The market segment has recouped all the losses it suffered after peaking in February.
For the 12 months ended April 11, iShares Russell 2000 was up about 20%, compared with a roughly 13% gain for the S&P 500 Index, according to Morningstar.
ETFs for the small-cap portion of the U.S. market include:
- iShares Russell 2000 Index Fund (NYSEArca: IWM). IWM tries to reflect the performance of the small-cap sector of the U.S. equities market through the Russell 2000 Index. Top holdings include: TIBCO Software 0.35%, VeriFone System 0.35%, Riverbed Technology %0.34, Rackspace Hosting 0.33% and Brigham Exploration 0.33%. The fund has 1969 holdings and has an expense ratio of 0.28. IWM is up 4% in the last month.
- Vanguard Small-Cap ETF (NYSEArca: VB). VB tries to reflect the performance of the MSCI U.S. Small-Cap 1750 Index. Top holdings include: Human Genome Sciences 0.43% CMT Market Liquidity Rate 0.38%, Valeant Pharceutical Internali 0.32%, Whiting Petroleum Corporation 0.29%, Core Labratories N.V. 0.28%. The fund has 1722 holdings and has an expense ratio of 0.14%. VB is up 3.8% in the last month.
- iShares S&P SmallCap 600 (NYSEArca: IJR). IJR tries to reflect the performance of U.S. small-cap stocks represented by the Standard & Poor’s SmallCap 600 Index. Top holdings include Oil States International 0.77%, Regeneron Pharmaceuticals 0.51% Amerigroup Corp. 0.60%, Lufkin Industries 0.55% and World Fuel Services 0.53%. The fund has 601 holdings and has an expense ratio of 0.20%. IJR is up 3.7% in the last month.
For more information on small-cap companies, visit our small-caps category.
Max Chen contributed to this article.
For full disclosure, Tom Lydon’s clients own VB.