iShares US Small Cap Value Factor ETF (SVAL) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.10: the stock has moved about 10% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnsweriShares US Small Cap Value Factor ETF (SVAL) trades at $42.06. The iShares US Small Cap Value Factor ETF (SVAL) aims to replicate the investment outcomes of an index comprising U.S. small-cap stocks that exhibit strong value characteristics. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for SVAL: SVAL does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
iShares US Small Cap Value Factor ETF (SVAL) Financial Services Profile
iShares US Small Cap Value Factor ETF (SVAL) offers targeted exposure to U.S. small-capitalization stocks exhibiting value characteristics, tracking an index designed to reflect this specific market segment within the broader financial services sector, providing a focused investment tool for value-oriented strategies.
What Is the Investment Thesis for SVAL?
SVAL presents a targeted approach to investing in U.S. small-cap value stocks, potentially offering diversification benefits and exposure to undervalued companies. With a beta of 1.10, SVAL exhibits slightly higher volatility compared to the market. The fund's focus on value factors may lead to outperformance during periods when value stocks are in favor. However, the absence of dividend yield may deter income-seeking investors. The fund's performance is closely tied to the performance of its underlying index and the overall health of the small-cap value segment. Key catalysts include improvements in the economic outlook, which could drive increased investment in small-cap stocks. Potential risks include market downturns and changes in investor sentiment towards value stocks.
Based on FMP financials and quantitative analysis
SVAL Key Highlights
Market Cap of $0.17B indicates a relatively small fund size, which may limit liquidity.
- Beta of 1.10 suggests slightly higher volatility compared to the broader market.
- Absence of Dividend Yield may not appeal to income-focused investors.
- Focus on U.S. Small-Cap Value Stocks provides targeted exposure to this specific market segment.
- Managed by BlackRock, a reputable and experienced asset management firm.
Who Are SVAL's Competitors?
SVAL is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AVDS Avantis International Small Cap Equity ETF | $78.06 | +0.87% | $174M | — |
| DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | $41.15 | +1.67% | $156M | — |
| DIM WisdomTree International MidCap Dividend Fund | $85.98 | +1.19% | $158M | — |
| EVUS iShares ESG Aware MSCI USA Value ETF | $36.47 | +0.32% | $168M | — |
| HAPS Harbor Human Capital Factor US Small Cap ETF | $36.92 | +0.62% | $170M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SVAL's Key Strengths?
Targeted exposure to U.S. small-cap value stocks.
- Low expense ratio.
- Managed by BlackRock, a reputable asset manager.
- Transparent and rules-based investment strategy.
What Are SVAL's Weaknesses?
Small market capitalization may limit liquidity.
- Absence of dividend yield.
- Performance is dependent on the performance of the small-cap value segment.
- Beta of 1.10 indicates slightly higher volatility.
What Are the Key Risks for SVAL?
Market downturns negatively impacting the value of small-cap stocks.
- Changes in investor sentiment towards value stocks.
- Increased competition from other ETFs offering similar exposure.
- Fluctuations in interest rates affecting the valuation of value stocks.
What Are SVAL's Competitive Advantages?
- Brand recognition and reputation of BlackRock, the fund's manager.
- Low-cost structure compared to actively managed funds.
- Established track record of tracking its underlying index.
What Does SVAL Do?
The iShares US Small Cap Value Factor ETF (SVAL) is designed to provide investors with exposure to U.S. small-capitalization stocks that exhibit value characteristics. The ETF operates by tracking the investment results of an underlying index composed of these stocks. Launched with the intention of offering a focused investment tool, SVAL allows investors to target the small-cap value segment of the U.S. equity market, which may behave differently from the broader market. The fund's strategy involves selecting stocks based on value factors, such as book value to price ratio, earnings to price ratio, and other metrics that indicate a company may be undervalued by the market. By focusing on these factors, SVAL aims to capture the potential upside of small-cap companies that are trading at a discount relative to their intrinsic value. The ETF is managed by BlackRock, a global investment management firm. BlackRock leverages its expertise in index tracking and factor-based investing to construct and maintain the fund's portfolio. The fund's holdings are rebalanced periodically to ensure that it continues to accurately reflect the composition of the underlying index. SVAL is available to investors through various brokerage platforms and financial advisors, providing easy access to this specific investment strategy.
What Products and Services Does SVAL Offer?
- Tracks the investment results of an index composed of U.S. small-capitalization stocks.
- Focuses on stocks with prominent value characteristics.
- Provides investors with targeted exposure to the small-cap value segment of the U.S. equity market.
- Offers a low-cost, passively managed investment option.
- Rebalances its portfolio periodically to maintain alignment with the underlying index.
- Managed by BlackRock, a global investment management firm.
How Does SVAL Make Money?
- Generates revenue through management fees charged to investors.
- Fees are calculated as a percentage of the fund's assets under management (AUM).
- Aims to provide investment results that closely correspond to the performance of its underlying index.
What Industry Does SVAL Operate In?
The asset management industry is characterized by a diverse range of investment products, including ETFs, mutual funds, and hedge funds. SVAL operates within the ETF segment, specifically targeting the small-cap value category. The industry is influenced by market trends, economic conditions, and investor sentiment. Competition is intense, with numerous ETFs offering exposure to similar market segments. SVAL differentiates itself by focusing on value factors within the small-cap universe. The growth of the ETF market has been driven by increasing demand for low-cost, passively managed investment products. As of 2026, the ETF market continues to expand, with investors seeking targeted exposure to specific market segments and investment strategies.
Who Are SVAL's Key Customers?
- Individual investors seeking exposure to U.S. small-cap value stocks.
- Financial advisors using ETFs as part of their client portfolios.
- Institutional investors looking for targeted exposure to specific market segments.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
SVAL Financials
Bull Case vs Bear Case
Bull Case
- Targeted exposure to U.S. small-cap value stocks.
- Low expense ratio.
- Managed by BlackRock, a reputable asset manager.
- Transparent and rules-based investment strategy.
Bear Case
- Small market capitalization may limit liquidity.
- Absence of dividend yield.
- Performance is dependent on the performance of the small-cap value segment.
- Beta of 1.10 indicates slightly higher volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SVAL Latest News
No recent news available for SVAL.
SVAL Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SVAL.
Price Targets
Wall Street price target analysis for SVAL.
SVAL MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for SVAL; grades run from A+ (80-100) to F (below 30).
SVAL Financials Stock FAQ
What does iShares US Small Cap Value Factor ETF do?
The iShares US Small Cap Value Factor ETF (SVAL) is designed to track the investment results of an index composed of U.S. small-capitalization stocks that exhibit value characteristics. It provides investors with a targeted way to access the small-cap value segment of the U.S. equity market.
What do analysts say about SVAL stock?
Generally, analysts may evaluate SVAL based on factors such as its expense ratio, tracking error, and the performance of its underlying index. The ETF's performance is closely tied to the performance of the small-cap value segment of the U.S. equity market.
What are the main risks for SVAL?
The main risks for SVAL include market risk, which is the risk that the overall market declines and negatively impacts the value of the ETF's holdings. Small-cap stocks are generally more volatile than large-cap stocks, so SVAL may experience greater price fluctuations. Value stocks may also underperform growth stocks during certain periods.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.