This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Top 10 U.S. Small-Cap, Mid-Cap ETFs

IWM (iShares Russell 2000 ETF) tracks the Russell 2000 index which consists of the smallest 2000 stocks in the Russell 3000 index. It was launched in May 2000. AUM equal $15 billion and average daily trading volume exceeds 59M shares. The expense ratio is .28%. The dividend is $.17 making the current yield roughly .85%. The YTD return through June 2011 is 1.66%.

Here too there are numerous leveraged long and inverse ETFs linked to the index not to mention futures and options contracts.

Data as of June 2011

IWM Top Ten Holdings & Weightings

  1. Riverbed Technology, Inc. (RVBD):                             0.40%
  2. TIBCO Software, Inc. (TIBX):                                      0.37%
  3. Rackspace Hosting, Inc. (RAX):                                   0.33%
  4. VeriFone Systems, Inc. (PAY):                                      0.32%
  5. American Capital Agency Corp. (AGNC):                     0.30%
  6. Amerigroup Corporation (AGP):                                   0.29%
  7. Brigham Exploration Company (BEXP):                        0.28%
  8. Acme Packet, Inc. (APKT):                                           0.28%
  9. Nordson Corporation (NDSN):                                     0.28%
  10. Deckers Outdoor Corporation (DECK):                       0.28%

IJR (iShares S&P 600 SmallCap 600 ETF) tracks the S&P SmallCap 600 Index. Itâ¿¿s probably a better reflection of small cap stocks than the larger IWM issue. Nevertheless they both achieve similar results. The fund was launched in May 2000. AUM equal nearly $7 billion and average daily trading volume is around 1.3M shares. The expense ratio is .20% which is lower than IWMâ¿¿s. The dividend is $.13 making the yield around .75%. As of June 2011 YTD performance is roughly 2.70%.

Data as of June 2011

IJR Top Ten Holdings & Weightings

  1. Regeneron Pharmaceuticals, Inc. (REGN):                  0.86%
  2. Amerigroup Corporation (AGP):                                   0.68%
  3. Healthspring, Inc. (HS                                                    0.56%
  4. Lufkin Industries, Inc. (LUFK):                                     0.54%
  5. Holly Corporation (HOC):                                             0.54%
  6. Biomed Realty Trust, Inc. (BMR):                                0.52%
  7. World Fuel Services Corporation (INT):                       0.50%
  8. Mid-America Apartment Communities (MAA):              0.47%
  9. Kilroy Realty Corporation (KRC):                                 0.47%
  10. Home Properties, Inc. (HME):                                      0.46%


3 of 4

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
IJR $117.07 0.00%
IJH $150.42 0.00%
IWM $123.10 0.00%
IWP $97.57 0.00%
IWR $172.03 0.00%


DOW 17,712.66 +34.43 0.19%
S&P 500 2,061.02 +4.87 0.24%
NASDAQ 4,891.2190 +27.8570 0.57%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs