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SMIZ vs GSLC

Zacks Small/Mid Cap ETF vs Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Annual cost

0.09%

Fund size

$15.6B

Key differences

Both SMIZ and GSLC are equity ETFs. SMIZ charges 0.55% a year and GSLC 0.09%. The main difference: SMIZ follows a active selection strategy; GSLC uses index enhanced.

  • SMIZ follows a active selection strategy; GSLC uses index enhanced.
  • GSLC costs 0.46% less per year.
  • GSLC is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
  • GSLC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMIZGSLC
Annual cost (TER)0.55%0.09%
Fund size (AUM)$258M$15.6B
Since20232015
Dividend yield0.54%0.93%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+29.0%+20.9%
CAGR 3YN/A+21.0%
CAGR 5YN/A+12.4%
Sharpe 3YN/A1.13
Volatility 1Y17.00%11.98%
Max drawdown-25.04%-33.69%

Similar to SMIZ and GSLC