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SMIZ vs DXUV

Zacks Small/Mid Cap ETF vs Dimensional US Vector Equity ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

DXUV

Dimensional US Vector Equity ETF

Annual cost

0.25%

Fund size

$422M

Key differences

Both SMIZ and DXUV are equity ETFs. SMIZ charges 0.55% a year and DXUV 0.25%. The main difference: DXUV costs 0.30% less per year.

  • DXUV costs 0.30% less per year.

Side-by-side comparison

SMIZDXUV
Annual cost (TER)0.55%0.25%
Fund size (AUM)$258M$422M
Since20232024
Dividend yield0.54%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+31.6%+26.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.28%13.00%
Max drawdown-25.04%-21.08%

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

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