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IQ Chaikin U.S. Small Cap ETF (CSML)

small-cap multi-factor smart-beta

CSML employs a multi-factor approach to small-cap investing, using the Chaikin Power Gauge to select stocks based on value, growth, technical, and sentiment factors. This strategy aims to identify small-cap companies with the potential to outperform. It may attract investors seeking a sophisticated, rules-based approach to the small-cap segment.

Key Info

AUM $283.4M
Expense Ratio 0.35%
Inception Date May 16, 2017
Distribution Frequency Quarterly
Weighting Method Multi-Factor
Number of Holdings 500
Tracking Index IQ Chaikin U.S. Small Cap Index

See Also

SCHA VB IJR

Last updated: September 11, 2024