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Good Small Cap Value Funds in 2024
Posted: Thu Aug 29, 2024 10:49 am
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?
Re: Good Small Cap Value Funds in 2024
Posted: Thu Aug 29, 2024 1:51 pm
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.
Re: Good Small Cap Value Funds in 2024
Posted: Fri Aug 30, 2024 9:49 am
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.
Re: Good Small Cap Value Funds in 2024
Posted: Fri Aug 30, 2024 2:38 pm
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.
Re: Good Small Cap Value Funds in 2024
Posted: Tue Sep 03, 2024 10:55 pm
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.
Re: Good Small Cap Value Funds in 2024
Posted: Tue Sep 24, 2024 9:44 am
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.