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iShares Core S&P Small-Cap ETF (IJR)
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TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)
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Avantis U.S. Small Cap Value ETF (AVUV)
Q: A question was recently asked about AVUV, VIOV and DFSV; and the answer described them and ranked them in that order. TQSM was also reviewed.
My question: how does IJR rank and compare to these funds? Many thanks.
My question: how does IJR rank and compare to these funds? Many thanks.
5i Research Answer:
For general small cap exposure we think IJR is one of the best small-cap funds available. IJR is slightly different than the funds listed (which all have a value focus) but we would likely put it we think it could be #1 or #2 on the list. It is by far the largest in terms of net assets and expense is also the lowest at 0.06%. AVUV has outperformed since its inception, however IJR is more general and has the lower fee so we think it is a toss up between the two. In a small cap rally IJR has the potential to outperform.