Skip to content
Screener

FTCS vs SMMD

First Trust Capital Strength ETF vs iShares Russell 2500 ETF

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

SMMD

iShares Russell 2500 ETF

Annual cost

0.15%

Fund size

$3.4B

Key differences

Both FTCS and SMMD are equity ETFs. FTCS charges 0.53% a year and SMMD 0.15%. The main difference: SMMD costs 0.38% less per year.

  • SMMD costs 0.38% less per year.
  • Over the last three years, SMMD has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCSSMMD
Annual cost (TER)0.53%0.15%
Fund size (AUM)$7.7B$3.4B
Since20062017
Dividend yield1.11%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.4%+36.2%
CAGR 3Y+10.4%+18.1%
CAGR 5Y+6.1%+7.8%
Sharpe 3Y0.620.78
Volatility 1Y9.96%17.74%
Max drawdown-31.93%-41.06%

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

See all growth funds

Similar to FTCS and SMMD