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ETFT vs SMMD

Fundsmith Equity ETF vs iShares Russell 2500 ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • ETFT is classified as alternative, while SMMD is equity — different risk/return profiles.
  • ETFT follows a long short strategy; SMMD uses index tracking.

Side-by-side comparison

ETFTSMMD
Annual cost (TER)0.15%
Fund size (AUM)$3.0B
Since2017
Dividend yield1.10%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+36.8%
CAGR 3YN/A+18.9%
CAGR 5YN/A+7.7%
Sharpe 3YN/A0.81
Volatility 1Y17.24%
Max drawdown-14.76%-41.06%

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

Similar to ETFT and SMMD