Small Cap Blend Stocks – Portfolio Charts

Small cap blend is the subset of stocks that covers smaller listed companies in any given market. It is a good option for expanding beyond large cap exposure.

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Not all small cap blend stocks are the same, and the numbers depend on your local currency and inflation. Choose the target market and home country, and the page will display funds and data that apply to you.

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where the fund invests

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Index Funds

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United States Small Cap Blend Stocks

ETFs in the United States

	Ticker	Provider	Index	Expense Ratio
	VB	Vanguard	Morningstar US Small Cap	0.03
ISIN: US9229087518; Dividends: Distributing; Notes: —
	SCHA	Charles Schwab	DJ U.S. Small Cap	0.03
ISIN: US8085246077; Dividends: Distributing; Notes: —
	SPSM	State Street	S&P 600 Small Cap	0.03
ISIN: US78468R8530; Dividends: Distributing; Notes: —
	ISCB	iShares	Morningstar Small Cap	0.04
ISIN: US4642885051; Dividends: Distributing; Notes: —
	IJR	iShares	S&P Small Cap	0.06
ISIN: US4642878049; Dividends: Distributing; Notes: —
	VTWO	Vanguard	Russell 2000	0.06
ISIN: US92206C6646; Dividends: Distributing; Notes: —
	VIOO	Vanguard	S&P Small Cap 600	0.07
ISIN: US9219328286; Dividends: Distributing; Notes: —
	IWM	iShares	Russell 2000	0.19
ISIN: US4642876555; Dividends: Distributing; Notes: —

Notes Definitions

+SCB — Total market fund that includes small caps (85% LCB + 15% SCB)

+EM — Global fund that includes emerging markets (~90% DEV + 10% EM)

-CAN — Excludes Canada (or other specified country normally in the index)

Acc — Accumulating

Dist — Distributing

Assume there are errors and always do your own research. No listings or links are sponsored. Because they track similar indices, all funds should have similar returns before fees.

/// Report an error or suggest a fund ///

Alternatives

Other options when no small cap blend funds are available

USA Small Cap Blend — Because it is a large market, there tend to me more small cap funds in the US than in other countries.

Definition

The Portfolio Charts small cap blend data tracks the smallest 85th through 98th percentile of a given market sorted by capitalization. The last 2% is generally considered micro caps and is excluded.

Some index providers define small cap blend using a company count instead of market percentages. Because of the way both methods are based on historical standards in the data, they should still be in the same ballpark.

“Blend” is a short way to say that the index blends together both growth and value stocks. It represents the full small cap segment of a given market with no additional filters applied.

Note that some sources complain that certain small cap funds contain too many mid cap companies. That perception comes from a combination of varying definitions of what “small cap” means and trading bands used by real-world funds to prevent unnecessary trading costs as companies grow and shrink at the border of large caps. The PC data reflects practical real-world data and not theoretically “ideal” definitions.

Performance

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Since 1970, an investor in the United States holding United States small cap blend stocks earned an average 9.5% real return, with a baseline CAGR of 6.4% over 15 years. Its worst peak-to-trough loss was 60%, and the longest a new investment spent below water was under 9 years.

United States Small Cap Blend Stock Performance

For an investor in the United States, 1970–2025
#	Metric	What it measures
9.5%	Average return	Mean annual return after inflation
6.4%	Baseline real return (15 years)	What 15-year stretches returned in the weaker outcomes
60%	Deepest drawdown	Worst peak-to-trough loss after inflation
9 years	Longest drawdown	Longest a new investment stayed below what you put in
19.6%	Volatility (standard deviation)	Year-to-year variation in returns

See this asset in the Annual Returns, Long Term Returns, and Drawdowns charts.

Chart

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United States Small Cap Blend Stocks

This displays every real CAGR based on the year the money was invested and the years held.

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Data for all markets and home countries

Small Cap Blend Stock Data for All Markets and Home Countries

Everything this page knows about small cap blend stocks, as plain text for readers and assistants that cannot use the controls above: first the performance stats for every market and home country, then every index fund on this page by market and home country. The blocks above show one market and one home country at a time; these tables show all of them.

To open this page on a specific market and home country, link readers to it with ?market=MARKET&home=COUNTRY added to the URL, using the codes shown in parentheses — market codes on the rows of the stats tables and in the Market column of the fund tables, home country codes on the stats tables' headings and in the Home countries column of the fund tables (e.g. ?market=xus&home=deu). Either parameter may be omitted; the defaults are the United States for both. The asset itself is fixed by the page, so ?pk= has no effect here. More in the Guide for AI Assistants.

Small Cap Blend Stock Performance by Market and Home Country

Small Cap Blend Stocks in all 4 markets the data tracks, for all 12 home countries, 1970–2025. Each row is one market; each table is one home country.

