Screener
SMIZ vs IMCV
Zacks Small/Mid Cap ETF vs iShares Morningstar Mid-Cap Value ETF
Key differences
- IMCV costs 0.49% less per year.
- IMCV is significantly larger than SMIZ — larger funds tend to be more liquid and less likely to close.
- SMIZ follows a active selection strategy; IMCV uses index tracking.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.06% |
| Fund size (AUM) | $258M | $1.0B |
| Since | 2023 | 2004 |
| Dividend yield | 0.54% | 1.95% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +24.5% |
| CAGR 3Y | N/A | +18.1% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | N/A | 0.99 |
| Volatility 1Y | 17.00% | 11.65% |
| Max drawdown | -25.04% | -46.33% |
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