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 ...

Welcome to TrendMap, your guide to the performance of different investment segments. No single segment always leads. In this ...

Equity markets have seen corrections across all segments, but investors are now looking at opportunities in large-cap, ...

Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. IJJ is more affordable ...

Investing in small- and mid-cap companies is often seen as a high-risk, high-reward proposition. I see it differently. Working for a firm that has more than 30 years’ experience focusing on this space ...

Closed-end funds offer an attractive investment class that covers various asset classes and promises high distributions to income investors. They can also offer reasonable total returns if the ...

Surging oil prices and a widening earnings growth gap have put the case for small and mid-caps (SMID) over large-caps on shakier ground heading into the first-quarter reporting season, according to ...