SVAL vs. VFMV ETF Comparison
Comparison of iShares US Small Cap Value Factor ETF (SVAL) to Vanguard U.S. Minimum Volatility ETF (VFMV)
SVAL
iShares US Small Cap Value Factor ETF
SVAL Description
The investment seeks to track the investment results of the Russell 2000 Focused Value Select Index composed of U.S. small-capitalization stocks with prominent value characteristics. The index measures the performance of small-capitalization U.S. companies with prominent value factor characteristics, as determined by the index provider. The fund generally will invest at least 80% of its assets in the component securities and other instruments of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Grade (RS Rating)
Last Trade
$35.10
Average Daily Volume
30,789
Number of Holdings
*
228
* may have additional holdings in another (foreign) market
VFMV
Vanguard U.S. Minimum Volatility ETF
VFMV Description
The investment seeks to provide long-term capital appreciation with lower volatility relative to the broad U.S. equity market. The fund invests primarily in a group of U.S. common stocks that together are deemed by the advisor to have the potential to generate lower volatility relative to the broad U.S. equity market. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.Grade (RS Rating)
Last Trade
$125.78
Average Daily Volume
6,621
Number of Holdings
*
165
* may have additional holdings in another (foreign) market
Performance
| Period | SVAL | VFMV |
|---|---|---|
| 30 Days | 7.65% | 1.69% |
| 60 Days | 6.03% | 2.95% |
| 90 Days | 9.81% | 4.57% |
| 12 Months | 27.18% | 26.23% |
SVAL Overweight 222 Positions Relative to VFMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBC | B | 0.96% | |
| SKYW | B | 0.86% | |
| TILE | A | 0.84% | |
| LC | B | 0.81% | |
| ARIS | A | 0.8% | |
| MLI | B | 0.78% | |
| HTLF | B | 0.73% | |
| GBCI | B | 0.64% | |
| UMBF | B | 0.64% | |
| FBK | B | 0.64% | |
| CXW | C | 0.62% | |
| CALM | A | 0.61% | |
| QCRH | B | 0.61% | |
| MHO | D | 0.6% | |
| HSII | B | 0.6% | |
| TTMI | B | 0.6% | |
| SASR | B | 0.58% | |
| UVSP | B | 0.58% | |
| PATK | C | 0.57% | |
| CCB | A | 0.56% | |
| SEI | A | 0.56% | |
| HBNC | B | 0.56% | |
| CTBI | B | 0.56% | |
| LOB | C | 0.55% | |
| GABC | B | 0.55% | |
| KBH | D | 0.55% | |
| CNX | A | 0.55% | |
| AKR | A | 0.55% | |
| TMHC | C | 0.54% | |
| PFC | B | 0.54% | |
| DCOM | A | 0.54% | |
| STGW | B | 0.52% | |
| UVE | A | 0.52% | |
| BY | B | 0.52% | |
| NIC | B | 0.52% | |
| REZI | A | 0.52% | |
| HWC | B | 0.52% | |
| CNO | B | 0.52% | |
| GHC | B | 0.52% | |
| KFY | B | 0.52% | |
| SRCE | B | 0.51% | |
| ASB | B | 0.51% | |
| GMS | B | 0.51% | |
| FRME | B | 0.51% | |
| FMBH | B | 0.51% | |
| EFSC | B | 0.51% | |
| JAKK | C | 0.5% | |
| CNOB | B | 0.5% | |
| TOWN | B | 0.5% | |
| TPH | D | 0.5% | |
| UBSI | B | 0.49% | |
| HOPE | B | 0.49% | |
| ONB | B | 0.49% | |
| TCBI | B | 0.49% | |
| UNFI | A | 0.49% | |
| TMP | B | 0.49% | |
| HOMB | B | 0.48% | |
| BXC | B | 0.48% | |
| MTH | D | 0.48% | |
