Good Small Cap Value Funds in 2024

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burley
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Good Small Cap Value Funds in 2024

Post by burley »

For those of you who invest in a small cap value fund or etf, what are the best ones in your opinion?

Right now I'm using VBR because it's got a very low ER, but there is a fairly heavy allocation to midcaps in that one. I've seen online that a lot of people like AVUV. What other small cap value funds are worth a look?
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Smith1776
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Re: Good Small Cap Value Funds in 2024

Post by Smith1776 »

Avantis seems to be the bee's knees right now when it comes to US SCV funds.

This is not to say that other SCV funds from other firms such as Vanguard or DFA are bad, but they've grown in size so much that their concentration in their target factors has diminished as a result.

As a Canadian my choices are much simpler. There's only 1 SCV fund in the whole country even worth considering. O0
“If you're not failing, you're not pushing your limits, and if you're not pushing your limits, you're not maximizing your potential.”
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burley
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Re: Good Small Cap Value Funds in 2024

Post by burley »

I ended up going with AVUV. Probably doesn't matter as much as I think it does, but looks like a solid fund overall.
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Smith1776
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Re: Good Small Cap Value Funds in 2024

Post by Smith1776 »

burley wrote: Fri Aug 30, 2024 9:49 am I ended up going with AVUV. Probably doesn't matter as much as I think it does, but looks like a solid fund overall.
Good on ya. I look over the fence and see soo many nice options in the U.S.
“If you're not failing, you're not pushing your limits, and if you're not pushing your limits, you're not maximizing your potential.”
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joypog
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Re: Good Small Cap Value Funds in 2024

Post by joypog »

I spread it out between VIOV,AVUV, and DFSV. Our investments are spread across multiple brokerages so why not dip in a bit of each.
1/n weirdo. US-TSM, US-SCV, Intl-SCV, LTT, STT, GLD (+ a little in MF)
ppnewbie
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Re: Good Small Cap Value Funds in 2024

Post by ppnewbie »

I have not looked in a while. AVUV seems to be the most small capp-y. VBR has big companies in it. AVUV ER is a little higher. I have both.
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