Dimensional U.S. Small Cap ETF underperforms Russell 2000 despite Harvey's stock-picking strategy.

Rob Harvey, co-head at Dimensional Fund Advisors, advocates for a stock-picking strategy in small-cap investing to improve performance by avoiding underperforming firms. The Russell 2000 index has risen over 12% this year, compared to the S&P 500's 23%. Despite this interest, Harvey's Dimensional U.S. Small Cap ETF has underperformed the Russell 2000 by more than 1% this year, highlighting the challenges of active management in this sector.

October 19, 2024
7 Articles