Shares by region
Smaller companies funds and ETFs
Smaller firms, which can grow faster than large ones but whose prices usually swing more.
Go to the 38 funds- Funds with a price
- 38
- Typical ongoing charge
- 0.31% a year · £31 on £10,000
- Lowest ongoing charge
- 0.14% a year
How to compare smaller-company funds
What differs from one fund to the next. None of it says which fund to choose.
- What it follows
- The index a tracker copies, or the strategy a manager follows. Two funds on the same index hold much the same companies. Index funds
- Ongoing charge
- Taken from the fund’s value every year. 0.20% is about £20 a year on £10,000, before any platform fee. Ongoing charges figure
- Income
- Accumulating share classes reinvest income inside the fund; distributing ones pay it out as cash. Accumulating or distributing
- Currency
- Hedged share classes aim to take out currency moves against the pound; unhedged ones keep them. Currency hedging
- Returns after inflation
- Past returns with UK inflation (CPIH) taken out, dated and sourced. They say nothing certain about the future. How real returns are worked out
- Holdings overlap
- How much of two funds is the same companies at the same weights. A high figure means owning both is close to owning one. Compare two funds
Funds (38)
All 38 smaller-company funds, ordered by fund size, largest first. An order is not a ranking of quality.
| Fund | Charge | 1 year | 5 years | 5y real (return over 5 years after inflation) | Size |
|---|---|---|---|---|---|
| WLDSiShares MSCI World Small Cap UCITS ETFiSharesIE00BF4RFH31ETFISASIPP | 0.35% | +15.9% | +33.5% | +4.2% | £6.7bn |
| R2SCState Street SPDR RUSSELL 2000 U.S. SMALL CAP UCITS ETF Accum Ptg USDSPDRIE00BJ38QD84ETFISASIPP | 0.30% | +15.3% | +23.0% | −4.0% | £3.4bn |
| XXSCXtrackers MSCI Europe Small Cap UCITS ETF Capitalisation 1CXtrackersLU0322253906ETFISASIPP | 0.33% | +11.8% | +16.6% | −9.0% | £2.8bn |
| CUS1iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF Accum.Ptg.Shs USDiSharesIE00B3VWM098ETFISASIPP | 0.43% | +18.0% | +30.3% | +1.7% | £2.0bn |
| ISP6iShares S&P SmallCap 600 UCITS ETF USDiSharesIE00B2QWCY14ETFISASIPP | 0.30% | +18.6% | +25.4% | −2.1% | £1.9bn |
| WOSCState Street SPDR MSCI World Small Cap UCITS ETF Acc USDSPDRIE00BCBJG560ETFISASIPP | 0.45% | +15.6% | +32.2% | +3.2% | £1.3bn |
| AVSGAmerican Century ICAV - Avantis Global Small Cap Value UCITS ETF AccumUSDAvantisIE0003R87OG3ETFISASIPP | 0.39% | +24.7% | Not available | Not available | £1.2bn |
| USSCSSgA SPDR ETFs Europe II PLC - State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF Accum Ptg USDSPDRIE00BSPLC413ETFISASIPP | 0.30% | +22.9% | +59.4% | +24.5% | £767m |
| CES1iShares MSCI EMU Small Cap UCITS ETFiSharesIE00B3VWMM18ETFISASIPP | 0.58% | +8.5% | +23.0% | −4.0% | £686m |
| ISJPiShares MSCI Japan Small Cap UCITS ETFiSharesIE00B2QWDY88ETFISASIPP | 0.58% | +13.9% | +42.0% | +10.8% | £463m |
| EMSMState Street SPDR MSCI Emerging Markets Small Cap UCITS ETF Accum USDSPDRIE00B48X4842ETFISASIPP | 0.55% | −0.3% | +25.4% | −2.1% | £428m |
| WMSCAmundi MSCI World Small Cap ESG Broad Transition UCITS ETF Accum USDAmundiIE000UZZ5D45ETFISASIPP | 0.27% | +16.4% | Not available | Not available | £403m |
| USMLInvesco S&P SmallCap 600 UCITS ETFInvescoIE00BH3YZ803ETFISASIPP | 0.14% | +19.4% | +27.8% | −0.2% | £335m |
| UB69UBS MSCI EMU Small Cap UCITS ETF EUR dis- DistributionUBSLU0671493277ETFISASIPP | 0.32% | +8.7% | +24.6% | −2.8% | £277m |
| PRUKAmundi Prime UK Mid and Small Cap UCITS ETF DRAmundiLU2182388152ETFISASIPP | 0.05% | +17.3% | +28.3% | +0.2% | £231m |
| IEMSiShares MSCI EM Small Cap UCITS ETFiSharesIE00B3F81G20ETFISASIPP | 0.74% | +0.3% | +24.8% | −2.6% | £227m |
| BBDSBetaBuilders US Small Cap Equity UCITS ETF USDJPMorganIE0001O84583ETFISASIPP | 0.14% | +16.8% | Not available | Not available | £191m |
| RTWPL&G Russell 2000 US Small Cap Quality UCITS ETFL&GIE00B3CNHJ55ETFISASIPP | 0.30% | +17.4% | +31.0% | +2.2% | £173m |
| SWSCState Street World Small Cap Enhanced Active Equity UCITS ETF AccumUSDSPDRIE000F2IX674ETFISASIPP | 0.45% | Not available | Not available | Not available | £131m |
