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SMDV vs IWO
ProShares Russell 2000 Dividend Growers ETF vs iShares Russell 2000 Growth ETF
Key differences
- IWO costs 0.16% less per year.
- IWO is significantly larger than SMDV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWO has delivered higher annualized returns.
- IWO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMDV | IWO | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.24% |
| Fund size (AUM) | $661M | $13.9B |
| Since | 2015 | 2000 |
| Dividend yield | 2.38% | 0.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.7% | +40.1% |
| CAGR 3Y | +10.6% | +18.8% |
| CAGR 5Y | +4.1% | +5.9% |
| Sharpe 3Y | 0.44 | 0.72 |
| Volatility 1Y | 15.90% | 21.33% |
| Max drawdown | -34.12% | -42.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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