{"id":14106,"date":"2023-05-26T08:09:17","date_gmt":"2023-05-26T12:09:17","guid":{"rendered":"https:\/\/ifintechworld.com\/news\/ees-vs-ijs-earnings-strategy-matches-value-in-small-cap-compare-nysearcaees\/"},"modified":"2023-05-26T08:09:19","modified_gmt":"2023-05-26T12:09:19","slug":"ees-vs-ijs-earnings-strategy-matches-value-in-small-cap-compare-nysearcaees","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=14106","title":{"rendered":"EES Vs. IJS: Earnings Strategy Matches Value In Small-Cap Compare (NYSEARCA:EES)"},"content":{"rendered":"<div data-test-id=\"content-container\">\n<p><figure class=\"getty-figure\" data-type=\"getty-image\"><picture><\/picture><figcaption><\/figcaption><\/figure>\n<\/p>\n<p><em>(This article was co-produced with Hoya Capital Real Estate<\/em>)<\/p>\n<h2>Introduction<\/h2>\n<p>There is a growing assortment of ETFs covering the Small-Cap segment of both the US, International for both the Developed and\/or Emerging Markets, or ones that cover the whole range. Besides the<span class=\"paywall-full-content invisible\"> usual Growth versus Value sub-parts, I have reviewed others recently for which I provide links at the end of this article. Here I compare a popular Value ETF against one with an Earnings focus, those being:<\/span><\/p>\n<ul class=\"paywall-full-content invisible\">\n<li> <strong>iShares S&amp;P Small-Cap 600 Value ETF<\/strong> (<span class=\"ticker-hover-wrapper\">NYSEARCA:IJS<\/span>)<\/li>\n<li> <strong>WisdomTree U.S. SmallCap Fund<\/strong> (<span class=\"ticker-hover-wrapper\">NYSEARCA:EES<\/span>)<\/li>\n<\/ul>\n<h2 class=\"paywall-full-content invisible\">Historical returns for Small-Cap stocks<\/h2>\n<p class=\"paywall-full-content invisible\">While it has not been the case for most of the past decade thanks to technology stocks, longer history shows that smaller is better.<\/p>\n<p class=\"paywall-full-content invisible\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-1684413138489999.png\" alt=\"Value Vs. Market\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">PortfolioVisualizer.com<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible\">Small-Cap Value has the best CAGR, and despite having the second highest StdDev, SCV stocks still have the best Sharpe<span class=\"paywall-full-content invisible no-summary-bullets\"> and Sortino ratios.<\/span><\/p>\n<h2 class=\"paywall-full-content invisible no-summary-bullets\"><strong>iShares S&amp;P Small-Cap 600 Value ETF review<\/strong><\/h2>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><picture><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845991423490999.png\" alt=\"seekingalpha.com IJS\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><\/picture><figcaption>\n<p class=\"item-caption\">seekingalpha.com IJS charting<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Seeking Alpha describes this ETF as:<\/p>\n<blockquote class=\"paywall-full-content invisible no-summary-bullets\">\n<p>The iShares S&amp;P Small-Cap 600 Value ETF managed by BlackRock Fund Advisors. The investment seeks to track the investment results of the <em><strong>S&amp;P SmallCap 600 Value Index<\/strong><\/em>, composed of small-capitalization U.S. equities that exhibit value characteristics. IJS started in 2000.<\/p>\n<\/blockquote>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Source: seekingalpha.com IJS<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">IJS has $6.6b in AUM and has a TTM Yield of 1.52%. Fees are 18bps.<\/p>\n<h4 class=\"paywall-full-content invisible no-summary-bullets\">Index review<\/h4>\n<p class=\"paywall-full-content invisible no-summary-bullets\">S&amp;P describes the index as:<\/p>\n<blockquote class=\"paywall-full-content invisible no-summary-bullets\">\n<p>We measure value stocks using three factors: the ratios of book value, earnings, and sales to price. S&amp;P Style Indices divide the complete market capitalization of each parent index into growth and value indices. Constituents are drawn from the S&amp;P SmallCap 600\u00ae.<\/p>\n<\/blockquote>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Source: spglobal.com index<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">They also provided some basic data around the index.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16844135022614594.png\" alt=\"spglobal.com\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">spglobal.com index<\/p>\n<\/figcaption><\/figure>\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16844135650415142.png\" alt=\"S&amp;P 600 Value index\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">spglobal.com index<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">An important note about S&amp;P Value\/Growth indices is that can hold the same stocks at weights determined by company-level value\/growth factors. They provide this chart to show that spectrum.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16844137776165237.png\" alt=\"index methodology\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">spglobal.com Methodology PDF<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">This results in 188 stocks being in both the S&amp;P 600 Value and Growth indices.<\/p>\n<h4 class=\"paywall-full-content invisible no-summary-bullets\">IJS holdings review<\/h4>\n<p class=\"paywall-full-content invisible no-summary-bullets\">I will start with the portfolio characteristics that iShares provides.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845868554972394.png\" alt=\"ishares.com\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">ishares.com<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Next, I looked at the sector, which will be compared to EES later.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845869800284307.png\" alt=\"iShares S&amp;P Small-Cap 600 Value ETF\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">ishares.com IJS sectors<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Of the top four sectors, Morningstar classifies all but Industrials as Cyclical; hopefully the FOMC won&#8217;t push the US into a recession then.