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SMLF vs JHML

iShares U.S. Small-Cap Equity Factor ETF vs John Hancock Multifactor Large Cap ETF

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

JHML

John Hancock Multifactor Large Cap ETF

Annual cost

0.29%

Fund size

$1.2B

Key differences

Both SMLF and JHML are equity ETFs. SMLF charges 0.15% a year and JHML 0.29%. The main difference: SMLF follows a index tracking strategy; JHML uses index enhanced.

  • SMLF follows a index tracking strategy; JHML uses index enhanced.
  • SMLF costs 0.14% less per year.
  • SMLF is much larger than JHML. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SMLFJHML
Annual cost (TER)0.15%0.29%
Fund size (AUM)$3.9B$1.2B
Since20152015
Dividend yield1.03%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+29.2%+24.4%
CAGR 3Y+21.0%+20.7%
CAGR 5Y+10.6%+11.6%
Sharpe 3Y0.881.14
Volatility 1Y17.39%11.72%
Max drawdown-41.89%-36.13%

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

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