Screener
IWV vs SMMD
iShares Russell 3000 ETF vs iShares Russell 2500 ETF
Key differences
Both IWV and SMMD are equity ETFs. IWV charges 0.20% a year and SMMD 0.15%. The main difference: SMMD costs 0.05% less per year.
- SMMD costs 0.05% less per year.
- IWV is much larger than SMMD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWV | SMMD | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $19.8B | $3.4B |
| Since | 2000 | 2017 |
| Dividend yield | 0.85% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.1% | +30.8% |
| CAGR 3Y | +20.4% | +17.8% |
| CAGR 5Y | +11.9% | +7.2% |
| Sharpe 3Y | 1.07 | 0.76 |
| Volatility 1Y | 12.46% | 17.46% |
| Max drawdown | -35.22% | -41.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.