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ESML vs SMMV

iShares ESG Aware MSCI USA Small-Cap ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

iShares

Annual cost

0.17%

Fund size

$2.3B

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Key differences

  • ESML is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESML has delivered higher annualized returns.

Side-by-side comparison

ESMLSMMV
Annual cost (TER)0.17%0.20%
Fund size (AUM)$2.3B$284M
Since20182016
Dividend yield0.99%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.4%+8.9%
CAGR 3Y+17.5%+11.6%
CAGR 5Y+7.1%+5.3%
Sharpe 3Y0.740.68
Volatility 1Y16.76%9.88%
Max drawdown-41.97%-38.77%

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

Similar to ESML and SMMV