Screener
SMIZ vs SPSM
Zacks Small/Mid Cap ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF
Key differences
Both SMIZ and SPSM are equity ETFs. SMIZ charges 0.55% a year and SPSM 0.03%. The main difference: SMIZ follows a active selection strategy; SPSM uses index tracking.
- SMIZ follows a active selection strategy; SPSM uses index tracking.
- SPSM costs 0.52% less per year.
- SPSM is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
- SPSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | SPSM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.03% |
| Fund size (AUM) | $258M | $15.7B |
| Since | 2023 | 2013 |
| Dividend yield | 0.54% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +31.2% |
| CAGR 3Y | N/A | +16.1% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 0.66 |
| Volatility 1Y | 17.00% | 17.54% |
| Max drawdown | -25.04% | -42.89% |
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