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SMCO vs VIOV

Hilton Small-Midcap Opportunity ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

SMCO

Hilton Small-Midcap Opportunity ETF

Annual cost

0.55%

Fund size

$129M

VIOV

Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

Annual cost

0.10%

Fund size

$1.8B

Key differences

  • VIOV costs 0.45% less per year.
  • VIOV is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
  • SMCO follows a active selection strategy; VIOV uses index tracking.
  • VIOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMCOVIOV
Annual cost (TER)0.55%0.10%
Fund size (AUM)$129M$1.8B
Since20232010
Dividend yield0.91%1.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.8%+38.8%
CAGR 3YN/A+15.1%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.60
Volatility 1Y15.73%18.38%
Max drawdown-22.71%-47.36%

Similar to SMCO and VIOV