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SMIZ vs LOWV

Zacks Small/Mid Cap ETF vs AB US Low Volatility Equity ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

LOWV

AB US Low Volatility Equity ETF

Annual cost

0.39%

Fund size

$204M

Key differences

Both SMIZ and LOWV are equity ETFs. SMIZ charges 0.55% a year and LOWV 0.39%. The main difference: LOWV costs 0.16% less per year.

  • LOWV costs 0.16% less per year.

Side-by-side comparison

SMIZLOWV
Annual cost (TER)0.55%0.39%
Fund size (AUM)$258M$204M
Since20232023
Dividend yield0.54%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+31.6%+9.3%
CAGR 3YN/A+15.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.96
Volatility 1Y17.28%10.59%
Max drawdown-25.04%-13.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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