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SMCO vs IJH

Hilton Small-Midcap Opportunity ETF vs iShares Core S&P Mid-Cap ETF

SMCO

Hilton Small-Midcap Opportunity ETF

Annual cost

0.55%

Fund size

$129M

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.50% less per year.
  • IJH is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
  • SMCO follows a active selection strategy; IJH uses index tracking.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMCOIJH
Annual cost (TER)0.55%0.05%
Fund size (AUM)$129M$115.7B
Since20232000
Dividend yield0.91%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.8%+25.8%
CAGR 3YN/A+16.8%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.76
Volatility 1Y15.73%15.53%
Max drawdown-22.71%-42.18%

Similar to SMCO and IJH