Index January 26, 2020

Index Pic

Weekly Performance

TickerFundNavWeekChPct
VBK:US Vanguard Small-Cap Growth ETF i4.63
IWO:US iShares Russell 2000 Growth ETF4.61
0V1T:TH Vanguard Small-Cap ETF is an ex3.20
IJR:AU iShares Core S&P Small-Cap ETF 2.53
VB:US Vanguard Small-Cap ETF is an ex2.45
IJT:US iShares S&P SmallCap 600 Growth2.36
SCHA:US Schwab U.S. Small-Cap ETF is an2.33
IJS:US iShares S&P SmallCap 600 Value 1.21
DES:US WisdomTree SmallCap Dividend Fu0.84
VBR:US Vanguard Small-Cap Value ETF is0.71

Funds last Month

NamemonthChPct
VANGUARD SMALL-CAP GROWTH ETF (VBK)5.17
ISHARES RUSSELL 2000 GROWTH ETF (IWO)5.14
ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT)3.22
VANGUARD SMALL-CAP ETF (VB)2.83
SCHWAB US SMALL-CAP ETF (SCHA)2.83
VANGUARD SMALL-CAP ETF (0V1T)1.90
WISDOMTREE SMALLCAP DIVIDEND FUND (DES)1.47
ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS)1.28
VANGUARD SMALL-CAP VALUE ETF (VBR)1.04
ISHARES CORE S&P SMALL-CAP ETF (IJR)0.22

Funds YTD

NameYTDChPct
VANGUARD SMALL-CAP GROWTH ETF (VBK)31.15
ISHARES RUSSELL 2000 GROWTH ETF (IWO)26.64
VANGUARD SMALL-CAP ETF (VB)25.21
SCHWAB US SMALL-CAP ETF (SCHA)24.13
ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS)22.38
VANGUARD SMALL-CAP VALUE ETF (VBR)20.31
WISDOMTREE SMALLCAP DIVIDEND FUND (DES)19.11
ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT)18.63
ISHARES CORE S&P SMALL-CAP ETF (IJR)18.51
VANGUARD SMALL-CAP ETF (0V1T)16.23

Funds Last 12 months

Name1yrChPct
VANGUARD SMALL-CAP GROWTH ETF (VBK)20.17
VANGUARD SMALL-CAP ETF (0V1T)17.81
ISHARES RUSSELL 2000 GROWTH ETF (IWO)15.78
VANGUARD SMALL-CAP ETF (VB)14.69
SCHWAB US SMALL-CAP ETF (SCHA)13.29
ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS)12.10
VANGUARD SMALL-CAP VALUE ETF (VBR)10.18
WISDOMTREE SMALLCAP DIVIDEND FUND (DES)8.93
ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT)8.74
ISHARES CORE S&P SMALL-CAP ETF (IJR)8.45



MidLincoln Fund Atlas SMALL-CAP

Some key metrics and valuations
TickerFundstyleobjectiveassclasstypeflowUSDmnNavWeekPctChAssetsUSDmn
VBK:US Vanguard Small-Cap Growth ETF iSizeSMALL-CAPEquityETF-40.314.639535.23
IWO:US iShares Russell 2000 Growth ETFSizeSMALL-CAPEquityETF27.074.619446.02
SCHA:US Schwab U.S. Small-Cap ETF is anSizeSMALL-CAPEquityETF-30.042.338756.57
IJS:US iShares S&P SmallCap 600 Value SizeSMALL-CAPEquityETF-50.281.216502.99
IJT:US iShares S&P SmallCap 600 GrowthSizeSMALL-CAPEquityETF-72.762.365315.92
0V1T:TH Vanguard Small-Cap ETF is an exSizeSMALL-CAPEquityETF-120.723.2026767.85
VB:US Vanguard Small-Cap ETF is an exSizeSMALL-CAPEquityETF73.812.4526767.85
DES:US WisdomTree SmallCap Dividend FuSizeSMALL-CAPEquityETF-13.920.842153.40
VBR:US Vanguard Small-Cap Value ETF isSizeSMALL-CAPEquityETF-70.960.7114272.33
IJR:AU iShares Core S&P Small-Cap ETF SizeSMALL-CAPEquityETF-3.172.53133.17

YTD Flows

TickerFundAsset ClasstypeFlow USD mn
VB:US Vanguard Small-Cap ETF is an exEquityETF1302.35
VBR:US Vanguard Small-Cap Value ETF isEquityETF689.90
SCHA:US Schwab U.S. Small-Cap ETF is anEquityETF488.90
IJS:US iShares S&P SmallCap 600 Value EquityETF144.44
VBK:US Vanguard Small-Cap Growth ETF iEquityETF86.68
DES:US WisdomTree SmallCap Dividend FuEquityETF62.46
IJR:AU iShares Core S&P Small-Cap ETF EquityETF2.61
0V1T:TH Vanguard Small-Cap ETF is an exEquityETF-318.02
IWO:US iShares Russell 2000 Growth ETFEquityETF-927.97
IJT:US iShares S&P SmallCap 600 GrowthEquityETF-979.88

1m Flows

TickerFundAsset ClasstypeFlow USD mn
VB:US Vanguard Small-Cap ETF is an exEquityETF73.81
IWO:US iShares Russell 2000 Growth ETFEquityETF27.07
IJR:AU iShares Core S&P Small-Cap ETF EquityETF-3.17
DES:US WisdomTree SmallCap Dividend FuEquityETF-13.92
SCHA:US Schwab U.S. Small-Cap ETF is anEquityETF-30.04
VBK:US Vanguard Small-Cap Growth ETF iEquityETF-40.31
IJS:US iShares S&P SmallCap 600 Value EquityETF-50.28
VBR:US Vanguard Small-Cap Value ETF isEquityETF-70.96
IJT:US iShares S&P SmallCap 600 GrowthEquityETF-72.76
0V1T:TH Vanguard Small-Cap ETF is an exEquityETF-120.72

12m Flows

TickerFundAsset ClasstypeFlow USD mn
VB:US Vanguard Small-Cap ETF is an exEquityETF677.53
SCHA:US Schwab U.S. Small-Cap ETF is anEquityETF553.94
VBR:US Vanguard Small-Cap Value ETF isEquityETF510.40
VBK:US Vanguard Small-Cap Growth ETF iEquityETF130.83
DES:US WisdomTree SmallCap Dividend FuEquityETF88.89
IJR:AU iShares Core S&P Small-Cap ETF EquityETF6.46
IJS:US iShares S&P SmallCap 600 Value EquityETF-96.35
IJT:US iShares S&P SmallCap 600 GrowthEquityETF-689.91
IWO:US iShares Russell 2000 Growth ETFEquityETF-864.93
0V1T:TH Vanguard Small-Cap ETF is an exEquityETF-1273.11


Weekly Fund Flow USD mn

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Total AUM USD mn

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