Screener
ILCV vs SMOT
iShares Morningstar Value ETF vs VanEck Morningstar SMID Moat ETF
Key differences
Both ILCV and SMOT are equity ETFs. ILCV charges 0.04% a year and SMOT 0.49%. The main difference: ILCV costs 0.45% less per year.
- ILCV costs 0.45% less per year.
- ILCV is much larger than SMOT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ILCV has delivered higher annualized returns.
- ILCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ILCV | SMOT | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.49% |
| Fund size (AUM) | $1.3B | $334M |
| Since | 2004 | 2022 |
| Dividend yield | 1.61% | 1.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.6% | +15.7% |
| CAGR 3Y | +19.5% | +13.0% |
| CAGR 5Y | +11.5% | N/A |
| Sharpe 3Y | 1.22 | 0.58 |
| Volatility 1Y | 9.93% | 14.29% |
| Max drawdown | -35.53% | -23.36% |
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