United States (usa)

Small Cap Blend Stock Performance by Market and Home Country: United States, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.2%	3.4%	48%	15 years	22.4%
Developed World (dev)	8.2%	5.2%	47%	11 years	18.5%
Europe (eur)	8.6%	4.6%	55%	14 years	23.8%
United States (usa)	9.5%	6.4%	60%	9 years	19.6%

Australia (aus)

Small Cap Blend Stock Performance by Market and Home Country: Australia, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.6%	2.7%	47%	13 years	19.8%
Developed World (dev)	8.0%	4.0%	53%	13 years	17.9%
Europe (eur)	8.2%	4.5%	49%	16 years	23.0%
United States (usa)	9.8%	4.9%	67%	13 years	21.8%

Canada (can)

Small Cap Blend Stock Performance by Market and Home Country: Canada, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.3%	3.6%	45%	10 years	19.8%
Developed World (dev)	8.4%	5.1%	48%	10 years	16.1%
Europe (eur)	8.7%	5.2%	52%	14 years	22.0%
United States (usa)	9.9%	6.0%	60%	11 years	18.6%

France (fra)

Small Cap Blend Stock Performance by Market and Home Country: France, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.1%	4.3%	50%	15 years	21.4%
Developed World (dev)	8.5%	5.4%	55%	13 years	19.6%
Europe (eur)	8.4%	5.3%	57%	14 years	22.0%
United States (usa)	10.2%	6.6%	67%	11 years	22.9%

Germany (deu)

Small Cap Blend Stock Performance by Market and Home Country: Germany, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.9%	4.2%	52%	20 years	21.9%
Developed World (dev)	8.2%	5.4%	57%	13 years	20.2%
Europe (eur)	8.2%	5.0%	57%	14 years	22.7%
United States (usa)	10.0%	6.6%	70%	11 years	23.2%

Italy (ita)

Small Cap Blend Stock Performance by Market and Home Country: Italy, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.1%	3.9%	51%	14 years	21.1%
Developed World (dev)	8.4%	5.2%	49%	11 years	19.3%
Europe (eur)	8.4%	5.3%	57%	14 years	21.8%
United States (usa)	10.2%	6.1%	62%	12 years	22.8%

Japan (jpn)

Small Cap Blend Stock Performance by Market and Home Country: Japan, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.2%	3.2%	59%	20 years	22.0%
Developed World (dev)	8.7%	5.4%	56%	15 years	21.2%
Europe (eur)	9.0%	4.8%	64%	24 years	25.3%
United States (usa)	10.5%	5.9%	71%	19 years	24.8%

Netherlands (nld)

Small Cap Blend Stock Performance by Market and Home Country: Netherlands, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.6%	3.9%	53%	20 years	21.8%
Developed World (dev)	7.9%	4.9%	58%	13 years	20.1%
Europe (eur)	8.0%	4.9%	57%	15 years	22.7%
United States (usa)	9.7%	6.2%	71%	12 years	23.1%

Spain (esp)

Small Cap Blend Stock Performance by Market and Home Country: Spain, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.3%	3.3%	52%	20 years	21.8%
Developed World (dev)	7.7%	4.5%	58%	13 years	20.2%
Europe (eur)	7.7%	4.7%	58%	16 years	23.0%
United States (usa)	9.5%	5.7%	71%	13 years	23.4%

Sweden (swe)

Small Cap Blend Stock Performance by Market and Home Country: Sweden, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	8.6%	5.0%	48%	9 years	20.5%
Developed World (dev)	9.0%	6.2%	54%	12 years	18.7%
Europe (eur)	8.9%	6.2%	49%	13 years	21.6%
United States (usa)	10.8%	7.2%	67%	11 years	22.2%

Switzerland (che)

Small Cap Blend Stock Performance by Market and Home Country: Switzerland, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.2%	3.1%	59%	20 years	22.9%
Developed World (dev)	7.5%	4.3%	64%	14 years	21.4%
Europe (eur)	7.5%	4.5%	61%	16 years	23.9%
United States (usa)	9.3%	5.2%	75%	13 years	24.4%

United Kingdom (gbr)

Small Cap Blend Stock Performance by Market and Home Country: United Kingdom, 1970–2025
Market	Average	Baseline	Deepest	Longest	Volatility
Developed ex-US (xus)	7.7%	4.3%	45%	15 years	20.4%
Developed World (dev)	8.0%	5.2%	51%	13 years	18.4%
Europe (eur)	7.7%	5.1%	46%	15 years	20.3%
United States (usa)	9.6%	7.3%	62%	12 years	21.4%

Small Cap Blend Stock Index Funds by Market and Home Country

Every small cap blend stock index fund on this page: 30 fund listings across 4 markets, available to investors in 11 home countries. Each table is one target market (the region the fund invests in); each row is one fund, listed once with every home country it is sold in.

Home country codes: Australia (aus), Canada (can), France (fra), Germany (deu), Italy (ita), Netherlands (nld), Spain (esp), Sweden (swe), Switzerland (che), United Kingdom (gbr), United States (usa).

