Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Small Valueor search across All Categories

Statistics as of May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 183 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Value
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.05
YTD Return
-3.9%
3yr Return
19.4%
1yr Return
4.2%
Total Assets
$52B
6M Money Flow
-$773M
Small Value
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.05
YTD Return
-3.9%
3yr Return
19.3%
1yr Return
4.1%
Total Assets
$27B
6M Money Flow
-$773M
Small Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.03
YTD Return
-8.1%
3yr Return
17.6%
1yr Return
-2.1%
Total Assets
$15B
6M Money Flow
$2B
Small Value
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.03
YTD Return
-7.7%
3yr Return
17.6%
1yr Return
-1.9%
Total Assets
$15B
6M Money Flow
-$705M
Small Value
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.05
YTD Return
-6.0%
3yr Return
18.6%
1yr Return
0.3%
Total Assets
$13B
6M Money Flow
-$402M
Small Value
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-0.15
YTD Return
-7.8%
3yr Return
4.7%
1yr Return
-0.6%
Total Assets
$11B
6M Money Flow
-$332M
Small Value
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.05
YTD Return
-6.2%
3yr Return
19.2%
1yr Return
-0.8%
Total Assets
$10B
6M Money Flow
$226M
Small Value
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.26
YTD Return
-3.4%
3yr Return
35.1%
1yr Return
3.0%
Total Assets
$8B
6M Money Flow
$2B
Small Value
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.07
YTD Return
-3.8%
3yr Return
20.6%
1yr Return
6.5%
Total Assets
$8B
6M Money Flow
$82M
Small Value
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.19
YTD Return
-11.4%
3yr Return
1.8%
1yr Return
-1.5%
Total Assets
$6B
6M Money Flow
-$283M
Small Value
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.00
YTD Return
-7.8%
3yr Return
16.1%
1yr Return
-2.4%
Total Assets
$5B
6M Money Flow
$829M
Small Value
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-0.24
YTD Return
-11.9%
3yr Return
2.8%
1yr Return
-15.3%
Total Assets
$4B
6M Money Flow
-$3B
Small Value
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
-0.04
YTD Return
-5.5%
3yr Return
12.3%
1yr Return
1.7%
Total Assets
$4B
6M Money Flow
-$286M
Small Value
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
-0.09
YTD Return
-3.8%
3yr Return
9.4%
1yr Return
2.1%
Total Assets
$4B
6M Money Flow
-$407M
Small Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
-0.09
YTD Return
-9.2%
3yr Return
9.6%
1yr Return
-4.8%
Total Assets
$4B
6M Money Flow
-$519M
Small Value
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
-0.19
YTD Return
-11.4%
3yr Return
1.9%
1yr Return
-1.6%
Total Assets
$4B
6M Money Flow
$57M
Small Value
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.07
YTD Return
-3.6%
3yr Return
20.7%
1yr Return
6.5%
Total Assets
$2B
6M Money Flow
-$658M
Small Value
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
-0.15
YTD Return
-6.8%
3yr Return
8.6%
1yr Return
2.5%
Total Assets
$2B
6M Money Flow
-$150M
Small Value
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
-0.04
YTD Return
-5.6%
3yr Return
12.8%
1yr Return
0.4%
Total Assets
$2B
6M Money Flow
-$129M
Small Value
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
-8.8%
3yr Return
10.1%
1yr Return
1.3%
Total Assets
$2B
6M Money Flow
-$50M
Small Value
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.16
YTD Return
0.6%
3yr Return
20.0%
1yr Return
10.8%
Total Assets
$2B
6M Money Flow
$128M
Small Value
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.14
YTD Return
-8.2%
3yr Return
25.5%
1yr Return
1.4%
Total Assets
$2B
6M Money Flow
$368M
Small Value
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
-0.17
YTD Return
-6.9%
3yr Return
6.8%
1yr Return
-4.7%
Total Assets
$2B
6M Money Flow
-$177M
Small Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-0.07
YTD Return
-8.8%
3yr Return
13.1%
1yr Return
-2.0%
Total Assets
$2B
6M Money Flow
$209M
Small Value
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.04
YTD Return
-6.3%
3yr Return
20.3%
1yr Return
0.0%
Total Assets
$2B
6M Money Flow
$86M
Small Value
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.3%
3yr Return
19.6%
1yr Return
-0.2%
Total Assets
$2B
6M Money Flow
$73M
Small Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-0.10
YTD Return
-9.1%
3yr Return
11.2%
1yr Return
1.4%
Total Assets
$1B
6M Money Flow
-$4M
Small Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
-9.9%
3yr Return
-
1yr Return
-4.7%
Total Assets
$1B
6M Money Flow
$68M
Small Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
-0.14
YTD Return
-7.7%
3yr Return
5.7%
1yr Return
-0.2%
Total Assets
$1B
6M Money Flow
$142M
Small Value
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
-0.06
YTD Return
-7.5%
3yr Return
9.7%
1yr Return
-5.2%
Total Assets
$1B
6M Money Flow
-$140M
Small Value
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-0.18
YTD Return
-11.4%
3yr Return
2.3%
1yr Return
-1.4%
Total Assets
$1B
6M Money Flow
-$33M
Small Value
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
-0.18
YTD Return
-11.5%
3yr Return
2.2%
1yr Return
-1.7%
Total Assets
$1B
6M Money Flow
-$33M
Small Value
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-0.12
YTD Return
-7.7%
3yr Return
7.2%
1yr Return
-1.6%
Total Assets
$1B
6M Money Flow
-$73M
Small Value
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
-0.25
YTD Return
-8.8%
3yr Return
-1.7%
1yr Return
-5.1%
Total Assets
$1B
6M Money Flow
-$57M
Small Value
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.03
YTD Return
-7.7%
3yr Return
17.8%
1yr Return
-2.7%
Total Assets
$1B
6M Money Flow
$216M
Small Value
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
-0.06
YTD Return
-7.7%
3yr Return
10.5%
1yr Return
-3.8%
Total Assets
$1B
6M Money Flow
$16M
Small Value
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
0.19
YTD Return
-3.2%
3yr Return
24.8%
1yr Return
6.9%
Total Assets
$1B
6M Money Flow
-$77M
Small Value
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.14
YTD Return
-9.6%
3yr Return
5.2%
1yr Return
-4.3%
Total Assets
$1B
6M Money Flow
-$95M
Small Value
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.12
YTD Return
-8.7%
3yr Return
11.7%
1yr Return
-4.4%
Total Assets
$987M
6M Money Flow
-$134M
Small Value
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-0.13
YTD Return
-9.9%
3yr Return
8.0%
1yr Return
-7.1%
Total Assets
$978M
6M Money Flow
-$127M
Small Value
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.08
YTD Return
-3.6%
3yr Return
21.2%
1yr Return
6.7%
Total Assets
$952M
6M Money Flow
-$11M
Small Value
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.17
YTD Return
2.3%
3yr Return
29.0%
1yr Return
10.0%
Total Assets
$910M
6M Money Flow
$77M