| XSWCXtrackers MSCI World Small Cap UCITS ETF Accum-1C- USDXtrackersIE000F354Q61ETFISASIPP | 0.25% | +8.7% | Not available | Not available | £116m |
| CUKSiShares MSCI UK Small Cap UCITS ETFiSharesIE00B3VWLG82ETFISASIPP | 0.50% | +15.1% | +13.4% | −11.5% | £93.8m |
| BBCSBetaBuilders US Small Cap Equity UCITS ETF AccumUSDJPMorganIE000JNKVS10ETFISASIPP | 0.14% | +18.1% | Not available | Not available | £67.3m |
| XCSIXtrackers CSI500 Swap UCITS ETXtrackersLU2788421340ETFISASIPP | 0.35% | +4.4% | Not available | Not available | £55.1m |
| HWSSHSBC MSCI World Small Cap Screened UCITS ETF Accum USDHSBCIE000C692SN6ETFISASIPP | 0.27% | +18.0% | Not available | Not available | £54.7m |
| ISFEiShares MSCI AC Far East ex-Japan SmallCap UCITS ETF USDiSharesIE00B2QWDR12ETFISASIPP | 0.74% | +1.4% | +20.2% | −6.2% | £46.9m |
| HESSHSBC MSCI Emerging Markets Small Cap Screened UCITS ETFHSBCIE000W080FK3ETFISASIPP | 0.35% | +5.8% | Not available | Not available | £46.0m |
| WSCDState Street SPDR MSCI World Small Cap UCITS ETFSPDRIE000SU1VJ03ETFISASIPP | 0.46% | +14.7% | Not available | Not available | £38.5m |
| VSMLVanguard FTSE Global Small-Cap UCITS ETF Accun USDVanguardIE0007TPRF31ETFISASIPP | 0.22% | Not available | Not available | Not available | £33.3m |
| USSMBNP Paribas Easy MSCI USA Small Cap Min Te UCITS ETF AccumUSDBNP ParibasIE000ZME9TM4ETFISASIPP | 0.31% | +16.3% | Not available | Not available | £32.4m |
| XSWSXtrackers MSCI World Small Cap UCITS ETF -1D- USDXtrackersIE000ISS8DB2ETFISASIPP | 0.25% | +11.6% | Not available | Not available | £12.7m |
| VRSGVanguard Russell 2000 U.S. Small-Cap UCITS ETF Acc USDVanguardIE000GTBEXG4ETFISASIPP | 0.20% | Not available | Not available | Not available | £10.5m |
| VSMDVanguard FTSE Global Small-Cap UCITS ETFVanguardIE000F8RXD33ETFISASIPP | 0.25% | Not available | Not available | Not available | £8.9m |
| ESCEiShares MSCI Europe Small Cap UCITS ETF Accum- EURiSharesIE0000N55FP4ETFISASIPP | 0.25% | Not available | Not available | Not available | £7.7m |
| RGSBRobeco NextGen Global Small-Cap Equities UCITS ETF AccumUSDRobecoIE000OHXGWO8ETFISASIPP | 0.60% | Not available | Not available | Not available | £6.2m |
| VRSDVanguard Russell 2000 U.S. Small-Cap UCITS ETF USDVanguardIE000LRGEN55ETFISASIPP | Not published | Not available | Not available | Not available | £2.3m |
| CALFPacer US Small Cap Cash Cows 100 UCITS ETF Accum A USDPacerIE000W7N50J7ETFISASIPP | 0.84% | +34.1% | Not available | Not available | £1.6m |
| Vanguard Global Small-Cap Index Fund IncVanguardIE00B3X1LS57OEICISASIPP | 0.29% | Not available | Not available | Not available | Not available |
| Vanguard Global Small-Cap Index Fund AccVanguardIE00B3X1NT05OEICISASIPP | 0.29% | Not available | Not available | Not available | Not available |
As of , at least 15 min delayed
Funds by the index they track
Each page lists every UK fund on one index, by name, with charges and share classes. These are the indices most of the smaller-company funds here track.
- MSCI World Small Cap funds (5 here)
- Russell 2000 funds (1 here)
Questions people ask
What are smaller-company funds?
Smaller firms, which can grow faster than large ones but whose prices usually swing more.
How many smaller-company funds does Fundology track?
Fundology holds a recorded closing price for 38 UK-listed smaller-company funds open to UK investors. The list changes as funds launch and close.
How much do smaller-company funds cost?
The typical (median) ongoing charge among the smaller-company funds Fundology tracks is 0.31% a year, about £31 a year on every £10,000. The lowest is 0.14%. The charge is taken from the fund’s value rather than billed, and a lower charge does not mean a higher return.
What is worth checking when comparing smaller-company funds?
The index or strategy each fund follows, its ongoing charge, whether it reinvests income or pays it out, currency hedging, its size, and how much its holdings overlap with funds already held.
How is this list ordered?
By fund size, largest first, unless another order is chosen. Size says how widely a fund is held, not how good it is, and no order on this page is a recommendation.
Related groups
Funds that own companies, grouped by where those companies are.