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Research/U.S. Small Cap ETF Theme Comparison/U.S. Small CapData 2026-09-02
U.S. Small Cap ETF Theme Comparison - aeoae

U.S. Small Cap ETF Overview

This group currently tracks 23 ETFs, with average boundary fit 40.7% and average structure score 0.41.

Risk ReleaseSECTOR PHASE

U.S. Small Cap still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.

Use this page as a filter, then verify single-ETF detail pages.

Participation
4.0%
Breakout Share
0.0%
Average Fit
40.7%

RACETheme Race

ETF cumulative returns over 60 days.
RACE · 60D--
--

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
23
Current snapshot
L3+
1
4.0%
Watch List
4
Middle structure
Defense Zone
18
78.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Risk Release

U.S. Small Cap still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.

Direction
4.0%

Participation · Breakout Share 0.0% · Average Fit 40.7%

Action Bias
0.17

Start with higher-ranked ETFs, then verify boundary details.

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Broad Commodities90.0%90.0%0.8774.7%Mainline Expansion
Oil & Gas / Energy92.0%88.0%0.8472.9%Mainline Expansion
Biotech / Genomics75.0%50.0%0.6158.6%Mainline Expansion
Emerging Markets81.0%48.0%0.5764.5%Mainline Expansion
Agriculture / Water Resources60.0%60.0%0.5658.3%Mainline Expansion
Health Care Composite82.0%27.0%0.5457.9%Leader-Led
India100.0%0.0%0.5160.7%Leader-Led
Greater China50.0%20.0%0.4349.7%Leader-Led

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
4.0%
Breakout Share
0.0%
Defense
78.0%
Average Fit
40.7%
Score
16.5%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
CALFPacer US Small Cap Cash Cows 100…bullish-leaning zoneL3-L41.6%65.0%1/8Above L3 by 0.1%, stronger group position
DFSVDimensional US Small Cap Value ETFneutral zoneL3-L42.8%64.9%2/8Top-three group rank, priority watch candidate
AVUVAvantis US Small Cap Value ETFneutral zoneL3-L42.2%65.1%3/8Boundary fit 65.1%, stronger review quality
ESGVVanguard ESG U.S. Stock ETFbearish-leaning zoneL2-L33.0%62.9%4/8Currently in L2-L3, useful peer benchmark
TILTFlexShares Morningstar US Market…bearish-leaning zoneL2-L32.6%62.0%5/8Currently in L2-L3, useful peer benchmark
SLYGState Street SPDR S&P 600 Small C…strong bearish zoneL1-L28.0%65.2%6/8Boundary fit 65.2%, stronger review quality
IJTiShares S&P Small-Cap 600 Growth…strong bearish zoneL1-L27.9%64.9%7/8Currently in L1-L2, useful peer benchmark
VIOGVanguard S&P Small-Cap 600 Growth…strong bearish zoneL1-L27.9%64.2%8/8Currently in L1-L2, useful peer benchmark

07ETF Lanes

Narrow the group before opening ETF details.

08What This Page Answers

Three frequent questions with direct answers.
Is U.S. Small Cap strong now?

U.S. Small Cap is currently in Risk Release; participation is 4.0% and breakout share is 0.0%.

Which U.S. Small Cap ETF should be checked first?

Start with the first ranking card, then verify boundaries, review history and liquidity on the detail page.

What should I do next?

Open a single ETF detail page and verify Daily Review, boundary prices, holdings, liquidity and fees.

1

Read rotation first

Use the rotation radar to place this group in the broader market.

Open Rotation Radar ->
2

Then check ranking

Open the higher-ranked ETF detail first.

Open Top ETF ->
3

Cross-check peers

If the group is weak, compare peers to see where strength is moving.

Back to Research ->

09Group Distribution

Trend and boundary distribution clarify structure quickly.

Trend Distribution

12.5%25.0%62.5%
Bearish
12.5%
1
Neutral
25.0%
2
Bullish
62.5%
5

Boundary Distribution

37.5%25.0%37.5%
L3-L4
37.5%
3
L2-L3
25.0%
2
L1-L2
37.5%
3

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - U.S. Small Cap still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.
  • Evidence - Participation 4.0% · Breakout Share 0.0% · Average Fit 40.7%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
CALFPacer US Small Cap Cash Cows 100…bullish-leaning zoneL3-L4365.0%0.0%0.70
DFSVDimensional US Small Cap Value ETFneutral zoneL3-L4264.9%0.0%0.51
AVUVAvantis US Small Cap Value ETFneutral zoneL3-L4265.1%0.0%0.50
ESGVVanguard ESG U.S. Stock ETFbearish-leaning zoneL2-L3162.9%0.0%0.48
TILTFlexShares Morningstar US Market…bearish-leaning zoneL2-L3162.0%0.0%0.48
SLYGState Street SPDR S&P 600 Small C…strong bearish zoneL1-L2065.2%0.0%0.29
IJTiShares S&P Small-Cap 600 Growth…strong bearish zoneL1-L2064.9%0.0%0.26
VIOGVanguard S&P Small-Cap 600 Growth…strong bearish zoneL1-L2064.2%0.0%0.26

