In early 2026, small-cap stocks have outperformed large-cap technology stocks, reflecting a market shift towards smaller, domestically focused companies. The iShares Russell 2000 ETF and the iShares Core S&P Small Cap ETF show this divergence, with the latter benefiting from a profitability screen and lower expenses. This rotation is driven by weak tech sector performance and attractive valuations in small caps, which trade at a discount compared to large caps. For long-term investors, the iShares Core S&P Small Cap ETF is recommended due to its quality filter and lower costs, while the Russell 2000 ETF serves more for institutional and active traders needing benchmark exposure.
The Columbia Seligman Premium Technology Growth (STK) closed-end fund is trading at its widest discount to net asset value in over ten years, currently 7.9%, driven by recent tech sector volatility and profit-taking. Despite a market pause since mid-...
The iShares Russell 2000 ETF (IWM) charges a 0.19% expense ratio, significantly higher than similar ETFs like Vanguard's VTWO and iShares Core's IJR, which charge about a third of that. Beyond fees, IWM suffers from an annual drag due to the Russell ...
