SVAL ISSUER
The Alternative Sources Small Cap Value ETF (SVAL) is brought to you by [Issuer]. This ETF seeks to track the investment results of the Russell 2000 Focused Value Select Index, provided by FTSE Russell, which measures the performance of small-capitalization U.S. companies with prominent value factor characteristics. The Underlying Index's construction involves multiple screening criteria, including liquidity, risk, leverage, and sentiment scores, before selecting and equally weighting the top 250 ranked stocks to form the Target Index. The [Issuer] uses a representative sampling indexing strategy to manage the Fund, aiming to replicate the investment profile of the Underlying Index while keeping portfolio turnover low. With a focus on achieving lower costs and better after-tax performance, the Fund typically invests at least 80% of its assets in component securities of the Underlying Index, making it an attractive option for investors seeking exposure to small-cap value stocks.
SVAL DIVIDEND
SVAL Dividend, offered by [ETF Provider], is designed to provide investors with a steady stream of dividend income while focusing on small-cap value stocks. This ETF's dividend eligibility criteria are based on the dividend policies of the underlying companies, which are typically small-cap value stocks known for their history of paying dividends. SVAL's dividend distributions are made on a quarterly basis, ensuring regular income for investors seeking dividend-focused investments. With a portfolio comprising dividend-paying small-cap value stocks, SVAL offers both income potential and exposure to this specific market segment, making it an attractive choice for dividend-oriented investors.
SVAL TRACKING
Tracking the Russell 2000 Focused Value Select Index is the primary objective of the iShares US Small Cap Value Factor ETF This ETF seeks to mirror the investment results of the Underlying Index, which is a rules-based, equal-weighted equity index provided by FTSE Russell. The Underlying Index measures the performance of small-cap U.S. companies with prominent value factor characteristics, excluding the least liquid and highest-risk companies, ultimately resulting in a portfolio of 250 equally weighted stocks. iShares US Small Cap Value Factor ETFutilizes an indexing approach, aiming to achieve lower costs and better after-tax performance by keeping portfolio turnover low. With a focus on the consumer discretionary, financials, and industrials industries, this ETF provides investors with exposure to small-cap U.S. stocks with strong value characteristics.
SVAL CORRELATION
The correlation aspect of the iShares US Small Cap Value Factor ETF(SVAL) is essential to understanding its behavior in relation to the Russell 2000 Focused Value Select Index. As SVAL seeks to track the investment results of this index, its correlation with small-capitalization U.S. companies exhibiting prominent value factor characteristics is expected to be strong. This correlation makes SVAL a valuable tool for investors interested in gaining exposure to this specific market segment while maintaining a focus on value investing strategies. For more in-depth analysis of SVAL's correlations and how it aligns with your investment goals, you can utilize our ETF Insider web app. It provides comprehensive data and visualizations for all US ETFs, helping you identify overlaps and make informed investment decisions.
SVAL SECTOR
The SVAL Sector ETF seeks to track the investment results of the Russell 2000 Focused Value Select Index, an objective and rules-based equity index provided by FTSE Russell. This ETF is heavily invested in small-capitalization U.S. companies with prominent value factor characteristics, excluding the least liquid and riskiest constituents. As of March 31, 2023, it had significant exposure to the consumer discretionary, financials, and industrials industries, offering investors a targeted approach to value investing within these sectors. The ETF employs a representative sampling indexing strategy, aiming to maintain characteristics similar to the underlying index, and generally invests at least 80% of its assets in the component securities of the index.
SVAL EXPOSURE
The exposure characteristic of the iShares US Small Cap Value Factor ETF ETF focuses on the Nasdaq Victory US Multi-Factor Minimum Volatility Index. This rules-based index aims to generate investment returns with reduced volatility compared to the broader U.S. market. It comprises mid- and large-capitalization U.S. companies from the Nasdaq US Large Mid Cap Index, emphasizing economically tied U.S. companies. ETF Insider can provide in-depth insights into this ETF's exposure, helping investors explore its holdings, sector allocations, and correlations with other assets for a comprehensive investment analysis.
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