1212-Session Cross-Section Comparison

Compare each ETF over the recent 12-session cross-section by trend, boundary, fit and review state.
Position Layer
Average vs L3 -1.3%

Shows whether the group is only crossing the midline or already stretched far from L3.

Buffer Layer
Average vs L1 0.6%

Shows how much buffer remains above L1, which helps separate repair from stability.

Fit Layer
Average Boundary60 34.7

Shows the average historical boundary review score, a quick read on evidence quality.

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
CALFPacer US Small Cap Cash Cows 100…bullish-leaning zone3L3-L465.0%100.0%0.1%2.1%below trigger60
DFSVDimensional US Small Cap Value ETFneutral zone2L3-L464.9%75.0%-0.3%1.5%below trigger60
AVUVAvantis US Small Cap Value ETFneutral zone2L3-L465.1%75.0%-0.4%1.4%below trigger60
ESGVVanguard ESG U.S. Stock ETFbearish-leaning zone1L2-L362.9%50.0%-0.7%0.7%below trigger60
TILTFlexShares Morningstar US Market…bearish-leaning zone1L2-L362.0%80.0%-0.8%0.6%below trigger60
SLYGState Street SPDR S&P 600 Small C…strong bearish zone0L1-L265.2%80.0%-3.5%-0.1%below trigger60
IJTiShares S&P Small-Cap 600 Growth…strong bearish zone0L1-L264.9%75.0%-2.4%-0.6%below trigger60
VIOGVanguard S&P Small-Cap 600 Growth…strong bearish zone0L1-L264.2%80.0%-2.3%-0.6%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 4

Shows how many historical phase samples this group can replay against.

Phase Review
15/30D 16.9% / 42.1%

Shows how often targets were reached in shorter windows, a read on near-term efficiency.

Boundary Review
60D 76.9% · avg 33.3 days

Combines 60D reach rate and average days to target, a read on completion speed.

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
CALFPacer US Small Cap Cash Cows 100…6100.0%26.750.0%66.7%100.0%moderate39.535.9
DFSVDimensional US Small Cap Value ETF475.0%30.00.0%50.0%75.0%moderate39.138.2
AVUVAvantis US Small Cap Value ETF475.0%30.70.0%50.0%75.0%moderate41.636.3
ESGVVanguard ESG U.S. Stock ETF250.0%56.00.0%0.0%50.0%moderate37.831.3
TILTFlexShares Morningstar US Market…580.0%36.520.0%40.0%80.0%lower confidence33.029.7
SLYGState Street SPDR S&P 600 Small C…580.0%31.020.0%40.0%80.0%moderate40.935.6
IJTiShares S&P Small-Cap 600 Growth…475.0%24.325.0%50.0%75.0%moderate42.637.0
VIOGVanguard S&P Small-Cap 600 Growth…580.0%31.220.0%40.0%80.0%moderate38.733.3

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
CALFPacer US Small Cap Cash Cows 100…57.7957.3557.7258.45L3-L4
DFSVDimensional US Small Cap Value ETF40.1139.9740.2140.74L3-L4
AVUVAvantis US Small Cap Value ETF125.92125.62126.42128.01L3-L4
ESGVVanguard ESG U.S. Stock ETF135.58135.80136.54138.38L2-L3
TILTFlexShares Morningstar US Market…282.57283.07284.90288.32L2-L3
SLYGState Street SPDR S&P 600 Small C…112.87114.83116.91121.09L1-L2
IJTiShares S&P Small-Cap 600 Growth…169.15171.50173.32176.99L1-L2
VIOGVanguard S&P Small-Cap 600 Growth…145.36147.43148.82152.27L1-L2

15Research Caliber

Grouping source, comparison order and interpretation boundary.
Grouping Source

Members follow the same grouping used by the rotation radar, so this page is rebuilt as data updates.

Reading Order

Read group breadth and distribution first, then ETF lanes, boundary position and historical fit.

Interpretation Boundary

The page explains relative structure inside the group; it does not replace official disclosures or suitability checks.

Risk Note - Risk note: group strength changes quickly. Verify official disclosures, liquidity and suitability independently.