On June 28, 2004, the iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) began its investment journey, mirroring the performance of the Morningstar US Small Cap Broad Value Extended Index. With a diverse portfolio of 1,120 holdings, ISCV boasts a 30-day SEC yield of 2.18% and an impressively low expense ratio of 0.06%. For investors seeking data-driven insights and risk assessment tools, Quantitative Risk & Value (QRV) offers a comprehensive solution, available for a two-week free trial.
This analysis is provided by Fred Piard, PhD, a seasoned quantitative analyst and IT expert with over three decades of experience in the tech industry. As the author of three books, Piard has been refining his data-driven investment strategies since 2010.
Important disclosures: The author holds no positions in the mentioned companies and has no plans to initiate any within the next 72 hours. This article represents the author’s personal opinions and is not influenced by any compensation or business relationships.
Leave a Reply