IJR

Value stocks and small companies are outperforming broad market cap indexes this year, according to a set of ETFs. The article questions whether this performance will continue.

Smaller-cap companies may benefit from the large amounts of capital that mega-cap tech firms are investing in AI infrastructure. The piece suggests this could be a good time to consider small-cap exposure.

Both SPSM and IJR track the same index and have similar returns, but one charges half the fee and offers a higher dividend yield.

In August, most major asset classes rose, with commodities leading for a second straight month, based on ETF proxies.

The rebound in smaller stocks indicates broader return potential beyond AI-related issues.