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SMIZ vs IJJ
Zacks Small/Mid Cap ETF vs iShares S&P Mid-Cap 400 Value ETF
Key differences
Both SMIZ and IJJ are equity ETFs. SMIZ charges 0.55% a year and IJJ 0.18%. The main difference: SMIZ follows a active selection strategy; IJJ uses index tracking.
- SMIZ follows a active selection strategy; IJJ uses index tracking.
- IJJ costs 0.37% less per year.
- IJJ is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
- IJJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | IJJ | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.18% |
| Fund size (AUM) | $258M | $8.5B |
| Since | 2023 | 2000 |
| Dividend yield | 0.54% | 1.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +20.5% |
| CAGR 3Y | N/A | +15.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | 17.00% | 15.31% |
| Max drawdown | -25.04% | -46.11% |
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