Small-cap stocks have trailed large caps for 15 years -- an historical anomaly. Eras of small-cap and large-cap outperformance generally last 6 to 16 years. There are three reasons to believe a ...

AI innovation, easing rates, and robust corporate profits drove the 2025 bull market as stocks survived multiple bouts of volatility. Although safe havens like gold dominated, risk-on investments also ...

A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small ...

As a now retired income investor, I follow the macro events that dictate which investments may perform better at various times throughout the economic cycle. Over the past two to three years, ...

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside ...

VBR carries a much lower expense ratio than IJJ and holds a broader basket of small-cap value stocks. IJJ tilts more heavily toward financials and mid-cap companies, with slightly less volatility over ...