After Watching Small Cap Value Crush Growth by 9 Points in 2026 These 3 ETFs Captured the Premium Best Quick Read – Avantis U.S.
Small Cap Value ETF (AVUV) returned 18% year-to-date and 38% over the trailing year by combining cheap valuations with high profitability and stable cash generation across a 500+ name portfolio. iShares S&P SmallCap 600 Value ETF (IJS) returned 15% year-to-date and 39% over the trailing year through a profitability screen that excludes unprofitable small caps
Vanguard Small-Cap Value ETF (VBR) returned 11% year-to-date and 26% over the trailing year with a broader, looser multifactor value definition and lower expenses of 18 basis points. – Small-cap value beat large growth by roughly 9 percentage points year-to-date as the Magnificent 7 narrative collapsed, with the top 10 US stocks representing over a third of the market while small-caps traded at a discount to fair value with minimal AI exposure. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Avantis U.S. Small Cap Value ETF didn’t make the cut. Grab the names FREE today.
Small-cap value has done something in 2026 that few investors positioned for: it pulled meaningfully ahead of the growth complex that defined the prior decade. The thesis here is that small value beat large growth by roughly 9 percentage points year to date as the Magnificent 7 narrative broke down, and three ETFs have captured that premium more cleanly than the rest. Avantis U.S.