VTWO

AVUV: The One Actively Managed Fund That I Like

Avantis US Small Cap Value ETF has significantly outperformed the Russell 2000 and its associated sub-indices. It has also marginally outperform the S&P 500. The majority of AVUV's outperformance occurs in the months of May to August. It offers diversification benefits to investors with a bullish view on small caps. The Russell 2000 has a negative return of 5% this year.

Weekly Report: what happened at VTWO last week (0408-0412)?

Why We Won't See A Recession In 2024

The jobs market is unlikely to lead to a recession in 2024. Wage growth continues to trend lower, while a spike in unemployment that would trigger a recession appears unlikely from here. The labour market is cooling, but is expected to begin to tighten in the coming years. The decline in wage growth has been caused by a lack of labour supply.

Noteworthy ETF Inflows: VTWO, ELF, SSD, FN

IWM A Bargain As The S&P 500's P/E Hits 21x

IShares Russell 2000 ETF (IWM) is still a buy based on valuation and its diversified exposure. Small caps have been relatively weak in 2024. The first Fed rate cut is often a bullish catalyst for small caps. The SPX sells for 21 times forward operating earnings estimates.

Weekly Report: what happened at VTWO last week (0401-0405)?

U.S. Economic Review And Outlook Q1 2024

What To Buy After You Sell The Russell 2000

Despite the case for small caps, it is recommended to sell the Russell 2000 and related ETFs. The Russell 2000 suffers from negative alpha and seasonal factors. The S&P 600 and the CRSP Small Cap Index do not suffer from the same issues. IJR, VB, and AVUV are good alternatives to IWM, VRTIX, and VTWO.