Screener
DIVY vs SMLF
Sound Equity Income ETF vs iShares U.S. Small-Cap Equity Factor ETF
Key differences
Both DIVY and SMLF are equity ETFs. DIVY charges 0.45% a year and SMLF 0.15%. The main difference: DIVY follows a active selection strategy; SMLF uses index tracking.
- DIVY follows a active selection strategy; SMLF uses index tracking.
- SMLF costs 0.30% less per year.
- SMLF is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SMLF has delivered higher annualized returns.
- SMLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | SMLF | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.15% |
| Fund size (AUM) | $28M | $3.9B |
| Since | 2020 | 2015 |
| Dividend yield | 3.10% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.5% | +27.1% |
| CAGR 3Y | +9.7% | +19.6% |
| CAGR 5Y | +6.1% | +10.6% |
| Sharpe 3Y | 0.46 | 0.82 |
| Volatility 1Y | 13.03% | 17.44% |
| Max drawdown | -18.23% | -41.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.