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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.62% per year. These returns cover a period from January 1, 1988 through June 2, 2025. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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Zacks News
5 Small-Cap ETFs That Outperformed Russell 2000 in the Last 3 Months
by Sweta Killa
Small-cap ETFs have been outperforming on optimism over Donald Trump's policies, which will likely result in faster economic growth.
Inside Small-Cap's 3-Year Best Surge in Popularity: ETFs in Focus
by Sanghamitra Saha
Wall Street's newfound bullishness on small caps reflects a notable shift in market dynamics, with several analysts predicting continued growth.
Time for Mid-Cap Value ETFs to Capitalize on "Rolling Expansion"?
by Sanghamitra Saha
While many Wall Street analysts were expecting a soft landing in the U.S. economy hurt by high inflation and rates, the latest view is that "rolling recession" is turning into "rolling expansion," per a top Wall Street economist, as quoted on MarketWatch.
4 Small-Cap ETFs Beating the S&P 500 in 1H
by Sanghamitra Saha
In the first half of 2023, U.S. small-cap stocks lagged behind the S&P 500. Still, these ETFs topped the S&P 500.
Are the Tables Turning for Small-Cap ETFs?
by Sanghamitra Saha
Though small-cap stocks underperformed the mega-cap stocks this year, things could turn in favor of the pint-sized stocks now.
Time for Small-Cap ETFs Now?
by Sanghamitra Saha
U.S. small-cap index the Russell 2000 gained the most last week.