Screener
SMIZ vs ITOT
Zacks Small/Mid Cap ETF vs iShares Core S&P Total U.S. Stock Market ETF
Key differences
- ITOT costs 0.52% less per year.
- ITOT is significantly larger than SMIZ — larger funds tend to be more liquid and less likely to close.
- SMIZ follows a active selection strategy; ITOT uses index tracking.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | ITOT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.03% |
| Fund size (AUM) | $258M | $93.4B |
| Since | 2023 | 2004 |
| Dividend yield | 0.54% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +25.3% |
| CAGR 3Y | N/A | +22.2% |
| CAGR 5Y | N/A | +12.3% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 17.00% | 12.51% |
| Max drawdown | -25.04% | -35.00% |
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