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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.94% per year. These returns cover a period from January 1, 1988 through July 6, 2026. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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Zacks News
Do Lower Rates Suggest Small Cap Stocks are in Favor?
by Andrew Rocco
The current market environment, characterized by easing inflation fears and a potential shift in Federal Reserve policy toward lower interest rates, is a favorable backdrop for small cap stocks.
5 ETFs to Benefit if Fed Cuts Rate in September
by Sweta Killa
With rate cut odds climbing, ETFs like VNQ, XLU, XLY, IWM and GLD look likely to gain from a Fed move.
ETF Asset Report of the Month of July
by Sanghamitra Saha
VOO led July ETF inflows with $12.68B, while LQD and IWM witnessed sharp outflows.
The Zacks Analyst Blog Highlights SPY, IWM, QQQS, DEEP, SGDJ and CALF
by Zacks Equity Research
IWM and other small-cap ETFs are gaining steam as earnings growth picks up and investor sentiment starts to shift.
Are Small Caps Finally Ready to Take the Leap?
by Sanghamitra Saha
IWM gained 4.6% in a month as small caps show signs of life, narrowing the gap with large caps after a long slump. Is this the start of a winning trend or just a short-term rebound?
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
by Zacks Equity Research
Style Box ETF report for RWJ
Should iShares Russell 2000 ETF (IWM) Be on Your Investing Radar?
by Zacks Equity Research
Style Box ETF report for IWM
Should ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) Be on Your Investing Radar?
by Zacks Equity Research
Style Box ETF report for OUSM
Should Vanguard S&P Small-Cap 600 ETF (VIOO) Be on Your Investing Radar?
by Zacks Equity Research
Style Box ETF report for VIOO
Should Vanguard Small-Cap ETF (VB) Be on Your Investing Radar?
by Zacks Equity Research
Style Box ETF report for VB