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ISCV vs SMMV

iShares Morningstar Small-Cap Value ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

ISCV

iShares Morningstar Small-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$651M

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Key differences

  • ISCV costs 0.14% less per year.
  • Over the last 3 years, ISCV has delivered higher annualized returns.
  • ISCV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISCVSMMV
Annual cost (TER)0.06%0.20%
Fund size (AUM)$651M$284M
Since20042016
Dividend yield1.90%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.2%+8.9%
CAGR 3Y+16.4%+11.6%
CAGR 5Y+6.7%+5.3%
Sharpe 3Y0.690.68
Volatility 1Y16.48%9.88%
Max drawdown-51.56%-38.77%

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

Similar to ISCV and SMMV