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?
Good Small Cap Value Funds in 2024
Moderator: Global Moderator
Re: Good Small Cap Value Funds in 2024
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.
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.
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Re: Good Small Cap Value Funds in 2024
I ended up going with AVUV. Probably doesn't matter as much as I think it does, but looks like a solid fund overall.
Re: Good Small Cap Value Funds in 2024
Good on ya. I look over the fence and see soo many nice options in the U.S.
1) Focus your Energy 2) Guard your Time 3) Train your Mind 4) Train your Body 5) Think for Yourself 6) Curate your Friends 7) Curate your Environment 8) Keep your Promises 9) Stay Cheerful & Constructive 10) Upgrade the World
Re: Good Small Cap Value Funds in 2024
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)
Re: Good Small Cap Value Funds in 2024
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.