| INVA | D | 0.48% | |
| WASH | B | 0.48% | |
| TCBK | B | 0.48% | |
| PRG | B | 0.47% | |
| SPNT | A | 0.47% | |
| AVNT | B | 0.47% | |
| MBIN | F | 0.47% | |
| STEL | B | 0.46% | |
| CFFN | B | 0.46% | |
| WAFD | B | 0.46% | |
| PGC | A | 0.46% | |
| NFBK | B | 0.46% | |
| RDN | D | 0.45% | |
| NMIH | C | 0.45% | |
| BUSE | B | 0.45% | |
| BZH | C | 0.45% | |
| LZB | B | 0.45% | |
| PEBO | B | 0.45% | |
| NTB | B | 0.45% | |
| FFIC | B | 0.44% | |
| CVLG | B | 0.44% | |
| SIG | C | 0.44% | |
| BCC | C | 0.44% | |
| OSBC | A | 0.44% | |
| CCS | F | 0.43% | |
| BANC | B | 0.43% | |
| VSTO | A | 0.43% | |
| CVBF | A | 0.43% | |
| FIBK | A | 0.43% | |
| ESGR | B | 0.43% | |
| UFPI | C | 0.42% | |
| AMWD | B | 0.42% | |
| HCC | B | 0.42% | |
| ACT | D | 0.41% | |
| HTBK | B | 0.41% | |
| HUBG | A | 0.41% | |
| SBSI | B | 0.4% | |
| WKC | C | 0.4% | |
| SCS | B | 0.39% | |
| MGY | A | 0.39% | |
| OBK | B | 0.39% | |
| EGY | F | 0.39% | |
| ALE | A | 0.39% | |
| SXC | A | 0.39% | |
| VLY | B | 0.38% | |
| MD | C | 0.38% | |
| CEIX | B | 0.38% | |
| ESNT | D | 0.38% | |
| BNL | D | 0.38% | |
| METC | C | 0.37% | |
| ABG | B | 0.37% | |
| HTH | C | 0.37% | |
| NWE | C | 0.37% | |
| ARCB | C | 0.36% | |
| AEO | F | 0.36% | |
| FOR | F | 0.36% | |
| SM | C | 0.36% | |
| MNRO | D | 0.35% | |
| JBGS | D | 0.35% | |
| DEA | D | 0.35% | |
| NX | C | 0.35% | |
| REPX | A | 0.35% | |
| WERN | B | 0.34% | |
| CRC | A | 0.34% | |
| ATSG | A | 0.34% | |
| CAL | F | 0.34% | |
| AOSL | D | 0.33% | |
| GEF | A | 0.33% | |
| NOG | A | 0.33% | |
| STNG | D | 0.33% | |
| APLE | B | 0.33% | |
| WGO | D | 0.33% | |
| LCII | C | 0.32% | |
| ETD | D | 0.32% | |
| MLKN | F | 0.32% | |
| RLJ | C | 0.32% | |
| ARCH | B | 0.31% | |
| ASIX | B | 0.31% | |
| LPG | F | 0.31% | |
| ARKO | D | 0.3% | |
| AMR | C | 0.3% | |
| ANDE | F | 0.3% | |
| RMR | F | 0.3% | |
| WNC | D | 0.3% | |
| HNRG | B | 0.3% | |
| IIIN | C | 0.3% | |
| HTLD | C | 0.28% | |
| SPTN | F | 0.27% | |
| KELYA | F | 0.27% | |
| LXU | C | 0.27% | |
| RYI | C | 0.27% | |
| HPK | C | 0.27% | |
| REI | F | 0.26% | |
| HP | C | 0.26% | |
| MUR | D | 0.24% | |
| THRY | F | 0.24% | |
| CLW | F | 0.23% | |
| WS | B | 0.23% | |
| TALO | C | 0.23% | |
| FLGT | F | 0.22% | |
| DK | D | 0.22% | |
| MTUS | D | 0.22% | |
| OIS | B | 0.21% | |
| VSH | F | 0.21% | |
| WOR | F | 0.21% | |
| ATKR | D | 0.2% | |
| TH | C | 0.19% | |
| CMT | F | 0.19% | |
| PTEN | C | 0.19% | |
| BRY | F | 0.18% | |
| ODP | F | 0.18% | |
| CVI | D | 0.18% | |
| RGP | F | 0.18% | |
| DAN | F | 0.18% | |
| TWI | F | 0.17% | |
| XRX | F | 0.17% | |
| TBI | F | 0.16% | |
| PARR | F | 0.16% | |
| HDSN | F | 0.15% | |
| CVGI | F | 0.11% | |
| BOOM | F | 0.11% | |
| JRVR | F | 0.1% | |
| MED | D | 0.08% | |
| DTC | F | 0.07% | |
| CATY | B | 0.0% | |
| GDOT | D | 0.0% | |
| PRDO | B | 0.0% | |
| CASH | B | 0.0% | |
| PPBI | B | 0.0% | |
| EGBN | B | 0.0% | |
| TRST | B | 0.0% | |
| SBCF | B | 0.0% | |
| WABC | B | 0.0% | |
| HMN | B | 0.0% | |
