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SMIZ vs RUSC

Zacks Small/Mid Cap ETF vs Russell Investments U.S. Small Cap Equity ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

RUSC

Russell Investments U.S. Small Cap Equity ETF

Annual cost

0.64%

Fund size

$59M

Key differences

  • SMIZ costs 0.09% less per year.
  • SMIZ is significantly larger than RUSC — larger funds tend to be more liquid and less likely to close.
  • SMIZ follows a active selection strategy; RUSC uses index tracking.

Side-by-side comparison

SMIZRUSC
Annual cost (TER)0.55%0.64%
Fund size (AUM)$258M$59M
Since20232025
Dividend yield0.54%0.32%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.0%+36.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.00%18.37%
Max drawdown-25.04%-9.18%

Similar to SMIZ and RUSC