<\/p>\n<h5 class=\"paywall-full-content invisible no-summary-bullets\">Top holdings<\/h5>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-1684587423331585.png\" alt=\"small-cap value stocks\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">ishares.com; compiled by Author<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Ignoring the top holdings, cash, the next 20 stocks account for 14% of the portfolio of just under 500 stocks. The bottom half of the portfolio comes in at 19%, about average from what I have seen for that part of an ETF&#8217;s allocation. Unlike some Large-Cap ETFs, this ETF is not dependent on one sector or a few positions to drive its results.<\/p>\n<h4 class=\"paywall-full-content invisible no-summary-bullets\">IJS distribution review<\/h4>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-1684496288200388.png\" alt=\"IJS ticker\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">seekingalpha.com IJS DVDs<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Eliminate the outliers, and IJS has shown very little improvement in what they send investors. iShares shows even the extra-large payouts came from income, not any capital gains or ROC, the latter being extremely rare for an ETF. Most likely source were companies paying year-end extra dividends. Due to a missing payout, the payout grade is low at a &#8220;D+&#8221;.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-1684497131264638.png\" alt=\"IJS ETF\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">seekingalpha.com IJS scorecard<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<h2 class=\"paywall-full-content invisible no-summary-bullets\"><strong>WisdomTree U.S. SmallCap Fund review<\/strong><\/h2>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><picture><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845993613774028.png\" alt=\"earnings ETF\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><\/picture><figcaption>\n<p class=\"item-caption\">seekingalpha.com EES charting<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Seeking Alpha describes this ETF as:<\/p>\n<blockquote class=\"paywall-full-content invisible no-summary-bullets\">\n<p>The investment seeks to track the price and yield performance, before fees and expenses, of the <strong><em>WisdomTree U.S. SmallCap Index<\/em><\/strong>. Under normal circumstances, at least 95% of the fund&#8217;s total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the small-capitalization segment of the U.S. stock market. EES started in 2007.<\/p>\n<\/blockquote>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Source: seekingalpha.com EES<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">EES is much smaller than IJS at $553m in AUM. The Forward Yield is 1.09% and the fees are 38bps, giving the IJS ETF a 20bps cost edge.<\/p>\n<h4 class=\"paywall-full-content invisible no-summary-bullets\">Index review<\/h4>\n<p class=\"paywall-full-content invisible no-summary-bullets\">WisdomTree describes their index as:<\/p>\n<blockquote class=\"paywall-full-content invisible no-summary-bullets\">\n<p>The WisdomTree U.S. SmallCap Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the small-capitalization segment of the U.S. Stock Market. The index is comprised of the companies in the bottom 25% of the market capitalization of the WisdomTree U.S. Total Market Index after the 500 largest companies have been removed. Companies must be incorporated and listed in the U.S. and have generated positive cumulative earnings over their most recent four fiscal quarters prior to the index measurement date. The index is earnings-weighted in December to reflect the proportionate share of the aggregate earnings each component company has generated. Companies with greater earnings generally have larger weights in the index.<\/p>\n<\/blockquote>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Source: wisdomtree.com\/investments\/index<\/p>\n<h4 class=\"paywall-full-content invisible no-summary-bullets\">EES holdings review<\/h4>\n<p class=\"paywall-full-content invisible no-summary-bullets\">The sector allocation shows EES more concentrated in its largest sector allocations, most of which also top IJS&#8217;s allocations, just at higher levels.&#8217;<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><picture><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845878244589326.png\" alt=\"wisdomtree.com\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/picture><figcaption>\n<p class=\"item-caption\">wisdomtree.com EES sectors<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<h5 class=\"paywall-full-content invisible no-summary-bullets\">Top holdings<\/h5>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><picture><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845881997735739.png\" alt=\"WisdomTree U.S. SmallCap Fund\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/picture><figcaption>\n<p class=\"item-caption\">wisdomtree.com; compiled by Author<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Despite holdings 400 more positions, the Top 20 allocation is only slight less than IJS&#8217;s: 13%. Here, the bottom half allocation is 20%, again close to what IJS has. While about 70% of the allocation is in four sectors, only two stocks have a 1+% weight.<\/p>\n<h4 class=\"paywall-full-content invisible no-summary-bullets\">EES distribution review<\/h4>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16844969053987699.png\" alt=\"EES ticker\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">seekingalpha.com EES DVDs<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Like IJS, EES shows little payout growth. Also, like IJS, they skipped a payment, which hurts the grade received by Seeking Alpha; here being a &#8220;D+&#8221;.