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SMLF vs FSMD

iShares U.S. Small-Cap Equity Factor ETF vs Fidelity Small-Mid Multifactor ETF

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

Key differences

  • Over the last 3 years, SMLF has delivered higher annualized returns.

Side-by-side comparison

SMLFFSMD
Annual cost (TER)0.15%0.15%
Fund size (AUM)$3.6B$2.4B
Since20152019
Dividend yield1.07%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.5%+25.4%
CAGR 3Y+20.4%+17.8%
CAGR 5Y+10.7%+9.4%
Sharpe 3Y0.860.83
Volatility 1Y17.32%15.36%
Max drawdown-41.89%-40.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SMLF and FSMD