Screener
MTUM vs SMMV
iShares MSCI USA Momentum Factor ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF
Key differences
- MTUM costs 0.05% less per year.
- MTUM is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, MTUM has delivered higher annualized returns.
Side-by-side comparison
| MTUM | SMMV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $24.2B | $284M |
| Since | 2013 | 2016 |
| Dividend yield | 0.69% | 1.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.9% | +9.0% |
| CAGR 3Y | +32.0% | +11.5% |
| CAGR 5Y | +15.4% | +5.3% |
| Sharpe 3Y | 1.30 | 0.66 |
| Volatility 1Y | 18.95% | 9.87% |
| Max drawdown | -34.08% | -38.77% |
Similar to MTUM and SMMV
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