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Avior Wealth Management LLC lifted its holdings in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 540,377 shares of the company's stock after purchasing an additional 20,959 shares during the period. Avior

IJR commands a much larger asset base than SPSM Both ETFs offer similar sector exposures and nearly identical risk profiles SPSM charges a lower expense ratio and has a marginally higher dividend yield

ISCB carries a slightly higher expense ratio and a lower dividend yield compared to SPSM. ISCB has delivered a higher one-year return and broader diversification, but with a deeper five-year drawdown.

SCHA holds a broader basket of small-cap stocks than SPSM and has outperformed over the past year. SPSM costs slightly less and offers a marginally higher dividend yield than SCHA.

Small-cap momentum strategies offer targeted exposure to smaller companies with strong recent performance, but the question is whether that tilt justifies added volatility.