Screener
SMIZ vs VIOO
Zacks Small/Mid Cap ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares
Key differences
Both SMIZ and VIOO are equity ETFs. SMIZ charges 0.55% a year and VIOO 0.07%. The main difference: SMIZ follows a active selection strategy; VIOO uses index tracking.
- SMIZ follows a active selection strategy; VIOO uses index tracking.
- VIOO costs 0.48% less per year.
- VIOO is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
- VIOO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | VIOO | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.07% |
| Fund size (AUM) | $258M | $5.9B |
| Since | 2023 | 2010 |
| Dividend yield | 0.54% | 1.18% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +31.3% |
| CAGR 3Y | N/A | +16.1% |
| CAGR 5Y | N/A | +5.7% |
| Sharpe 3Y | N/A | 0.66 |
| Volatility 1Y | 17.00% | 17.66% |
| Max drawdown | -25.04% | -44.15% |
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