| BRKL | B | 0.0% | |
| RNST | B | 0.0% | |
| NWBI | B | 0.0% | |
| SFNC | B | 0.0% | |
| INDB | B | 0.0% | |
| OFG | B | 0.0% | |
| FFBC | B | 0.0% | |
| BHLB | B | 0.0% | |
| FBP | B | 0.0% | |
| FCF | B | 0.0% | |
| HAFC | B | 0.0% | |
| PFBC | B | 0.0% | |
| STBA | B | 0.0% | |
| NBTB | B | 0.0% | |
| WSFS | B | 0.0% | |
| HFWA | B | 0.0% | |
| NBHC | B | 0.0% | |
| VBTX | B | 0.0% | |
| STC | B | 0.0% | |
| FBNC | B | 0.0% | |
| BANR | B | 0.0% | |
| FULT | B | 0.0% | |
| TRMK | B | 0.0% | |
| CADE | B | 0.0% | |
| ABCB | B | 0.0% | |
| CPF | B | 0.0% | |
| AX | B | 0.0% | |
| PFS | B | 0.0% | |
| AUB | B | 0.0% |
SVAL Underweight 159 Positions Relative to VFMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBM | C | -1.52% | |
| MCK | A | -1.52% | |
| ADI | D | -1.5% | |
| DOX | D | -1.5% | |
| EQC | A | -1.49% | |
| JNJ | D | -1.49% | |
| ABT | B | -1.49% | |
| PGR | B | -1.48% | |
| PG | C | -1.48% | |
| TXN | C | -1.48% | |
| COR | B | -1.48% | |
| LMT | D | -1.47% | |
| MRK | F | -1.46% | |
| ED | C | -1.44% | |
| CHD | A | -1.44% | |
| TMUS | B | -1.43% | |
| DUK | C | -1.42% | |
| T | A | -1.41% | |
| KO | D | -1.4% | |
| SO | C | -1.38% | |
| CVLT | A | -1.38% | |
| NTAP | C | -1.37% | |
| ROP | C | -1.33% | |
| MSFT | D | -1.3% | |
| TJX | A | -1.27% | |
| CSCO | B | -1.25% | |
| XOM | A | -1.23% | |
| RSG | A | -1.2% | |
| NOC | D | -1.17% | |
| EA | A | -1.16% | |
| GD | D | -1.14% | |
| CME | A | -1.14% | |
| MUSA | B | -1.13% | |
| REGN | F | -1.12% | |
| ORLY | B | -1.11% | |
| IDT | B | -1.1% | |
| WMT | A | -1.08% | |
| RTX | D | -1.06% | |
| IDCC | B | -1.06% | |
| WM | B | -1.06% | |
| KEX | A | -1.05% | |
| CL | D | -1.05% | |
| CBOE | C | -1.04% | |
| GIS | D | -1.0% | |
| VZ | C | -1.0% | |
| FCN | D | -0.98% | |
| LRN | A | -0.97% | |
| HPQ | B | -0.96% | |
| WTW | B | -0.93% | |
| CVX | A | -0.9% | |
| MGEE | B | -0.89% | |
| HSTM | B | -0.84% | |
| GILD | B | -0.83% | |
| MCD | D | -0.79% | |
| VECO | F | -0.78% | |
| DLB | B | -0.78% | |
| FE | C | -0.77% | |
| BSX | A | -0.75% | |
| UNH | B | -0.75% | |
| TYL | B | -0.74% | |
| ABBV | F | -0.74% | |
| TKO | A | -0.73% | |
| CHE | D | -0.69% | |
| SPOT | A | -0.68% | |
| SAFT | B | -0.67% | |
| BLKB | C | -0.66% | |
| CTRE | C | -0.65% | |
| CRUS | F | -0.64% | |
| AVGO | D | -0.64% | |
| GOOGL | B | -0.64% | |
| CAH | B | -0.64% | |
| NSIT | F | -0.56% | |
| WTM | A | -0.54% | |
| AAPL | C | -0.54% | |
| YELP | C | -0.52% | |
| NABL | F | -0.51% | |
| GOOG | B | -0.48% | |
| META | C | -0.47% | |
| GDDY | A | -0.46% | |
| WEC | A | -0.45% | |
| PBH | A | -0.42% | |
| NEU | D | -0.4% | |
| FLO | D | -0.38% | |
| TRV | B | -0.38% | |
| WMB | A | -0.37% | |
| HOLX | D | -0.36% | |
| HSY | F | -0.36% | |
| V | A | -0.35% | |
| DTM | A | -0.35% | |
| AJG | A | -0.35% | |
| PPC | B | -0.34% | |
| AZO | C | -0.34% | |
| LAUR | A | -0.34% | |
| NVEC | D | -0.33% | |
| PFE | F | -0.32% | |
| LLY | F | -0.32% | |
| BRK.A | B | -0.31% | |
| VERX | A | -0.3% | |
| FANG | C | -0.3% | |