Developed ex-US Small Cap Blend Stocks (xus)

Developed ex-US Small Cap Blend Stock index funds: 4 funds, with the home countries each is available in
Market	ISIN	Tickers	Provider	Index	Expense Ratio	Dividends	Notes	Home countries
xus	US8085248883	SCHC	Charles Schwab	FTSE Developed SC ex U.S. Liquid	0.06	Distributing	—	usa
xus	US9220427184	VSS	Vanguard	FTSE Global Small Cap ex US	0.06	Distributing	+EM	usa
xus	US4642882736	SCZ	iShares	MSCI EAFE Small Cap	0.4	Distributing	—	usa
xus	US78463X8719	GWX	State Street	S&P Developed Ex-U.S. Under2B	0.4	Distributing	—	usa

Developed World Small Cap Blend Stocks (dev)

Developed World Small Cap Blend Stock index funds: 5 funds, with the home countries each is available in
Market	ISIN	Tickers	Provider	Index	Expense Ratio	Dividends	Notes	Home countries
dev	IE000F354Q61	XSWC	Xtrackers	MSCI World Small Cap	0.25	—	—	fra, deu, ita, nld, esp, swe, gbr
dev	US46438G4304	WSML	iShares	MSCI World Small Cap	0.3	Distributing	—	usa
dev	IE00BF4RFH31	WSML, IUSN, WLDS	iShares	MSCI World Small Cap	0.35	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
dev	IE00BCBJG560	WDSC, WOSC, WOSCz, ZPRS	State Street	MSCI World Small Cap	0.45	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
dev	IE000SU1VJ03	WSCD, WDSD	State Street	MSCI World Small Cap	0.45	Distributing	—	fra, deu, ita, nld, esp, che, gbr

Europe Small Cap Blend Stocks (eur)

Europe Small Cap Blend Stock index funds: 3 funds, with the home countries each is available in
Market	ISIN	Tickers	Provider	Index	Expense Ratio	Dividends	Notes	Home countries
eur	IE00BKWQ0M75	SMC, SMCp, SMCX, SMCXz	State Street	MSCI Europe Small Cap	0.3	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
eur	LU0322253906	DX2J, XXSC	Xtrackers	MSCI Europe Small Cap	0.3	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
eur	US4642884971	IEUS	iShares	MSCI Europe Small Cap	0.41	Distributing	—	usa

United States Small Cap Blend Stocks (usa)

United States Small Cap Blend Stock index funds: 18 funds, with the home countries each is available in
Market	ISIN	Tickers	Provider	Index	Expense Ratio	Dividends	Notes	Home countries
usa	US8085246077	SCHA	Charles Schwab	DJ U.S. Small Cap	0.03	Distributing	—	usa
usa	US78468R8530	SPSM	State Street	S&P 600 Small Cap	0.03	Distributing	—	usa
usa	US9229087518	VB	Vanguard	Morningstar US Small Cap	0.03	Distributing	—	usa
usa	US4642885051	ISCB	iShares	Morningstar Small Cap	0.04	Distributing	—	usa
usa	US4642878049	IJR	iShares	S&P Small Cap	0.06	Distributing	—	usa
usa	US92206C6646	VTWO	Vanguard	Russell 2000	0.06	Distributing	—	usa
usa	US9219328286	VIOO	Vanguard	S&P Small Cap 600	0.07	Distributing	—	usa
usa	AU000000IJR1	IJR	State Street	S&P Small Cap 600	0.08	Distributing	—	aus
usa	IE0001O84583	BBSD, BBDS	JPMorgan	Morningstar US Small Cap	0.14	Distributing	—	fra, deu, nld, esp, gbr
usa	IE000JNKVS10	BBSC, BBCS, JPSC	JPMorgan	Morningstar US Small Cap	0.14	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
usa	US4642876555	IWM	iShares	Russell 2000	0.19	Distributing	—	usa
usa	CA46437K1012	XSMC	BlackRock	S&P Small Cap 600	0.2	Distributing	—	can
usa	CA05589W2067	ZSML	BMO	S&P Small Cap 600	0.2	Distributing	—	can
usa	CA05589W1077	ZSML.U	BMO	S&P Small Cap 600	0.2	Distributing	—	can
usa	CA37965A1021	RSSX.U, RSSX	Global X	Russell 2000 RIC Capped	0.25	Distributing	—	can
usa	IE00B2QWCY14	IDP6, ISP6, IUS3	iShares	S&P SmallCap 600	0.3	Distributing	—	fra, deu, ita, nld, esp, che, gbr
usa	IE00BJ38QD84	R2US, R2SC, R2USz, ZPRR	State Street	Russell 2000	0.3	Accumulating	—	fra, deu, ita, nld, esp, che, gbr
usa	IE00BJZ2DD79	XRSU, XRS2, XRS2d, XRSG	Xtrackers	Russell 2000	0.3	Accumulating	—	fra, deu, ita, nld, esp, swe, che, gbr