Screener
SMIZ vs DFIS
Zacks Small/Mid Cap ETF vs Dimensional International Small Cap ETF
Key differences
Both SMIZ and DFIS are equity ETFs. SMIZ charges 0.55% a year and DFIS 0.39%. The main difference: DFIS costs 0.16% less per year.
- DFIS costs 0.16% less per year.
- DFIS is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SMIZ | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.39% |
| Fund size (AUM) | $258M | $6.0B |
| Since | 2023 | 2022 |
| Dividend yield | 0.54% | 1.98% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.0% | +25.0% |
| CAGR 3Y | N/A | +19.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.02 |
| Volatility 1Y | 17.00% | 14.77% |
| Max drawdown | -25.04% | -27.23% |
Similar to SMIZ and DFIS
Explore further