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SMIZ vs BLCV

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

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

BLCV

iShares Large Cap Value Active ETF

Annual cost

0.46%

Fund size

$325M

Key differences

Both SMIZ and BLCV are equity ETFs. SMIZ charges 0.55% a year and BLCV 0.46%. The main difference: BLCV costs 0.09% less per year.

  • BLCV costs 0.09% less per year.

Side-by-side comparison

SMIZBLCV
Annual cost (TER)0.55%0.46%
Fund size (AUM)$258M$325M
Since20232023
Dividend yield0.54%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+31.6%+22.0%
CAGR 3YN/A+18.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.14
Volatility 1Y17.28%11.89%
Max drawdown-25.04%-13.44%

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

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