Opinions
Bryn Talkington
iShares US Small Cap Value Factor ETF
SVAL-N
SELL
Aug 12, 2022
She just sold it. In December 30, she reduced her ARKK holding and wanted small-cap value stocks--which actually give you high correlation to an expanding economy. SVAL in 2021 was up 33% vs. Russell 2000's 14%. He loved this ETF then. However, we're now later in the cycle, so it was time to sell SVAL. Instead, she just bought COWZ which offers equal weighting across industries and focuses on high-quality companies with good free cash-flow yields.
$30.310
Stock price when the opinion was issued
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Allan Tong’s Discover Picks SVAL trades at a very reasonable 13.07x PE. Year-to-date SVAL has returned 2.75% and 27.54% in the past year, which puts it on par with many tech stocks (before they fell out of favour). SVAL pays no dividend, but charges only a 0.3% MER. However, daily volumes average 74,000, though lately, like last Friday, they have spiked five-fold. Also, its beta is a steady 1.07. Read 3 Best Cyclical and Value ETFs for our full analysis.
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