The Magnificent Seven have ruled markets for years, but cracks in the AI spending story are pushing serious investors toward a corner of the market most have ignored since the dot-com era.
Tony Dong Buying VOO and calling it a day made sense, until Morningstar revealed that ten stocks now control more than a third of the entire US market. Three overlooked Vanguard funds quietly fix…
Small-cap value is one of the most persistent factor bets in equity research, but the two most popular ways to own it look almost nothing alike under the hood. Avantis U.S. Small…
The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is having the kind of year that small-cap value advocates have been promising since 2021. AVUV is up 23% year to date and 39%…
Core inflation rate came in at 2.9% year-over-year yesterday. This stopped interest rate hike expectations from being anchored, and the 10-year Treasury closed last week near 4.6%. That backdrop is still supposed…
Small-cap value has done something in 2026 that few investors positioned for: it pulled meaningfully ahead of the growth complex that defined the prior decade. The thesis here is that small value…
The Federal Reserve has not been generous with rate cuts lately, and the Vanguard Small-Cap Value ETF (NYSEARCA:VBR) has the kind of interest rate sensitivity that makes that hurt. Small-cap value names…
After a long stretch of growth-stock dominance led by mega-cap technology, the 2026 tape tells a different story. Large-cap value, active small-cap value, and passive small-cap value benchmarks are all pulling ahead…
Small-cap value spent years playing second fiddle to large-cap growth, especially as everyone piled into just a few tech giants. But the vibe heading into the middle of 2026 is shifting. The…
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…
The appetite for high-multiple growth stocks has really faded in recent weeks. And while the S&P 500 seems well on its way to staging a comeback after slipping into a correction, it…
Vanguard exchange-traded funds (ETFs) are renowned for their simplicity, high-quality construction, and rock-bottom fees (expense ratios). While their S&P 500 index fund offerings may be the most straightforward pick for most passive…
The Vanguard Small-Cap Value ETF (VBR) is an exchange-traded fund that aims to track the performance of the CRSP US Small Cap Value Index. This fund primarily invests in small-cap companies that…
Chris MacDonald 
