Is Small Cap Value Worth It? Ben Felix Explains the Truth About AVUV & Factor Investing
Episode #742 ~~~ Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com ~~~ Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ ~~~ Get 50% Off Your First Year of Monarch by using code ‘Pockets’: https://www.monarchmoney.com/pockets ~~~ Connect with Ben Felix! Website: https://www.pwlcapital.com/?ki-cf-bot... YouTube: / @benfelixcsi Podcast: https://rationalreminder.ca/podcast ~~~ Resources from today's episode: https://zbib.org/669127c48e994c818f42... ~~~ Follow BiggerPockets Money on Social: Facebook: / bpmoney Instagram: / biggerpocketsmoney ~~~ 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.

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