Screener
SMIZ vs IJH
Zacks Small/Mid Cap ETF vs iShares Core S&P Mid-Cap ETF
Key differences
- IJH costs 0.50% less per year.
- IJH is significantly larger than SMIZ — larger funds tend to be more liquid and less likely to close.
- SMIZ follows a active selection strategy; IJH uses index tracking.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | IJH | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.05% |
| Fund size (AUM) | $258M | $119.2B |
| Since | 2023 | 2000 |
| Dividend yield | 0.54% | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +23.7% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | 17.00% | 15.64% |
| Max drawdown | -25.04% | -42.18% |
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