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IYC vs SMLF

iShares US Consumer Discretionary ETF vs iShares U.S. Small-Cap Equity Factor ETF

IYC

iShares US Consumer Discretionary ETF

Annual cost

0.38%

Fund size

$1.2B

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

Key differences

Both IYC and SMLF are equity ETFs. IYC charges 0.38% a year and SMLF 0.15%. The main difference: SMLF costs 0.23% less per year.

  • SMLF costs 0.23% less per year.
  • SMLF is much larger than IYC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SMLF has delivered higher annualized returns.
  • IYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYCSMLF
Annual cost (TER)0.38%0.15%
Fund size (AUM)$1.2B$3.9B
Since20002015
Dividend yield0.50%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+31.6%
CAGR 3Y+15.7%+19.4%
CAGR 5Y+6.6%+11.1%
Sharpe 3Y0.720.81
Volatility 1Y14.44%17.65%
Max drawdown-35.90%-41.89%

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

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