This fund gives investors exposure to smaller companies — known as small-caps — which could offer exciting growth potential. In this fund, companies with a total share value of between $1.2 and $8 billion are included, but these parameters may vary based on the methodology of the underlying index.
Investing in this fund gives diverse exposure to six hundred small-cap U.S. companies, in one passive investment.
This fund’s underlying index ranks companies based on total market value within the parameters of S&P’s small-cap market value ($1.2—8 billion). It includes a mix of sectors, with current leading exposure in financials, industrials, consumer goods, tech, and healthcare. These sector weightings can shift over time as the index moves.
This is a passive index fund, meaning it does not aim to outperform the market or pick individual winners. Instead, it tracks the S&P 600 SmallCap Index, which reflects the performance of small-cap companies in the United States.
Because of its index-tracking structure, it’s lower cost than an actively managed fund and automatically updated to reflect changes in the underlying index.
HSBC Asset Management is part of the wider HSBC Group, boasting over 50 years experience and managing $600 billion (2024).
HSBC focuses on bringing investors a low-cost range of investment products, with particular strength in global equity and ESG offerings.
VanEck is a privately-held global investment manager with 70 years experience and $114 billion in assets under management (as of mid-2024). Over the last 19 years, VanEck has pioneered over 100 specialty ETFs across a range of innovative thematic sectors such as gold, semiconductors, emerging markets, gaming and others.
iShares ETFs are managed by BlackRock, the world’s largest asset manager, with over three decades of experience in index investing. The team applies rigorous quantitative research and disciplined risk management to deliver diversified, cost-effective market exposure.
With a strong emphasis on transparency and innovation, iShares products are built to support efficient, long-term investment strategies.
BlackRock is the world’s largest asset manager. Founded in 1988, it provides a wide range of investment products and services to institutions, financial professionals, and individual investors worldwide.
Invesco is a global asset manager with over $1.4 trillion in assets (2024). They offer over 240 ETFs, covering equities, fixed income, commodities and thematics.
Founded in 1935, Invesco brings 90 years of experience creating reliable, investor-first solutions.
Vanguard has been providing investment solutions to everyday investors since the 1970s. Today, it manages $10 trillion for over 50 million investors worldwide (2024), sticking to a philosophy of low costs, transparency, and long-term thinking.
State Street Investment Management launched its first ETF in 1993, and has been managing client assets for 47 years. As of March 2025, State Street’s Investment Management division holds $4.67 trillion in assets under management, is the third largest ETF provider and fourth largest asset manager in the world.
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WisdomTree is a global asset manager based in New York. With $116 billion under management (as of April 2025), they are a trusted provider of over 260 ETPs (Exchange Traded Products).
Their investment product philosophy seeks to use unique research to provide investors access to traditionally inaccessible asset classes.
A defence and technology company specializing in unmanned aircraft systems (drones) and robotics for military and commercial applications.
A leading casual dining restaurant company, best known as the parent of Chili’s Grill & Bar and Maggiano’s Little Italy.
A defence contractor focused on innovative technologies like unmanned systems, satellite communications, and directed energy weapons.
One of the largest non-bank mortgage servicers in the U.S., offering mortgage lending and servicing solutions to homeowners nationwide.
A semiconductor company that designs and supplies RF systems and components for advanced wireless devices, infrastructure, and defence applications.
A diversified industrial company providing heating, ventilation and air conditioning products and technology.
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Avg. annual returns
27/06/2020 - 27/06/2025
+
14.25%
-
14.25%
Fund Provider
Vanguard
Management Charges
0.07%
Risk level
6 of 7
Category
Index Tracker
Region
United States of America
Avg. annual returns
28/06/2020 - 28/06/2025
+
11.05%
-
11.05%
Fund Provider
Vanguard
Management Charges
0.23%
Risk level
5 of 7
Category
Index Tracker
Region
Global
Avg. annual returns
27/06/2020 - 27/06/2025
+
10.7%
-
10.7%
Fund Provider
State Street
Management Charges
0.30%
Risk level
7 of 7
Category
Index Tracker
Region
United States of America
Avg. annual returns
27/06/2020 - 27/06/2025
+
8.58%
-
8.58%
Fund Provider
Vanguard
Management Charges
0.29%
Risk level
6 of 7
Category
Index Tracker
Region
United Kingdom
Yes — while the S&P 500 tracks the largest five hundred companies by market capitalisation (total share value), this fund tracks an index of the six hundred largest companies by market capitalisation, within the parameters of small-cap market value (in this instance companies with a total share value of between $1.2 and $8 billion).
Yes, this ETF distributes income as dividends. It collects these dividends from the small-cap companies it holds and typically pays them out to investors twice per year. Dividend amounts can vary depending on the performance and policies of the companies within the fund.
This fund gives you access to six hundred companies in one investment. By investing in an index fund rather than the shares within the index, you’ll likely cut down on risk, effort, and costs too.
Small-cap companies can offer high growth potential, but have historically been associated with higher levels of volatility. Investors could consider other more stable investments alongside small-caps to diversify and balance risk.
Small-cap companies can offer high growth potential, but have historically been associated with higher levels of volatility. Investors could consider other more stable investments alongside small-caps to diversify and balance risk.
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