Screener
SMIZ vs SCHM
Zacks Small/Mid Cap ETF vs Schwab U.S. Mid-Cap ETF
Key differences
Both SMIZ and SCHM are equity ETFs. SMIZ charges 0.55% a year and SCHM 0.04%. The main difference: SMIZ follows a active selection strategy; SCHM uses index tracking.
- SMIZ follows a active selection strategy; SCHM uses index tracking.
- SCHM costs 0.51% less per year.
- SCHM is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
- SCHM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | SCHM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.04% |
| Fund size (AUM) | $258M | $14.6B |
| Since | 2023 | 2011 |
| Dividend yield | 0.54% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +29.5% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +7.6% |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 17.00% | 15.82% |
| Max drawdown | -25.04% | -42.43% |
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