Screener
SMIZ vs ILCB
Zacks Small/Mid Cap ETF vs iShares Morningstar U.S. Equity ETF
Key differences
- ILCB costs 0.52% less per year.
- ILCB is significantly larger than SMIZ — larger funds tend to be more liquid and less likely to close.
- SMIZ follows a active selection strategy; ILCB uses index tracking.
- ILCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | ILCB | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.03% |
| Fund size (AUM) | $258M | $1.3B |
| Since | 2023 | 2004 |
| Dividend yield | 0.54% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +25.1% |
| CAGR 3Y | N/A | +22.8% |
| CAGR 5Y | N/A | +13.1% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 17.00% | 12.30% |
| Max drawdown | -25.04% | -35.30% |
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