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US SCV and LC momentum both outperforming market
Investor summaryNeutral
Author notes small cap value (AVUV) and large cap momentum (SPMO) outperform the broader market (VTI) and is glad to hold these factors.
Bull points
- Small cap value and large cap momentum factors are currently outperforming the broader market.
- Factor tilting can provide portfolio outperformance during specific market cycles.
Post body
Hey all,
I have read many times over that that small cap value and large cap momentum tend to outperform the market during different cycles. However, AVUV and SPMO have both greatly outperformed VTI so far in 2026. Is this an anomaly, or are there periods of outperformance overlap for both factors often?
Either way, I am glad my portfolio tilts towards both small cap value and large cap momentum.
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