| RLI | A | -0.3% | |
| MDLZ | F | -0.28% | |
| QRVO | F | -0.28% | |
| OLLI | D | -0.26% | |
| ATR | B | -0.25% | |
| QCOM | F | -0.25% | |
| LIN | D | -0.24% | |
| JBSS | F | -0.24% | |
| MO | A | -0.24% | |
| ROL | B | -0.23% | |
| EXEL | B | -0.21% | |
| AMSF | B | -0.21% | |
| LOPE | B | -0.2% | |
| MTSI | B | -0.2% | |
| DECK | A | -0.2% | |
| IMMR | F | -0.2% | |
| KMI | A | -0.2% | |
| ACN | B | -0.2% | |
| EBF | F | -0.2% | |
| JJSF | C | -0.19% | |
| CASS | B | -0.19% | |
| AEE | A | -0.19% | |
| QNST | B | -0.18% | |
| HQY | A | -0.18% | |
| SPOK | B | -0.15% | |
| AMGN | D | -0.14% | |
| OLED | F | -0.14% | |
| HCKT | B | -0.14% | |
| SPNS | F | -0.14% | |
| TW | A | -0.13% | |
| PI | D | -0.12% | |
| CI | D | -0.11% | |
| PSX | C | -0.1% | |
| DGICA | A | -0.1% | |
| TNK | F | -0.09% | |
| DJCO | B | -0.09% | |
| AMAT | F | -0.08% | |
| KLAC | F | -0.07% | |
| CNXN | D | -0.07% | |
| CB | D | -0.07% | |
| UNM | A | -0.06% | |
| CTSH | B | -0.06% | |
| OSIS | A | -0.06% | |
| JPM | B | -0.05% | |
| AKAM | F | -0.04% | |
| CNA | C | -0.04% | |
| PEBK | B | -0.04% | |
| LANC | D | -0.04% | |
| CLBK | C | -0.04% | |
| GLRE | B | -0.04% | |
| PEP | F | -0.04% | |
| CMS | C | -0.03% | |
| NBIX | C | -0.03% | |
| MSI | A | -0.03% | |
| BCAL | A | -0.03% | |
| VRTX | D | -0.03% | |
| DTE | C | -0.03% | |
| MRAM | C | -0.02% | |
| FFNW | C | -0.02% | |
| MU | D | -0.02% |
SVAL: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Savings & Cooperative Banks
Coal
Residential Construction
Home Furnishings & Fixtures
Insurance - Property & Casualty
Metal Fabrication
Shipping & Ports
Staffing & Outsourcing Services
Trucking
Auto Parts
Building Materials
Food Distribution
Insurance - Specialty
Oil & Gas Refining & Marketing
REIT - Diversified
Steel
Business Equipment
Chemicals
Keywords:
Bank
Banking
Deposit Products
Real Estate Loans
Commercial Banking
Demand Deposit
Commercial Bank
Investment Management
Residential Real Estate Loans
Trust Services
Banking Services
Individual Retirement Account
Mortgage Loan
Loan Products
Business Loans
Cash Management Services
Natural Gas
Retail Banking
Loan
Insurance
VFMV: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Semiconductors
Drug Manufacturers - Major
Internet Content & Information
Utilities - Regulated Electric
Packaged Foods
Software - Application
Telecom Services
Information Technology Services
Aerospace & Defense
Banks - Regional - US
Biotechnology
Business Services
Medical Distribution
Semiconductor Equipment & Materials
Shipping & Ports
Education & Training Services
Household & Personal Products
Media - Diversified
Oil & Gas Midstream
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Insurance
Computing
Natural Gas
Electricity
Electronics
Aerospace
Banking
Integrated Circuits
Medicine
Mobile Devices
Operating System
Petroleum Products
Chemical
Information And Communications Technology
Information Management
Pharmaceutical Products
Semiconductor
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