and wonder what you’re missing, Vanguard Extended Market ETF (NYSEARCA:VXF) provides the answer. This fund holds the thousands of mid-cap and small-cap U.S. stocks…
When small-cap stocks underperform for years, investors often forget they exist. Then sentiment shifts, and suddenly everyone remembers why diversified exposure to smaller companies matters. Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)…
Small-cap stocks have historically rewarded patient investors willing to endure volatility in exchange for growth potential. But what if you want that exposure while filtering for companies meeting environmental, social, and governance…
Pre-Market Stock Futures: Futures are trading dramatically lower as we start the holiday-shortened trading week, following yesterday’s MLK remembrance day. The futures downdraft this morning is being attributed to President Trump’s threat…
The S&P 500 has a concentration problem. At the start of 2026, the top seven stocks account for roughly a third of the market-cap weighted index, leaving investors heavily exposed to a…
The small caps are starting to get cheap again after the latest round of market selling concentrated in the AI growth names. Undoubtedly, the small and mid-caps can be a rather turbulent…
The earnings season is about to begin, and this period allows retail investors to get a peek into the businesses that are making money and the ones struggling. 2025 has been difficult…
Investing in exchange-traded funds (ETFs) is a cornerstone for many looking to build wealth over time. Two of the most popular options are Vanguard S&P 500 ETF (NYSEARCA:VOO)and Vanguard Total Stock Market…
