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SMCP vs ITOT

Smart Mid Cap Etf vs iShares Core S&P Total U.S. Stock Market ETF

SMCP

SMART Mid Cap ETF

Annual cost

Fund size

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Annual cost

0.03%

Fund size

$88.9B

Key differences

  • SMCP follows a active selection strategy; ITOT uses index tracking.

Side-by-side comparison

SMCPITOT
Annual cost (TER)0.03%
Fund size (AUM)$88.9B
Since2004
Dividend yield1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.1%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.20
Volatility 1Y12.35%
Max drawdown-4.57%-35.00%

Similar to SMCP and ITOT