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BLCR vs SMIZ

iShares Large Cap Core Active ETF vs Zacks Small/Mid Cap ETF

BLCR

iShares Large Cap Core Active ETF

Annual cost

0.36%

Fund size

$6.0B

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

Key differences

Both BLCR and SMIZ are equity ETFs. BLCR charges 0.36% a year and SMIZ 0.55%. The main difference: BLCR costs 0.19% less per year.

  • BLCR costs 0.19% less per year.
  • BLCR is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BLCRSMIZ
Annual cost (TER)0.36%0.55%
Fund size (AUM)$6.0B$258M
Since20232023
Dividend yield0.23%0.54%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+41.4%+31.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.17%17.28%
Max drawdown-21.29%-25.04%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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