Small-cap’s relative strength doesn’t have longer-term significance because it is caused by short-term seasonal factors. Small-cap stocks are having a great start to the year, but that doesn’t mean ...
State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM 1.88%) and iShares Morningstar Small-Cap ETF (ISCB 2.00%) both target U.S. small-cap stocks, but ISCB offers broader divers ...
We believe a new paradigm is emerging with the potential to undercut the stubborn dynamic that weighed on small-cap ...
Small-cap outperformance in recent years has been a rare thing. The Russell 2000 index has only beaten the S&P 500 (SNPINDEX: ^GSPC) once since 2017. That was in 2020 and it only outperformed by about ...
U.S. stocks rose during the quarter. Large-cap stocks slightly outperformed small-cap stocks, and both outperformed mid-cap ...
Thanks to inflation, $100 doesn't sound like much these days, but there's another way for investors to look at that amount. Consider it as a seed to be planted and, when tended to, one that will grow ...
Prior to joining Brown Advisory in 2008, he was a Managing Director for the financial institutions mergers and acquisition advisory group of Citigroup and a Managing Director in the M&A practice of ...
A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...
If you’re cynical about whether the small-cap rally of 2026 will last, I don’t blame you. The month of January has long been associated with strong returns for the asset class, but overall performance ...
VBR carries a much lower expense ratio than IJJ and holds a broader basket of small-cap value stocks. IJJ tilts more heavily toward financials and mid-cap companies, with slightly less volatility over ...