On January 2, Royce Investment released its Small-Cap Recap Q4 2025 report, highlighting that the last quarter of 2025 saw the Russell 2000 and Russell Microcap Indexes each in positive territory.

Small caps (NYSEARCA:IWM) had the worst upside in 2024. The Russell 2000 (IWM) was up 11.5% on a total return basis. The Russell MidCap (IWR), on the other hand, was up 15.3%, and the Russell 1000 ...

This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are ...

It’s been an uphill battle for most investors in small-company stocks for many years. The Vanguard Russell 2000 ETF VTWO has returned 9.11% a year on average over the past 10 years. Compare that with ...

On October 7, Chuck Royce, founder and Senior Advisor, and Francis Gannon, Co-Chief Investment Officer and Managing Director of Royce Investment, discussed the outperformance of small-cap stocks.

Small-cap stocks have dramatically underperformed large caps recently. There could be some excellent tailwinds for small caps in the coming years. Whatever happens, a leveraged ETF is usually a losing ...

Vanguard Small-Cap ETF VB offers a well-diversified, low-turnover portfolio that is representative of the US small-cap market. These features, coupled with a minuscule fee, make it one of the best ...

ISCV charges a lower expense ratio, but offers a slightly lower dividend yield than SLYV. ISCV has outperformed SLYV in one-year and five-year total return, with a milder recent drawdown. ISCV holds ...

Small-cap stocks represent publicly traded companies with relatively smaller market capitalizations, typically ranging from a few hundred million dollars to a few billion. Historically, this segment ...

Small-cap stocks have roared back to life. After three years of lagging behind larger peers, the Russell 2000 index has surged 10.6% in November as of this writing, reflecting renewed interest in ...