Screener
SMIZ vs FNDA
Zacks Small/Mid Cap ETF vs Schwab Fundamental U.S. Small Company ETF
Key differences
Both SMIZ and FNDA are equity ETFs. SMIZ charges 0.55% a year and FNDA 0.25%. The main difference: SMIZ follows a active selection strategy; FNDA uses index tracking.
- SMIZ follows a active selection strategy; FNDA uses index tracking.
- FNDA costs 0.30% less per year.
- FNDA is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
- FNDA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | FNDA | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.25% |
| Fund size (AUM) | $258M | $8.9B |
| Since | 2023 | 2013 |
| Dividend yield | 0.54% | 1.09% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +30.0% |
| CAGR 3Y | N/A | +17.3% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 17.00% | 17.24% |
| Max drawdown | -25.04% | -44.64% |
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