Index October 22, 2019

Index Pic

Weekly Performance

TickerFundNavWeekChPct
IJR:AU iShares Core S&P Small-Cap ETF -2.67
VBK:US Vanguard Small-Cap Growth ETF i-4.80
VB:US Vanguard Small-Cap ETF is an ex-5.22
0V1T:TH Vanguard Small-Cap ETF is an ex-5.51
VBR:US Vanguard Small-Cap Value ETF is-5.59
DES:US WisdomTree SmallCap Dividend Fu-5.64
SCHA:US Schwab U.S. Small-Cap ETF is an-6.69
IJT:US iShares S&P SmallCap 600 Growth-6.85
IJS:US iShares S&P SmallCap 600 Value -7.09
IWO:US iShares Russell 2000 Growth ETF-7.47

Funds last Month

NamemonthChPct
ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS)8.78
WISDOMTREE SMALLCAP DIVIDEND FUND (DES)8.61
ISHARES CORE S&P SMALL-CAP ETF (IJR)7.37
VANGUARD SMALL-CAP VALUE ETF (VBR)6.68
SCHWAB US SMALL-CAP ETF (SCHA)4.88
VANGUARD SMALL-CAP ETF (VB)4.67
ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT)4.44
ISHARES RUSSELL 2000 GROWTH ETF (IWO)3.74
VANGUARD SMALL-CAP GROWTH ETF (VBK)2.57

Funds YTD

NameYTDChPct
VANGUARD SMALL-CAP GROWTH ETF (VBK)25.51
VANGUARD SMALL-CAP ETF (VB)20.81
ISHARES RUSSELL 2000 GROWTH ETF (IWO)20.71
SCHWAB US SMALL-CAP ETF (SCHA)19.75
ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS)18.36
VANGUARD SMALL-CAP VALUE ETF (VBR)16.83
ISHARES CORE S&P SMALL-CAP ETF (IJR)16.12
ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT)15.65
WISDOMTREE SMALLCAP DIVIDEND FUND (DES)15.39
VANGUARD SMALL-CAP ETF (0V1T)12.37

Funds Last 12 months

Name1yrChPct
VANGUARD SMALL-CAP GROWTH ETF (VBK)0.03
VANGUARD SMALL-CAP ETF (0V1T)-1.84
VANGUARD SMALL-CAP ETF (VB)-2.59
WISDOMTREE SMALLCAP DIVIDEND FUND (DES)-4.80
VANGUARD SMALL-CAP VALUE ETF (VBR)-4.90
SCHWAB US SMALL-CAP ETF (SCHA)-5.66
ISHARES RUSSELL 2000 GROWTH ETF (IWO)-6.94
ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS)-7.64
ISHARES CORE S&P SMALL-CAP ETF (IJR)-9.00
ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT)-9.80



MidLincoln Fund Atlas SMALL-CAP

Some key metrics and valuations
TickerFundstyleobjectiveassclasstypeflowUSDmnNavWeekPctChAssetsUSDmn
IWO:US iShares Russell 2000 Growth ETFSizeSMALL-CAPEquityETF-87.13-7.479199.92
VBK:US Vanguard Small-Cap Growth ETF iSizeSMALL-CAPEquityETF29.81-4.809103.68
SCHA:US Schwab U.S. Small-Cap ETF is anSizeSMALL-CAPEquityETF95.95-6.698431.15
IJS:US iShares S&P SmallCap 600 Value SizeSMALL-CAPEquityETF135.72-7.096333.54
IJT:US iShares S&P SmallCap 600 GrowthSizeSMALL-CAPEquityETF-9.29-6.855360.25
VB:US Vanguard Small-Cap ETF is an exSizeSMALL-CAPEquityETF127.17-5.2225536.85
0V1T:TH Vanguard Small-Cap ETF is an exSizeSMALL-CAPEquityETF199.59-5.5125536.85
DES:US WisdomTree SmallCap Dividend FuSizeSMALL-CAPEquityETF9.58-5.642124.77
VBR:US Vanguard Small-Cap Value ETF isSizeSMALL-CAPEquityETF106.86-5.5913620.85
IJR:AU iShares Core S&P Small-Cap ETF SizeSMALL-CAPEquityETF-4.86-2.67133.94

YTD Flows

TickerFundAsset ClasstypeFlow USD mn
VB:US Vanguard Small-Cap ETF is an exEquityETF1103.01
VBR:US Vanguard Small-Cap Value ETF isEquityETF515.97
SCHA:US Schwab U.S. Small-Cap ETF is anEquityETF515.29
IJS:US iShares S&P SmallCap 600 Value EquityETF281.37
VBK:US Vanguard Small-Cap Growth ETF iEquityETF96.37
DES:US WisdomTree SmallCap Dividend FuEquityETF87.69
IJR:AU iShares Core S&P Small-Cap ETF EquityETF1.99
0V1T:TH Vanguard Small-Cap ETF is an exEquityETF-687.04
IJT:US iShares S&P SmallCap 600 GrowthEquityETF-842.23
IWO:US iShares Russell 2000 Growth ETFEquityETF-884.32

1m Flows

TickerFundAsset ClasstypeFlow USD mn
IJS:US iShares S&P SmallCap 600 Value EquityETF42.14
IJR:AU iShares Core S&P Small-Cap ETF EquityETF-1.61
VBR:US Vanguard Small-Cap Value ETF isEquityETF-14.04
SCHA:US Schwab U.S. Small-Cap ETF is anEquityETF-21.46
DES:US WisdomTree SmallCap Dividend FuEquityETF-47.22
IJT:US iShares S&P SmallCap 600 GrowthEquityETF-232.45
VB:US Vanguard Small-Cap ETF is an exEquityETF-234.24
VBK:US Vanguard Small-Cap Growth ETF iEquityETF-248.82
IWO:US iShares Russell 2000 Growth ETFEquityETF-340.14
0V1T:TH Vanguard Small-Cap ETF is an exEquityETF-865.56

12m Flows

TickerFundAsset ClasstypeFlow USD mn
VB:US Vanguard Small-Cap ETF is an exEquityETF908.25
SCHA:US Schwab U.S. Small-Cap ETF is anEquityETF440.48
VBR:US Vanguard Small-Cap Value ETF isEquityETF284.22
IJS:US iShares S&P SmallCap 600 Value EquityETF251.01
DES:US WisdomTree SmallCap Dividend FuEquityETF61.11
IJR:AU iShares Core S&P Small-Cap ETF EquityETF9.37
VBK:US Vanguard Small-Cap Growth ETF iEquityETF-81.69
IWO:US iShares Russell 2000 Growth ETFEquityETF-854.69
IJT:US iShares S&P SmallCap 600 GrowthEquityETF-1035.28
0V1T:TH Vanguard Small-Cap ETF is an exEquityETF-1052.36


Weekly Fund Flow USD mn

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Total AUM USD mn

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