This week started off with a bit of a muted open, with the major 3 indices trading around levels from last week. Gains for the year are looking impressive, with indices well into the double digits for returns. Last week, we had a mixed jobs report, while the headline number of jobs added missed expectations, that unemployment rate did dip to 5.8%, a remarkable journey lower after an unprecedented year. This week, all eyes will be on the big CPI data coming as inflation remains a hot topic, and especially whether the recent surge has been transitory or is here to stay. Q.ai’s deep learning algorithms have identified several top US SMID Cap Smart Beta ETFs based on fund flows over the last 90-days, 30-days, and 7-days. We have recognized 5 ETFs rated as “Best” and another 5 rated as “Caution.”
Sign up for the free Forbes AI Investor newsletter here to join an exclusive AI investing community and get premium investing ideas before markets open.
Best
iShares Russell 2000 ETF (IWM)
The iShares Russell 2000 ETF IWM is the first of five “Best” rated ETFs this week. The ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities. The ETF is on the larger size with $68,392,708,107.60 AUM. It has seen negative fund flows, with a 90-day fund flow of -$2,877,461,975.00, and a 30-day fund flow of -$1,050,540,630.00, and a 1-week fund flow of -$834,986,550.00. The ETFs net expense ratio of 0.20% is on the expensive side for this week’s list, but not the most expensive.
Simple moving average of iShares Russell 2000 ETF (IWM)
Forbes AI Investor
Vanguard Mid-Cap ETF
(VO)
The Vanguard Mid-Cap ETF VO is the next US SMID Smart Beta ETF rated as “Best” this week. The ETF’s goal is to gain exposure to core U.S. mid cap equity companies. The ETF is medium-sized with $46,948,283,796.20 AUM. It has seen positive fund flows, with a 90-day fund flow of $1,122,068,208.08, 30-day fund flow of $382,212,932.65, and 1-week fund flow of $38,545,571.74. Its net expense ratio is extremely attractive at 0.04%.
Simple moving average of Vanguard Mid-Cap ETF (VO)
Forbes AI Investor
Vanguard Small-Cap ETF (VB)
Another Vanguard holding makes this list in the Vanguard Small-Cap ETF VB and is our third Best-rated ETF this week. The ETF is for those looking to seek to maximize exposure to small cap U.S. companies, and corresponds generally to the CRSP US Small Cap Index, after fees and expenses. The ETF is medium-sized as well, with $44,471,437,867.20 AUM. It has seen positive fund flows as of late, with an increase over the last 90 days of $1,621,274,228.86, a 30-day fund flow of $418,443,860.20, and a 1-week fund flow of $292,109,514.82. Its net expense ratio of 0.05% is very attractive.
Simple moving average of Vanguard Small-Cap ETF (VB)
Forbes AI Investor
Vanguard Extended Market ETF (VXF)
The next ETF on our list of Best-rated is the Vanguard Extended Market ETF VXF . The ETF provides a convenient way to match the performance of virtually all regularly traded U.S. stocks except those in the S&P 500 Index. The ETF is one of the smaller ones this week with $16,034,016,700.60 AUM. It has also seen positive fund flows, with a 90-day fund flow of $954,984,557.61, 30-day fund flow of $260,471,348.73, and 1-week fund flow of $86,998,902.03. Its net expense ratio of 0.07% is quite attractive.
Simple moving average of Vanguard Extended Market ETF (VXF)
Forbes AI Investor
iShares Russell Mid-Cap ETF (IWR)
The iShares Russell Mid-Cap ETF IWR is our fifth Best-rated ETF this week. The objective of the ETF is to track mid-cap companies in the US as well. The ETF is medium sized on this week’s list with $28,133,896,668.80 AUM. It has also seen primarily positive fund flows, with a 90-day fund flow of $528,848,440.00, 30-day fund flow of $192,173,980.00, and 1-week fund flow of $19,572,500.00. Its net expense ratio of 0.20% is on the higher side this week.
Simple moving average of iShares Russell Mid-Cap ETF (IWR)
Forbes AI Investor
Caution
Vanguard Russell 2000 ETF (VTWO)
The Vanguard Russell 2000 ETF is our first U.S. SMID Cap Smart Beta ETF VTWO rated Caution this week. This ETF Invests in stocks in the Russell 2000 Index, a broadly diversified index predominantly made up of stocks of small U.S. companies. It is also small sized in terms of AUM with $5,111,306,500.00 AUM. Its fund flows have been mixed, with a 90-day fund flow of $6,041,338,750.00, a 30-day fund flow of -$17,543,000.00, and a 1-week fund flow of -$20,562,500.00. With a net expense ratio of 0.15%, it is middle of the pack in terms of cost this week.
Simple moving average of Vanguard Russell 2000 ETF (VTWO)
Forbes AI Investor
Schwab US Small-Cap ETF (SCHA)
The next Caution-rated ETF for this week is the Schwab US Small-Cap ETF SCHA . This ETF goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. It is one of the smaller ETFs this week in terms of AUM with $15,460,479,490.83 AUM. Its fund flows have been consistently positive, with a 90-day fund flow of $328,989,924.40, 30-day fund flow of $161,063,691.10, and 1-week fund flow of $20,750,668.70. With a net expense ratio of 0.05%, it is also very inexpensive.
Simple moving average of Schwab US Small-Cap ETF (SCHA)
Forbes AI Investor
iShares S&P SmallCap 600 ETF (IJR)
The next Caution-rated ETF is the iShares S&P SmallCap 600 ETF IJR . The goal of this ETF is to track the investment results of an index composed of small-capitalization U.S. equities. With $68,860,805,533.80 it is the largest ETF on this week’s list. Its fund flows have been consistently positive with a 90-day fund flow of $657,419,660.00, 30-day fund flow of $650,935,340.00, and 1-week fund flow of $199,383,105.00. With a net expense ratio of 0.06%, it is also very cheap.
Simple moving average of iShares S&P SmallCap 600 ETF (IJR)
Forbes AI Investor
Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)
The Invesco FTSE RAFI US 1500 Small-Mid TF PRFZ is our fourth Caution-rated ETF this week. This ETF is based on the FTSE RAFI US 1500 Small-Mid Index. With 1,935,237,744.00 in AUM, it is one of the smallest ETFs on this week’s list. Its fund flows have been negative with a 90-day fund flow of -$38,095,037.10, 30-day fund flow of -$7,327,349.80, and 1-week fund flow of -$1,883,315.40. With a net expense ratio of 0.39%, it is the most expensive ETF on this week’s list.
Simple moving average of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)
Forbes AI Investor
Schwab U.S. Mid-Cap ETF (SCHM)
The SPDR S&P Dividend ETF SCHM our final Good-rated ETF this week. This ETF goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index. With $9,211,869,359.94 AUM, it is medium-sized on this week’s list. Its fund flows have been positive with a 90-day fund flow of $322,547,252.45, a 30-day fund flow of $108,103,932.15, and a 1-week fund flow of $19,475,152.80. With a net expense ratio of 0.05%, it is one of the cheapest this week.
Simple moving average of Schwab U.S. Mid-Cap ETF (SCHM)
Forbes AI Investor
Liked what you read? Sign up for our free Forbes AI Investor Newsletter here to get AI driven investing ideas weekly. For a limited time, subscribers can join an exclusive slack group to get these ideas before markets open.
