Is Small Cap Value Worth It? Ben Felix Explains the Truth About AVUV & Factor Investing
MAY 5, 202655 MIN
Is Small Cap Value Worth It? Ben Felix Explains the Truth About AVUV & Factor Investing
MAY 5, 202655 MIN
Description
On this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench sit down with Ben Felix to break down one of the most debated topics in long-term investing: small cap value investing. Ben explains the research behind factor investing, the Fama-French multi-factor model, and why investors continue to look at small cap value ETFs like AVUV and Dimensional funds as potential upgrades to traditional index fund portfolios.
If you've ever wondered whether AVUV, Dimensional ETFs, or small cap value funds can outperform broad market index funds like VTI over the long run, this episode gives you a deep evidence-based framework for deciding.
Connect with Ben Felix!
Website: https://www.pwlcapital.com/?ki-cf-botcl=1
YouTube: https://www.youtube.com/@BenFelixCSI
Podcast: https://rationalreminder.ca/podcast
Resources from today's episode: https://zbib.org/669127c48e994c818f42b4354a84ed21
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