Screener
SMCO vs IMCV
Hilton Small-Midcap Opportunity ETF vs iShares Morningstar Mid-Cap Value ETF
Key differences
- IMCV costs 0.49% less per year.
- IMCV is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
- SMCO follows a active selection strategy; IMCV uses index tracking.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMCO | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.06% |
| Fund size (AUM) | $129M | $1.0B |
| Since | 2023 | 2004 |
| Dividend yield | 0.91% | 1.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.8% | +24.8% |
| CAGR 3Y | N/A | +17.0% |
| CAGR 5Y | N/A | +9.1% |
| Sharpe 3Y | N/A | 0.92 |
| Volatility 1Y | 15.73% | 11.63% |
| Max drawdown | -22.71% | -46.33% |
Similar to SMCO and IMCV
Explore further