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Small-cap stocks are beginning to outperform again, but ETF investors remain overwhelmingly focused on mega-cap technology and AI trades — a disconnect some strategists believe could create an opportunity in overlooked parts of the market.

There has been a visible disparity between the performance of U.S. small-caps and U.S. large-caps so far this year. What hasn't been too visible is a lot of investor interest in the action.

Expense ratios and dividend yields set these two small-cap ETFs apart, despite nearly identical returns and risk profiles over five years.

Concurrent Investment Advisors LLC raised its position in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 289.4% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 44,616 shares of the company's stock after purchasing an additional 33,159 shares during the period. Concurrent Investment

Compare how expense ratios, yield, and portfolio breadth set these two small-cap ETFs apart in risk and income profile.

Compare two leading small-cap funds with identical fees but notable differences in yield, diversification, and index strategy.

Deltec Asset Management LLC trimmed its holdings in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 26.4% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,330 shares of the company's stock after selling 10,500 shares during the

Explore how these two small-cap ETFs differ in diversification, risk, and portfolio strategy to help refine your investment approach.

Small-cap stocks have quietly been outperforming the S&P 500 through early 2026, a rotation that many investors who stayed concentrated in large-cap technology missed entirely. At the same time, the Russell 2000 has been climbing while the narrative around mega-cap dominance has begun to fracture, and the funds positioned to capture that shift are not... 3 Small-Cap ETFs Beating the S&P 500 Right Now That Most Investors Have Never Heard Of

If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM), a passively managed exchange traded fund launched on July 8, 2013.

BCS Wealth Management boosted its position in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 95.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 21,590 shares of the company's stock after purchasing an additional 10,545 shares during the

Carnegie Investment Counsel lowered its position in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 4.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 273,369 shares of the company's stock after selling 13,305 shares during the period. Carnegie Investment Counsel owned 0.10% of

Evermay Wealth Management LLC grew its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 306,200 shares of the company's stock after purchasing an

Avior Wealth Management LLC lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 540,377 shares of the company's stock after purchasing an additional 20,959 shares during the period. Avior

IJR commands a much larger asset base than SPSM Both ETFs offer similar sector exposures and nearly identical risk profiles SPSM charges a lower expense ratio and has a marginally higher dividend yield

ISCB carries a slightly higher expense ratio and a lower dividend yield compared to SPSM. ISCB has delivered a higher one-year return and broader diversification, but with a deeper five-year drawdown.
