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FMKT vs SMIZ

The Free Markets ETF vs Zacks Small/Mid Cap ETF

FMKT

The Free Markets ETF

Annual cost

0.76%

Fund size

$15M

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

Key differences

Both FMKT and SMIZ are equity ETFs. FMKT charges 0.76% a year and SMIZ 0.55%. The main difference: SMIZ costs 0.21% less per year.

  • SMIZ costs 0.21% less per year.
  • SMIZ is much larger than FMKT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FMKTSMIZ
Annual cost (TER)0.76%0.55%
Fund size (AUM)$15M$258M
Since20252023
Dividend yield0.54%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+11.1%+31.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.76%17.28%
Max drawdown-17.79%-25.04%

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

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