ISVL

EmbarrassedPart1256

For real, gotta skim those profits into growth stocks at least though, compound the gains a little. I’m thinking $FNDC, $ISVL, $VSS for solid small cap ETFs & then parking profits in some penny stocks as well. \~80-90% of the calls I made a week ago had solid moves & I either sold way early because I wanted the cash or sold before. Gotta commit to letting them cook.

xiongchiamiov

Yep. I think it's easier to use something like VEA and VWO though if you just want the full caps, rather than needing to extend SCHF and SCHE. Most often what you hear from folks who want to target that segment is that they're trying to capture the factor investing small cap value premium, and so they're looking at ISVL, AVDV, etc. At market caps, those segments are so small that I really don't think it's a big deal. https://www.bogleheads.org/wiki/Blackrock_iShares btw has a good table of etfs from the major providers if you want to compare.

RedditMapz

Yes it is the case that overweighting small caps should result in greater returns. This is called smart beta or factor investing. And a lot of good responses but let's summerize some points here: * Smaller companies have a premium, but it is usually concentrated on the small value. Small growth tends to underperform the market. * You need to filter out junk companies to capture to premium. ETFs following passive indexes do no filter out junk companies. * You need to instead search for factor ETFs that aim to capture the premium. These have more complex filters to try to capture the factor premiums. That ones you'll want to look at are SCV factor or size factor ETFs. * Smart beta can lead to decades of underperformance before gapping up, so you need to be completely sold into the idea if you take this approach because you will likely lag the market some years. Factor (Smart Beta) ETFs by Company: * [Avantis](https://www.avantisinvestors.com/content/avantis/en/investments.html?referrer=/content/avantis/en/investments.html) * [Blackrock](https://www.blackrock.com/us/financial-professionals/products/investment-funds#!type=all&style=All&view=perfNav&pageSize=25&pageNumber=1&sortColumn=totalNetAssets&sortDirection=desc&search=Factor%20ETF) * [Dimensional](https://us.dimensional.com/etfs#OurETFs) * [Fidelity](https://www.fidelity.com/etfs/different-types-of-etfs) * [JP Morgan](https://am.jpmorgan.com/us/en/asset-management/adv/investment-strategies/etf-investing/capabilities/factor-etfs/) * [Vanguard](https://advisors.vanguard.com/investments/all?strategy=Factor) Notable SCV ETFs: * AVUV * DFSV * SVAL Notable SCV Ex-US ETFs: *DISV *AVDV *ISVL Avantis and Dimensional are pretty popular in this space right now due to their superior filters. Avantis was built by former Dimensional employees while Dimensional's private funds consistently overperformed the market before making their funds public. Both of them also offer a slightly SCV tilted Total Market Fund, Dev Intl Market fund, and Emerging Market fund alternatives. It should be factor ETFs do have a higher expense ratios, but are generally still low enough to result in some positive Beta.

Howell--Jolly

70% US and 30% international. I equally distributed the US portion between AVUV, DFSV, and VIOV and the international portion between AVDV, DISV, and ISVL.

RoPrime12

>Thanks for admitting you didn’t understand anything in my post, or deliberately taking the my words of out context. I did not, but ok. ​ > I’ve pretty clearly stated that any reasonable investor will use a wide range of ETFs. That means I’ll have SPY ISVL DIVO BST along with some international ETFs in my portfolio too and that still only makes up only a part of my ETF portfolio. That is good for you, but you don't make most of the invested money in the market. ISVL: 153m AUM DIVO: 1.4b AUM BST: 1.1b SPY: 362b and there are S&P500 indexes from Vanguard, Blackrock etc. The reality is, that most of the Indexes are SPY and MSCI World. That is just how it is. > It’s not ridiculous that I’ll not know many international small cap value companies and I don’t think it somehow negates anything I’ve said. In fact in reinforces the fact that many investors like myself will choose ETFs based on strategy like “intl small cap value ETFs” or “large cap value blend with high dividends and covered calls for extra income” etc (you get the point) I think it is ridiculous, not knowing what you invest in - but you do you. You once again extrapolate your strategy to others. The numbers don't lie. ​ >Please study the ETFs market properly and don’t limit yourself to QQQ SPY and ARK, there are many, many more less known funds which provide a much better diversification and returns over long term Dude, we are not talking about if the index funds have great returns or are diversified or not. We are talking that due to the market flow of the big ETFs like SPY, MSCI World indexes etc, the prices of those assets gets artificially inflated like it happened with ARK in an extreme case. The argument was wether or not, these influence the markets and underlying assets, not if they are the best strategy or not. Anyway. Good luck in your investment journey,

ses92

> You don’t know more than 10 companies of the SP500 and say that ETFs creating a bubble is ridiculous Thanks for admitting you didn’t understand anything in my post, or deliberately taking the my words of out context. I’ve pretty clearly stated that any reasonable investor will use a wide range of ETFs. That means I’ll have SPY ISVL DIVO BST along with some international ETFs in my portfolio too and that still only makes up only a part of my ETF portfolio. It’s not ridiculous that I’ll not know many international small cap value companies and I don’t think it somehow negates anything I’ve said. In fact in reinforces the fact that many investors like myself will choose ETFs based on strategy like “intl small cap value ETFs” or “large cap value blend with high dividends and covered calls for extra income” etc (you get the point) Please study the ETFs market properly and don’t limit yourself to QQQ SPY and ARK, there are many, many more less known funds which provide a much better diversification and returns over long term