This asset class concentrates on discounted small-cap businesses with improving fundamentals, where valuation metrics suggest upside potential. Value screens often favor financials, industrials, and energy producers that can benefit from economic upswings and mean reversion.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBR (Vanguard Small Cap Value ETF) | 11.27% | 26.15% | 16.78% | 7.79% | 10.37% | 10.93% | 8.95% | … | … |
| IJS (iShares S&P Small-Cap 600 Value ETF) | 14.67% | 37.01% | 14.68% | 5.28% | 9.56% | 10.23% | 7.95% | … | … |
| IWN (iShares Russell 2000 Value ETF) | 15.90% | 40.04% | 17.79% | 5.97% | 9.91% | 9.61% | 7.61% | … | … |
| DFSV (Dimensional US Small Cap Value ETF) | 14.61% | 34.80% | 17.48% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/24/2022
Recent Articles
- Tesla 401(k) Review: 50% Match Up to $3,000 — Is That Enough for TSLA Employees?
- Marathon Petroleum Thrift Plan Review: 117% Employer Match in the Energy Sector
- THE PROGRESSIVE 401(K) PLAN Review: 100% Match with 59% Match Rate
- THE HOME DEPOT FUTUREBUILDER Review: 150% Match with 38% Employer Match
- General Dynamics 401(k) Review: 100% Match Up to 6% With $325 Million in Employer Contributions
- June 2026 MyPlanIQ Portfolio Update
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …