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SMIZ vs BLCR

Zacks Small/Mid Cap ETF vs iShares Large Cap Core Active ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

BLCR

iShares Large Cap Core Active ETF

Annual cost

0.36%

Fund size

$6.0B

Key differences

Both SMIZ and BLCR are equity ETFs. SMIZ charges 0.55% a year and BLCR 0.36%. The main difference: BLCR costs 0.19% less per year.

  • BLCR costs 0.19% less per year.
  • BLCR is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SMIZBLCR
Annual cost (TER)0.55%0.36%
Fund size (AUM)$258M$6.0B
Since20232023
Dividend yield0.54%0.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+31.6%+41.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.28%16.17%
Max drawdown-25.04%-21.29%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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