Skip to content
Beacon
Screener

CFA vs SMLV

VictoryShares US 500 Volatility Wtd ETF vs State Street SPDR US Small Cap Low Volatility Index ETF

CFA

VictoryShares US 500 Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$532M

SMLV

State Street SPDR US Small Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$237M

Key differences

  • SMLV costs 0.23% less per year.
  • Over the last 3 years, SMLV has delivered higher annualized returns.

Side-by-side comparison

CFASMLV
Annual cost (TER)0.35%0.12%
Fund size (AUM)$532M$237M
Since20142013
Dividend yield1.25%2.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.2%+23.8%
CAGR 3Y+14.0%+17.1%
CAGR 5Y+7.8%+7.8%
Sharpe 3Y0.790.74
Volatility 1Y10.91%15.93%
Max drawdown-37.74%-42.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CFA and SMLV