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Mar 20, 2026

An in-depth look from Yahoo Finance scrutinizes two heavyweights in the small-cap value ETF ring: the Vanguard Small-Cap Value ETF and State Street’s SPDR S&P 600 Small Cap Value ETF. Both play the passive, index-tracking game with U.S. small-cap value stocks. Yet, these titans have different flavors.

Cost and Fund Size

New Yorkers love to save, and here’s why the Vanguard fund talks to their wallet: a snazzy 0.05% expense ratio, beating the SPDR’s 0.15%. When it comes to assets under management, Vanguard’s is the big fish. However, if you’re all about recent performance, the SPDR fund did outshine in a one-year return.

Performance and Risk Profile

Diving deeper, over five years, Vanguard shows off bigger gains for the same initial bet. But let’s not sugarcoat it: the SPDR fund rides on a wild rollercoaster, with deeper drawdowns. With a high beta, SPDR is dancing to the market’s fast pace, making it a more volatile choice.

Portfolio Composition

These ETFs tip their hats to different indices, crafting unique portfolios. SPDR follows the S&P SmallCap 600 Value Index, playing with fewer stocks and cranking up concentration. Financial Services, Consumer Cyclical, and Industrials are its boardwalk.

On the flip side, Vanguard embraces the CRSP US Small Cap Value Index, a realm of broader diversity with substantially more holdings. Industrials, Financial Services, and Consumer Cylical spearhead its sector allocation. Both funds, classic and no-nonsense, don’t complicate with oddball strategies.

Investment Considerations

The small-cap value landscape is a vivid tapestry of companies, mirrored in their indexes. What’s the bottom line for these ETFs? It’s all about costs, diversification, and recent track records. Each fund offers a set of perks for varying tastes of investors.

Additional Insights

For those eyeing market distinctions, here’s the kicker:

• ETF | Expense Ratio | Assets Under Management | 1-Year Return
• — | — | — | —
• Vanguard Small-Cap Value ETF | 0.05% | Larger | Lower
• SPDR S&P 600 Small Cap Value ETF | 0.15% | Smaller | Higher

Ultimately, the choice boils down to what jives with your style: a cost-effective juggernaut or a high-flyer in recent performance.

Have a look at Investopedia’s guide for more on comparing ETFs and deciding based on your investment strategy.

Navigating the intricate world of ETFs right here in the Big Apple calls for informed decisions. Keep your eyes on trends, weigh your options, and make the choice that feels just right for you.

Stay sharp, New York!