SVAL
iShares US Small Cap Value Factor ETF
📎 Investment Objective
The iShares US Small Cap Value Factor ETF (SVAL) seeks to track the investment results of an index composed of U.S. small-capitalization value stocks.
Overview
ETF tracking iShares US Small Cap Value Factor ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares US Small Cap Value Factor ETF (SVAL) seeks to track the investment results of an index composed of U.S. small-capitalization value stocks.
🎯 Investment Strategy
The ETF employs a passive management (or indexing) approach, attempting to replicate the performance of the Russell 2000 Value Index. It invests in a representative sample of securities included in the index to seek to track the index's performance.
✨ Key Features
- Focuses on small-cap U.S. stocks with value characteristics
- Passively managed to track the Russell 2000 Value Index
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Exposure to small-cap stocks, which can be more volatile than large-cap stocks
- Potential for higher risk and lower liquidity compared to broader market indexes
- Value investing style may underperform in certain market environments
- Limited performance history makes it difficult to evaluate long-term returns
👤 Best For
This ETF may be suitable for investors seeking exposure to the small-cap value segment of the U.S. equity market as part of a diversified portfolio. It may be most appropriate for investors with a long-term investment horizon and a higher risk tolerance.