Tag Archives: small caps
Still Quality by Design: A Deep Dive into the Recent Performance of the S&P SmallCap 600
Prior to the start of 2025, the S&P SmallCap 600® outperformed the Russell 2000—another prominent small-cap U.S. equity index—in 20 of the full calendar years to December 2024. However, the S&P SmallCap 600 has underperformed the Russell 2000 by 9% YTD, putting it on track to record its worst year of relative performance since its…
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Quality by Design: A Deep Dive into the S&P SmallCap 600
The S&P SmallCap 600® represents the U.S. small-cap equity market by tracking companies that meet specific liquidity and financial viability criteria. While both the S&P 600® and Russell 2000 target this segment, their performance has diverged significantly. Since 1994, the S&P 600—built on a rules-based methodology—has consistently outperformed the Russell 2000, delivering a 1.6% higher…
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Seeking Quality within Quality
Despite emerging geopolitical tensions, U.S. equities have staged a dramatic comeback over the past quarter, with the S&P 500® up 9% QTD through June 25, 2025, fueled by robust corporate earnings from Big Tech. Meanwhile, with the impending Russell reconstitution,1 the market’s mind has shifted toward smaller caps, which have had a more challenging time, with…
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The S&P/ASX Index for “Larger,” More Liquid Small Caps
What would you get if you carved out the 100 smallest companies in the S&P/ASX 200 into their own index? You’d have the S&P/ASX 200 Ex-S&P/ASX 100 Index. Alternatively, you’d have also segmented the largest 100 companies in the S&P/ASX Small Ordinaries. Companies listed on the ASX are grouped into broad market, large-, mid- and…
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Examining Cash Flow in Small-Cap U.S. Equities
How does screening the S&P 600 for the top 100 companies based on free cash flow yield influence performance? S&P DJI’s Michael Mell takes a custom look at the Pacer US Small Cap Cash Cows Index with Sean O’Hara, President of Pacer ETFs and Cameron Dawson, Chief Investment Officer at NewEdge Wealth.
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