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SMLF vs IYC

iShares U.S. Small-Cap Equity Factor ETF vs iShares US Consumer Discretionary ETF

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

IYC

iShares US Consumer Discretionary ETF

Annual cost

0.38%

Fund size

$1.2B

Key differences

Both SMLF and IYC are equity ETFs. SMLF charges 0.15% a year and IYC 0.38%. The main difference: SMLF costs 0.23% less per year.

  • SMLF costs 0.23% less per year.
  • SMLF is much larger than IYC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SMLF has delivered higher annualized returns.
  • IYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMLFIYC
Annual cost (TER)0.15%0.38%
Fund size (AUM)$3.9B$1.2B
Since20152000
Dividend yield1.03%0.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.6%+4.7%
CAGR 3Y+19.4%+15.7%
CAGR 5Y+11.1%+6.6%
Sharpe 3Y0.810.72
Volatility 1Y17.65%14.44%
Max drawdown-41.89%-35.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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