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SMCP vs IVV

Smart Mid Cap Etf vs iShares Core S&P 500 ETF

SMCP

SMART Mid Cap ETF

Annual cost

Fund size

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$797.5B

Key differences

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

Side-by-side comparison

SMCPIVV
Annual cost (TER)0.03%
Fund size (AUM)$797.5B
Since2000
Dividend yield1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.2%
CAGR 3YN/A+23.2%
CAGR 5YN/A+14.4%
Sharpe 3YN/A1.24
Volatility 1Y11.95%
Max drawdown-4.57%-33.90%

Similar to SMCP and IVV