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NOEQ vs SMMD

Northern Trust Us Equity Etf vs iShares Russell 2500 ETF

NOEQ

NORTHERN TRUST US EQUITY ETF

Northern Trust

Annual cost

0.12%

Fund size

$833M

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • SMMD is significantly larger than NOEQ — larger funds tend to be more liquid and less likely to close.
  • SMMD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NOEQSMMD
Annual cost (TER)0.12%0.15%
Fund size (AUM)$833M$3.0B
Since20262017
Dividend yield1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+36.8%
CAGR 3YN/A+18.9%
CAGR 5YN/A+7.7%
Sharpe 3YN/A0.81
Volatility 1Y17.24%
Max drawdown-2.99%-41.06%

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

Similar to NOEQ and SMMD