Don’t Ignore The Opportunities In Undervalued Small Caps (VBR) | Investing.com

“One of my favorite ETFs in the space is the Vanguard Small-Cap Value (NYSE:VBR). It carries an ultra-low expense ratio of just 0.07%, the lowest in the small cap value group, and is broadly diversified, holding around 850 different names with financials and industrials making up half of the portfolio.”

Read the full article at Investing.com right here: Don’t Ignore The Opportunities In Undervalued Small Caps (VBR) | Investing.com

Best Long-Term Performance U.S. Small Cap Value ETFs

If you have been considering adding a U.S. Small Cap Value ETF to your portfolio, you have a lot to choose from. There are at least 17 ETFs to pick from in this category. In this article, I will show you how I came up with what I believe is the best ETF in this category for a well-balanced portfolio.

Before I go through that analysis, let’s first look at the long-term performance of the U.S. Small Cap Value asset class. This asset class has long been touted as a volatile yet lucrative place to build wealth over long periods of time. According to portfoliovisualizer.com, this asset class has returned 14.39% since 1972 vs the U.S. Large Cap Blend asset class which has returned 10.17%. Both are respectable returns but look at the effects of compounding on this chart below.

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