Screener
SMCO vs IWM
Hilton Small-Midcap Opportunity ETF vs iShares Russell 2000 ETF
Key differences
- IWM costs 0.36% less per year.
- IWM is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
- SMCO follows a active selection strategy; IWM uses index tracking.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMCO | IWM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.19% |
| Fund size (AUM) | $129M | $76.9B |
| Since | 2023 | 2000 |
| Dividend yield | 0.91% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.8% | +42.8% |
| CAGR 3Y | N/A | +19.3% |
| CAGR 5Y | N/A | +7.0% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | 15.73% | 19.12% |
| Max drawdown | -22.71% | -41.13% |
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