Screener
SMCO vs ISCG
Hilton Small-Midcap Opportunity ETF vs iShares Morningstar Small-Cap Growth ETF
Key differences
- ISCG costs 0.49% less per year.
- ISCG is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
- SMCO follows a active selection strategy; ISCG uses index tracking.
- ISCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMCO | ISCG | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.06% |
| Fund size (AUM) | $129M | $947M |
| Since | 2023 | 2004 |
| Dividend yield | 0.91% | 0.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.8% | +33.3% |
| CAGR 3Y | N/A | +18.2% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | 15.73% | 18.09% |
| Max drawdown | -22.71% | -41.48% |
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