iShares US Small Cap Value Factor ETF Price & Performance (SVAL)

JPMorgan Chase & Co. increased its holdings in the iShares MSCI USA Small-Cap Min Vol Factor ETF by over 500% during the fourth quarter, now owning 84,699 shares worth $3.5 million. This move signals growing institutional interest in small-cap, low-volatility strategies, with other firms like Janney Montgomery Scott also adding new positions.1

The iShares US Small Cap Value Factor ETF (SVAL) has underperformed the general market, posting a -2.0% return over the past year compared to the SPY ETF’s +4.1%. SVAL’s market cap stands at $116.87 million, and its price recently dropped to $27.18, reflecting ongoing challenges for small-cap value stocks.2

The iShares U.S. Small-Cap Equity Factor ETF (SMLF) currently holds a 'Sell' AI rating, with a 0% probability of beating the ETF universe in the next three months. The fund’s three-month performance stands at -16.82%, and its technical indicators suggest continued weakness in the near term.3