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SMCO vs DUSG

Hilton Small-Midcap Opportunity ETF vs U.S. Small Cap Growth Portfolio: ETF Class Shares

SMCO

Hilton Small-Midcap Opportunity ETF

Annual cost

0.55%

Fund size

$129M

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Annual cost

0.32%

Fund size

$1.9B

Key differences

  • DUSG costs 0.23% less per year.
  • DUSG is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
  • SMCO follows a active selection strategy; DUSG uses index tracking.

Side-by-side comparison

SMCODUSG
Annual cost (TER)0.55%0.32%
Fund size (AUM)$129M$1.9B
Since20232026
Dividend yield0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.8%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.73%
Max drawdown-22.71%-4.19%

Similar to SMCO and DUSG