| Category Average Return | ||||||||||||
| Russell 2000 Value Index | 16.3 | 2.4 | 19.7 | -14.6 | ||||||||
| Ticker | Fund | 2021 YTD | 2020 | 2019 | 2018 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FYT | First Trust Small Cap Value AlphaDEX Fund | 17.9% | 8.9% | 23.7% | -14.7% | |||||||
| IJS | iShares S&P Small-Cap 600 Value ETF | 21.1% | -49.4% | 22.4% | -12.9% | |||||||
| IWN | iShares Russell 2000 Value ETF | 19.2% | 2.5% | 20.1% | -13% | |||||||
| JKL | iShares Morningstar Small-Cap Value ETF | 17.3% | -2% | 17.2% | -17.4% | |||||||
| OSCV | Opus Small Cap Value Plus ETF | 9.5% | 3.4% | 25.5% | -12.8% | |||||||
| PXSV | Invesco Russell 2000 Pure Value ETF | 25.6% | 20.6% | 9.7% | -12.3% | |||||||
| RZV | Invesco S&P SmallCap 600 Pure Value ETF | 24.1% | -4.8% | 21.3% | -19.7% | |||||||
| SLYV | SPDR S&P 600 Small CapValue ETF | 21.7% | 0.8% | 22.5% | -12.8% | |||||||
| VBR | Vanguard Small-Cap Value ETF | 0% | 0% | 20.9% | -12.3% | |||||||
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | 21% | 0.8% | 23% | -12.8% | |||||||
| VTWV | Vanguard Russell 2000 Value | 20.4% | 2.3% | 20.3% | -13.3% |
