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SMCP vs IWM

Smart Mid Cap Etf vs iShares Russell 2000 ETF

SMCP

SMART Mid Cap ETF

Annual cost

Fund size

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

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

Side-by-side comparison

SMCPIWM
Annual cost (TER)0.19%
Fund size (AUM)$76.9B
Since2000
Dividend yield0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+44.9%
CAGR 3YN/A+19.6%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.78
Volatility 1Y19.29%
Max drawdown-4.57%-41.13%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SMCP and IWM