Skip to content
Beacon
Screener

SMCP vs IWL

Smart Mid Cap Etf vs iShares Russell Top 200 ETF

SMCP

SMART Mid Cap ETF

Annual cost

Fund size

IWL

iShares Russell Top 200 ETF

Annual cost

0.15%

Fund size

$2.1B

Key differences

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

Side-by-side comparison

SMCPIWL
Annual cost (TER)0.15%
Fund size (AUM)$2.1B
Since2009
Dividend yield0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.7%
CAGR 3YN/A+24.3%
CAGR 5YN/A+15.1%
Sharpe 3YN/A1.28
Volatility 1Y12.32%
Max drawdown-4.57%-32.71%

Similar to SMCP and IWL