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16844970340718544.png\" alt=\"EES ETF\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">seekingalpha.com EES scorecard<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<h2 class=\"paywall-full-content invisible no-summary-bullets\">Comparing ETFs<\/h2>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Using Fidelity plus some Seeking Alpha, we see they favor EES over IJS: Green cells are the preferred value.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><picture><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845408520213952.png\" alt=\"IJS Vs. EES\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/picture><figcaption>\n<p class=\"item-caption\">multiple pages; compiled by Author<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">It is very unusual for the same ETF in a comparison to appear better in both value and growth data points. As for Value\/Growth stock allocations, Vanguard provides the following.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><picture><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845423414744585.png\" alt=\"advisors.vanguard.com\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/picture><figcaption>\n<p class=\"item-caption\">advisors.vanguard.com<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">The big allocation difference is in the percent listed as Growth stocks, with EES having twice the weight as IJS, but all that comes from the Blend allocation.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">The ETFs have the following overlap and sector differences.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845410301921227.png\" alt=\"fund overlap\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">ETFRC.com<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">EES holders also own 70% of the stocks held by IJS. IJS&#8217;s biggest allocation difference over EES is in Real Este stocks; EES&#8217;s is in Financials.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Since some investors measure every other ETF against the <strong>SPDR S&amp;P 500 ETF<\/strong> (SPY), I included it here.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16845414399500005.png\" alt=\"SPY ticker\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">seekingalpha.com IJS charting<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">As other have commented, time does matter. So, while SPY is best since 2007, the post-COVID year shows a different result.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-1684541608393485.png\" alt=\"SPY ETF\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">seekingalpha.com IJS charting<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Both time periods show IJS and EES close, with their correlation factor being 98%. It seems to come down to which manager an investor prefers and their future opinion on Real Estate and Financial stocks, the big sector differences each ETF currently exposes investors too.<\/p>\n<h2 class=\"paywall-full-content invisible no-summary-bullets\">Portfolio strategy<\/h2>\n<p class=\"paywall-full-content invisible no-summary-bullets\">One important question to ask after deciding a Small-Cap allocation is desired is Value, as reviewed here, or Growth stocks. For that, I added the <strong>iShares S&amp;P Small-Cap 600 Growth ETF<\/strong> (IJT).<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">\n<figure class=\"regular-img-figure a-c\" contenteditable=\"false\"><span><img decoding=\"async\" src=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/05\/10007051-16844142194972792.png\" alt=\"IJT ticker\" contenteditable=\"true\" data-gramm=\"false\" wt-ignore-input=\"true\" spellcheck=\"false\" data-ms-editor=\"true\" loading=\"lazy\"><\/span><figcaption>\n<p class=\"item-caption\">PortfolioVisualizer.com<\/p>\n<\/figcaption><\/figure>\n<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Data shows that investors have done better owning IJT compared to either of these Value-oriented ETFs. That isn&#8217;t to say there is not a Value ETF that still might be better, as the actively managed AVUV ETF has shown.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\"><em>When looking at the return and risk data, it show a toss-up between these two Value-focused ETFs. Seeking Alpha&#8217;s rating system shows better choices too.<\/em><\/p>\n<h4 class=\"paywall-full-content invisible no-summary-bullets\">Related links<\/h4>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Here are links to my other recent articles covering Small-Cap funds.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">For those wanting international exposure, read AVDV Vs. SCZ: The New ETF Has Proven Its Worth So Far.<\/p>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4606266-ees-vs-ijs-earnings-strategy-matches-value-in-small-cap-compare?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(This article was co-produced with Hoya Capital Real Estate) Introduction There is a growing assortment of ETFs covering the Small-Cap segment of both the US, International for both the Developed and\/or Emerging Markets, or ones that cover the whole range. Besides the usual Growth versus Value sub-parts, I have reviewed others recently for which I [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":14107,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"gallery","meta":{"footnotes":""},"categories":[236],"tags":[83],"class_list":["post-14106","post","type-post","status-publish","format-gallery","has-post-thumbnail","hentry","category-news","tag-featured","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>EES Vs. IJS: Earnings Strategy Matches Value In Small-Cap Compare (NYSEARCA:EES) | iFintechWorld<\/title>\n<meta name=\"description\" content=\"(This article was co-produced with Hoya Capital Real Estate) Introduction There is a growing assortment of ETFs covering the Small-Cap segment of both the\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ifintechworld.com\/?p=14106\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"EES Vs. 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