Screener
SMLF vs ISCB
iShares U.S. Small-Cap Equity Factor ETF vs iShares Morningstar Small-Cap ETF
Key differences
- ISCB costs 0.11% less per year.
- SMLF is significantly larger than ISCB — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SMLF has delivered higher annualized returns.
- ISCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMLF | ISCB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.04% |
| Fund size (AUM) | $3.6B | $269M |
| Since | 2015 | 2004 |
| Dividend yield | 1.07% | 1.29% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.5% | +30.8% |
| CAGR 3Y | +20.4% | +17.1% |
| CAGR 5Y | +10.7% | +5.9% |
| Sharpe 3Y | 0.86 | 0.72 |
| Volatility 1Y | 17.32% | 16.63% |
| Max drawdown | -41.89% | -44.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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