Good Small Cap Value Funds in 2024

Discussion of the Stock portion of the Permanent Portfolio

Moderator: Global Moderator

Post Reply
User avatar
burley
Junior Member
Junior Member
Posts: 17
Joined: Mon Aug 26, 2024 12:00 pm

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?
User avatar
Smith1776
Executive Member
Executive Member
Posts: 3775
Joined: Fri Apr 21, 2017 6:01 pm

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 don't believe it or don't get it, I don't have the time to try to convince you, sorry.”

- Satoshi Nakamoto
User avatar
burley
Junior Member
Junior Member
Posts: 17
Joined: Mon Aug 26, 2024 12:00 pm

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.
User avatar
Smith1776
Executive Member
Executive Member
Posts: 3775
Joined: Fri Apr 21, 2017 6:01 pm

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 don't believe it or don't get it, I don't have the time to try to convince you, sorry.”

- Satoshi Nakamoto
User avatar
joypog
Executive Member
Executive Member
Posts: 572
Joined: Wed Apr 27, 2022 7:42 pm

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
Executive Member
Executive Member
Posts: 870
Joined: Fri May 03, 2019 6:04 pm

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.
Post Reply