The best way to invest in

Small Cap Equities

Access the broad universe of US small-cap companies - businesses with significant growth potential that operate below the radar of large institutional investors. Small-cap equities have historically outperformed large-caps over the long run, with higher risk and return potential.
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7.2%* 5Y annualised returns
610+ US small-cap companies
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RETURNS DATA

Invest in America's next generation of corporate leaders: 7.2%* 5Y annualised returns

If you had invested in the Small Cap Equities from July 2021 to July 2026, your money could have grown by around 42%.

1 Year Returns

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It's cost-effective

  • Start investing today to get unlimited free buy orders for your next month.
  • After, it's only $1.99 USD per buy or sell order, excluding SST.
  • No additional management fee, no matter how much you invest.
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It's simple

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  • Automate recurring investments for ease of mind.
  • No minimum balance, no lock-ins, and high liquidity mean you can access your funds anytime.
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It's intelligent

  • Our investment team analyses thousands of ETFs to identify cost-efficient, tax-efficient, and well-managed options.
  • We swap underlying ETFs if a better alternative surfaces, saving you more over time.
Cost-effective icon

It's cost-effective

  • Start investing today to get unlimited free buy orders for your next month.
  • After, it's only $1.99 USD per buy or sell order, excluding SST.
  • No additional management fee, no matter how much you invest.
Simple icon

It's simple

  • Build your portfolio in as little as 1 minute.
  • Automate recurring investments for ease of mind.
  • No minimum balance, no lock-ins, and high liquidity mean you can access your funds anytime.
Intelligent icon

It's intelligent

  • Our investment team analyses thousands of ETFs to identify cost-efficient, tax-efficient, and well-managed options.
  • We swap underlying ETFs if a better alternative surfaces, saving you more over time.

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Own US small-cap stocks with one investment

Invest in the high-growth potential of smaller US companies

Asset Class Overview

Small Cap Equities Snapshot

Key information across returns, asset class profile, and investment details.

Returns

Annualised since inception
+10.11%
Since 31 May 2000
5-year annualised
+7.24%
Since 30 June 2021
1-year annualised
+35.90%
Since 30 June 2025
Year-to-date
+21.20%
Since 2026
Positive years since inception
76.00%
of calendar years

Fund Profile

Asset type
Equities
Fund inception
2000

Fundamentals

Expense ratio
0.06%
Annual ETF expense ratio
1-year dividend yield
1.13%
Trailing 12-month yield
Currency denomination
USD
US Dollar
Disclaimer

RETURNS DATA

Annual returns since 2000

Growth driven by America's high-potential small-cap companies

Did you know icon

Did you know?

Academic research by Fama and French identified a persistent 'size premium' in equity markets — the tendency for smaller companies to deliver higher long-term returns than larger ones. Small-cap companies are typically less followed by analysts, less efficiently priced, and more exposed to domestic economic conditions than large multinationals — creating both higher risk and, historically, higher reward. The S&P 600 Small Cap Index, which this ETF tracks, includes a profitability requirement not present in competing small-cap indices, giving it a quality tilt that has contributed to stronger historical performance relative to the broader Russell 2000.

PORTFOLIO BREAKDOWN

Sector exposure

Financial

24.5%

Consumer, Non-cyclical

20.2%

Industrial

15.3%

Consumer, Cyclical

14.5%

Technology

8.5%

Energy

5.6%

Communications

5.0%

Basic Materials

3.8%

Utilities

2.0%

Source: Bloomberg. Weights are approximate and subject to change on index rebalance.