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SMCO vs IJS

Hilton Small-Midcap Opportunity ETF vs iShares S&P Small-Cap 600 Value ETF

SMCO

Hilton Small-Midcap Opportunity ETF

Annual cost

0.55%

Fund size

$129M

IJS

iShares S&P Small-Cap 600 Value ETF

Annual cost

0.18%

Fund size

$7.9B

Key differences

  • IJS costs 0.37% less per year.
  • IJS is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
  • SMCO follows a active selection strategy; IJS uses index tracking.
  • IJS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMCOIJS
Annual cost (TER)0.55%0.18%
Fund size (AUM)$129M$7.9B
Since20232000
Dividend yield0.91%1.31%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.8%+38.5%
CAGR 3YN/A+14.9%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.59
Volatility 1Y15.73%18.27%
Max drawdown-22.71%-47.68%

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